How to import new Accounts into SFDC | Scribe

    How to import new Accounts into SFDC

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      This Scribe guide goes over how to import new accounts into Salesforce.

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      1
      Navigate to [https://scribe2022.lightning.force.com/lightning/page/home](https://scribe2022.lightning.force.com/lightning/page/home)
      2
      Click "Gear" icon.
      3
      Click here.
      4
      Switch to tab "Lightning Experience"
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      Click the "Quick Find" field.
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      Type "import"
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      Click "Data Import Wizard"
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      Click "Launch Wizard!"
      9
      Click "Accounts and Contacts"
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      Click "Add new records"
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      Click this dropdown.
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      Click "Next"
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      Heads Up! For you to map your accounts that aren't already in SFDC please make sure your csv. has a column in it with your name. SFDC will assign the Account owner from this field.
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      Your CVS list will have the fields you are trying to import into SFDC. Click "Map" Click "Account: Account Name" Click "Map" Click "Account: Record Owner" Click "Map" Click "Account: Phone" Click "Map" Click "Change" Click here. Click "Map" Click "Account: Industry" Click "Map" Click "Account: Billing Street" Click "Map" Click "Account: Billing City" Click "Map" Click "Account: Billing State/Province" Click "Map" Click "Account: Billing Zip/Postal Code" Click "Map" Click "Account: Billing Country" Click "Map"
      Your CVS list will have the fields you are trying to import into SFDC. 

Click "Map"
Click "Account: Account Name"
Click "Map"
Click "Account: Record Owner"
Click "Map"
Click "Account: Phone"
Click "Map"
Click "Change"
Click here.
Click "Map"
Click "Account: Industry"
Click "Map"
Click "Account: Billing Street"
Click "Map"
Click "Account: Billing City"
Click "Map"
Click "Account: Billing State/Province"
Click "Map"
Click "Account: Billing Zip/Postal Code"
Click "Map"
Click "Account: Billing Country"
Click "Map"
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      Once you have all your field you want to map click "Next"
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      Click "Start Import"
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      Click "OK"
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      Once you hit ok you should see the details of the upload. It's important to see how many accounts were added and how many failed.