This guide was created with Scribe in 2 minutes. Sign in and create your own!
How to use data import wizard in Salesforce
|
0 step |
2 minutes
To access the data import wizard from leads, contacts, and/or accounts, your system administrator needs to enable Data Import Wizard for end users.
Otherwise, access data import wizard from the Setup (administrators only).
1
Click "Contacts"
Zoom Saved
2
Click "Import"
Zoom Saved
3
Click here.
Zoom Saved
4
Click "Next"
Zoom Saved
5
Select the object you want to import records for. Click "Accounts and Contacts"
Zoom Saved
6
You can add new (create), update existing (update), or a combination of both (upsert) that will check for existing based on matching criteria and add new if it doesn't existing and update if it does.
Zoom Saved
7
Depending on your fields, you will get a few options on how to match data.
Zoom Saved
8
Click "CSV"
Zoom Saved
9
Click this file field.
Zoom Saved
10
Click "Next"
Zoom Saved
11
Click "Map". Here you map columns in your spreadsheet to fields. You can unmap any field and map any column, even multiple times.
Zoom Saved
12
Click "Account: Description"
Zoom Saved
13
Click "Map"
Zoom Saved
14
Click "Change"
Zoom Saved
15
Click here.
Zoom Saved
16
Click "Map"
Zoom Saved
17
Click "Next"
Zoom Saved
18
Click Start Import.
Zoom Saved
You will receive a success and error file after the import is completed.
Was this Scribe helpful? Save this document for future reference.
Save for Later
Have something to say?Create an account to leave messages for the author to see!Create an account
Feedback
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe