Set Up and Maintain Your Salesforce Organization
Label for Your Import File
(Note: You do not need this field if assigning ownership via a lead assignment rule. In addition, when importing records by Salesforce record ID, this field is ignored.)
Salutation
State
Salesforce Lead Field
Added to beginning of
First Name
State
Status
Street 1
Street 2
Street 3
Title
Website
Status
(in the Campaign History related list of a lead)
Address
Address
Address
Title
Website
Data Import Wizard
If you include record types in this list, the Data Import Wizard uses the record owner’s default record type when creating new records.
For existing records, the Data Import Wizard does not update the record type field.
If you choose to use assignment rules, the Data Import Wizard uses the new owner’s default record type when creating new records.
When the assignment rules assign the record to a queue, the queue owner’s default record type is used.
SEE ALSO:
Prepare Your Data for Import
Data Import Wizard
The Data Import Wizard makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts. You can also import data for custom objects. You can import up to 50,000 records at a time.
Salesforce recommends that you test a small file first to make sure that you’ve prepared your source data correctly.
These browsers support the Data Import Wizard:
•
Google Chrome
™
version 29 and later
•
Mozilla
®
Firefox
®
version 23 and later
•
Microsoft
®
Internet Explorer
®
version 9 and later
•
Apple
®
Safari
®
version 5 and later
Note:
•
Dragging and dropping CSV files isn’t supported in Internet Explorer 9.
EDITIONS
Available in: Salesforce
Classic and Lightning
Experience
Available in: All Editions except Database.com
403
Set Up and Maintain Your Salesforce Organization Data Import Wizard
•
You can’t run more than one import job at a time, even from separate browser windows.
SEE ALSO:
Import Data with the Data Import Wizard
Import Data with the Data Import Wizard
After preparing your data for import, use the Data Import Wizard to map the data fields and run the import.
1. Prepare your data for import and create an import file. Doing this step first prevents errors, duplication of data, and frustration.
For more information, see the FAQ item “How do I prepare my data for import?” on the Data
Import wizard welcome page.
You can also view the following video playlist to get more information: Data Import How
To Series
EDITIONS
Available in: Salesforce
Classic and Lightning
Experience
Available in: All except
Database.com and
Personal Editions
2. Start the wizard.
a. From Setup, enter
Data Import Wizard
in the Quick Find box, then select Data
Import Wizard.
b. Review the information provided on the welcome page, then click Launch Wizard.
You can also launch the Data Import Wizard from the Tools list on the object-specific home page.
Note: Users who aren’t administrators can also access the Data Import wizard from their personal settings.
USER PERMISSIONS
To import data with the Data
Import Wizard:
•
Depends on what you’re importing. See What permissions do I need to import records?
in the
Salesforce Help.
3. Choose the data that you want to import.
a. To import accounts, contacts, leads, solutions, person accounts, or articles, click Standard Objects. To import custom objects, click Custom Objects.
b. Specify whether you want to add new records to Salesforce, update existing records, or add and update records simultaneously.
c. Specify matching and other criteria as necessary. Hover your mouse over the question marks for more information about each option.
d. Specify whether to trigger workflow rules and processes when the imported records meet the criteria.
e. Specify the file that contains your data.
Specify your data file by dragging the CSV file to the upload area of the page. You can also click the CSV category you’re using and then navigate to the file.
f. Choose a character encoding method for your file. Typically, you don’t change your character encoding.
g. Select comma or tab as a value separator.
h. Click Next.
4. Map your data fields to Salesforce data fields.
The Data Import wizard maps as many of your data fields as possible to standard Salesforce data fields. But if the wizard can’t map fields, you must do it manually. Unmapped fields are not imported into Salesforce.
To see a list of standard Salesforce data fields, from the management settings for the object, go to the fields area.
404
Set Up and Maintain Your Salesforce Organization Data Import Wizard
a. Scan the list of mapped data fields and locate the unmapped fields.
b. Click Map to the left of each unmapped field.
c. In the Map Your Field dialog box, search and choose the Salesforce fields you want to map to and click Map.
Note: The Map Your Field dialog box also gives you the option of saving data from unmapped fields in a general notes field for accounts and contacts. To do so, choose Account Note or Contact Note from the Map To drop-down list and click
Map.
d. To change mappings that Salesforce performed automatically, click Change to the left of the appropriate field. Delete the
Salesforce fields you do not want to map to, choose the fields you want to map to, then click Map.
e. Click Next.
5. Review and start your import.
a. Review your import information on the Review page. If you still have unmapped fields that you want to import, click Previous to return to the previous page and specify your mappings.
b. Click Start Import.
6. Check import status.
The Recent Import Jobs chart on the Data Import Wizard home page lists the status and metrics of the data import. Alternately from Setup, enter
Bulk Data Load Jobs
in the Quick Find box, then select Bulk Data Load Jobs.
Note: The Bulk Data Load Jobs page is not available in Professional Edition. Only administrators have access to the Bulk Data
Load Jobs page in Salesforce Setup. If you’re not an administrator, you can check the status of your upload by monitoring the relevant tabs in Salesforce.
Need help getting started? Check out www.salesforce.com/gettingstarted to access live webinars, videos, setup series and more. For hands-on help with data importing, complete the Importing Data module in Trailhead.
405
Set Up and Maintain Your Salesforce Organization Add Person Accounts with the Data Import Wizard
Add Person Accounts with the Data Import Wizard
To add person accounts to your Salesforce org, launch the Data Import Wizard from the accounts home page.
Before you begin, make sure that your import file is in CSV format and contains values for these fields.
•
First Name
•
Last Name
•
Email
•
Phone
Tip: To obtain Salesforce IDs or other values from your org, run reports and then export the report data.
These steps describe one recommended method of importing data. You can import data into
Salesforce fields that aren’t listed here. You can also customize your import by using other options that appear in the Data Import Wizard.
1. From the accounts home page, click Import Person Accounts.
The Data Import Wizard appears.
2. Select Person Accounts, then select Add new and update existing records.
3. Set
Match Account by
to Email.
4. Select the CSV file that contains your import data, and click Next.
5. Map column headers from your CSV file to these fields.
•
First Name
•
Last Name
•
Email
•
Phone
6. Click Next.
7. Review the import settings, and then click Start Import.
When we finish importing your data, we notify you by email. Review the results and resolve any errors that occurred.
EDITIONS
Data Import Wizard available in both Salesforce
Classic and Lightning
Experience
Data Import Wizard available in All Editions except Database.com
Person accounts available in: both Salesforce Classic and Lightning Experience
Person accounts available in Professional, Enterprise,
Performance, Unlimited, and Developer Editions
USER PERMISSIONS
To create person accounts that you own via the Data
Import Wizard:
•
Create on accounts
AND
Edit on accounts
AND
Import Personal
Contacts
To create person accounts owned by others via the
Data Import Wizard:
•
Create on accounts
AND
Edit on accounts and contacts
AND
Modify All Data
406
