Prepare Your Data for Import. salesforce Salesforce Organization
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Set Up and Maintain Your Salesforce Organization Prepare Your Data for Import
Exporting from Salesforce
You can export account, campaign member, contact, custom object, lead, or solution reports from
Salesforce to create an import file. Include the
Account ID
,
Campaign Member ID
,
Contact ID
,
Custom Object ID
,
Lead ID
, or
Solution ID
value for each respective record in your report. These ID fields are unique Salesforce identifiers and are used to accurately match your data with existing Salesforce records.
To create an import file with these ID fields, first export the data from Salesforce.
1. Run an account, campaign member, contact, custom object, lead, or solution report in Salesforce.
Include the respective ID field and any other fields that are required for the import.
2. Export the report to Excel.
Note:
Remember that Salesforce record IDs are case-sensitive. Don’t manually change
Salesforce IDs in your import file.
SEE ALSO:
Create Export Files for Import Wizards
Videos: Data Import How-To Series
EDITIONS
Available in: both Salesforce
Classic and Lightning
Experience
Available in: Professional,
Enterprise, Performance,
Unlimited, and Developer
Editions
Prepare Your Data for Import
After exporting your data from Salesforce or your existing application, prepare your data before importing it.
EDITIONS
Note:
If your data has information in fields that do not match any standard fields, your admin can create custom fields for that data before import.
Preparing Contacts
Use Excel
®
to label the columns in your import file as specified in
Sources and Organization Import on page 414.
Preparing Person Accounts
When importing person accounts, use the field labels in Salesforce as the column labels in your import file.
Available in: Salesforce
Classic and Lightning
Experience
Available in: Group,
Professional, Enterprise,
Performance, Unlimited, and Developer Editions
Preparing Org Business Accounts and Contacts
When importing business accounts and contacts for your org, you must use Excel
®
to label the columns in your import file as specified
in Field Mapping for Other Data Sources and Organization Import
on page 414.
Preparing Org Leads
When importing general leads or leads for campaigns, use the import file labels specified in
Field Mapping for Importing Leads on
page 418.
Preparing Custom Objects
When importing a custom object, use the field labels shown on the custom object detail page in Salesforce as the column labels in your import file.
Preparing Campaign Members
When importing campaign members, use the field labels in Salesforce as the column labels in your import file.
Preparing Solutions
When importing solutions, use the field labels in Salesforce as the column labels in your import file.
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Set Up and Maintain Your Salesforce Organization Prepare Your Data for Import
<a>
<abbr>
<acronym>
<address>
<b>
<bdo>
<big>
<blockquote>
<br>
<caption>
<cite>
<code>
<col>
<colgroup>
<dd>
<del>
<dfn>
<div>
<dl>
You can enter HTML into the solutions you plan to import into Salesforce. However, unless your org has enabled HTML solutions,
HTML tags will display in the solutions after they are imported.
For security purposes, Salesforce automatically filters all HTML solutions for potentially malicious HTML. If potentially malicious HTML is detected in an HTML solution, the potentially malicious HTML is either removed or transformed into text for users who view the
HTML solution. Users can’t notice when potentially malicious HTML is removed from an HTML solution.
You can import solutions written in HTML format into Salesforce. However, for security purposes, only the HTML tags listed below are allowed. The content of any HTML tags not listed below is removed when saved in HTML solutions. Furthermore, the content of all
<script>
and
<iframe>
tags, as well as all JavaScript, is removed when saved in HTML solutions. Cascading Style Sheets
(CSS) are not supported in HTML solutions.
The following HTML tags are allowed in HTML solutions imported into Salesforce:
<ins>
<kbd>
<li>
<ol>
<p>
<pre>
<dt>
<em>
<font>
<h1>
<h2>
<h3>
<h4>
<h5>
<h6>
<hr>
<i>
<img>
<q>
<samp>
<small>
<span>
<strike>
<strong>
<sub>
<sup>
<table>
<tbody>
<td>
<tfoot>
<th>
<thead>
<tr>
<tt>
<ul>
<var>
Within the above tags, you can include the following attributes: alt background face height size src
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Set Up and Maintain Your Salesforce Organization Prepare Your Data for Import border class colspan href name rowspan style target width
The above attributes, which can include a URL, are limited to URLs that begin with the following:
•
http:
•
https:
•
file:
•
ftp:
•
mailto:
•
#
•
/
for relative links
SEE ALSO:
Default Field Mapping for ACT!
Default Field Mapping for Outlook
Create Export Files for Import Wizards
Default Field Mapping for ACT!
This table details how ACT! fields map to Salesforce account and contact import fields during an individual data import.
Note: If an ACT! record contains more than one contact for the same company, the import wizard creates multiple contacts for one account.
ACT! Field
Address 1
Address 2
Address 3
Alt Phone
Alt Phone Ext.
Assistant
Asst. Phone
Import Field
Contact:
Mailing Address
and
Account:
Billing Address
Contact:
Mailing Address
and
Account:
Billing Address
Contact:
Mailing Address
and
Account:
Billing Address
Contact:
Other Phone
Contact:
Other Phone Ext.
Contact:
Assistant's Name
Contact:
Asst. Phone
EDITIONS
Available in: Salesforce
Classic
Available in: All Editions except Database.com
409
Set Up and Maintain Your Salesforce Organization
Fax Ext.
First Name
Home Address 1
Home Address 2
Home Address 3
Home City
Home Country
Home Phone
Home State
Home Zip
ID/Status
Last Name
Mobile Phone
Note
Phone
ACT! Field
Asst. Phone Ext.
City
Company
Contact
Country
Import Field
Contact:
Asst. Phone Ext.
Contact:
Mailing City
and
Account:
Billing City
Account:
Name
Contact:
Full Name
Contact:
Mailing Country
and
Account:
Billing Country
Department
Contact:
Department
E-mail Login
(The import wizard verifies this is a valid email address in the form: [email protected])
Contact:
Fax
Contact:
Fax
and
Account:
Fax
Phone Ext.
Contact:
Business Fax Ext.
Contact:
First Name
Contact:
Other Address 1
Contact:
Other Address 2
Contact:
Other Address 3
Contact:
Other City
Contact:
Other Country
Contact:
Home Phone
Contact:
Other State
Contact:
Other Postal Code
Account:
Type
Contact:
Last Name
Contact:
Mobile Phone
Does not import
Contact:
Phone
and
Account:
Phone
Contact:
Business Phone Ext.
Prepare Your Data for Import
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Set Up and Maintain Your Salesforce Organization Prepare Your Data for Import
ACT! Field
Referred By
Revenue
State
Import Field
Contact:
Lead Source
Account:
Annual Revenue
Contact:
Mailing State
and
Account:
Billing State
Ticker Symbol
Title
Web Site
Zip
Account:
Ticker Symbol
Contact:
Title
Account:
Website
Contact:
Mailing Postal Code
Account:
Billing Postal Code
2nd Contact
2nd Phone
2nd Phone Ext.
2nd Title
3rd Contact
2nd Contact:
Name
2nd Contact:
Phone
2nd Contact:
Phone Ext.
2nd Contact:
Title
3rd Contact:
Name
3rd Phone
3rd Phone Ext.
3rd Contact:
Phone
3rd Contact:
Phone Ext.
3rd Title
3rd Contact:
Title
2nd Last Reach
,
3rd Last Reach
,
Asst. Title
,
Last Attempt
,
Last Meeting
,
Last Reach
,
Last
Results
,
Letter Date
,
Pager
,
Spouse
,
User 1-15
Contact:
Note
or Account:
Note
(In Professional, Enterprise, Unlimited, Performance, and Developer
Edition organizations, you specify which fields import into a single contact or account note; separate notes are not created for each
ACT! field.)
SEE ALSO:
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Set Up and Maintain Your Salesforce Organization Prepare Your Data for Import
Default Field Mapping for Outlook
This table details how Outlook fields map to Salesforce account and contact import fields during an individual data import.
Outlook Field
Assistant’s Name
Assistant’s Phone
Birthday
Business City
Business Country
Business Fax
Business Phone
Business Postal Code
Business Street
Business Street 2
Business Street 3
Company
Import Field
Contact:
Assistant’s Name
Contact:
Asst Phone
Contact:
Birthdate
Contact:
Mailing City
and
Account:
Billing City
Contact:
Mailing Country
and
Account:
Billing Country
Contact:
Fax
and
Account:
Fax
Contact:
Phone
Contact:
Mailing Postal Code
Account:
Billing Postal Code
Contact:
Mailing Address
and
Account:
Billing Address
Contact:
Mailing Address
and
Account:
Billing Address
Contact:
Mailing Address
and
Account:
Billing Address
Account:
Account Name
and
Contact:
Account
Company Main Phone
Department
Account:
Phone
Contact:
Department
(The import wizard verifies this is a valid email address in the form: [email protected])
Contact:
First Name
Home City
Contact:
First Name
Contact:
Other City
EDITIONS
Available in: Salesforce
Classic
Available in: All Editions except Database.com
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Set Up and Maintain Your Salesforce Organization Prepare Your Data for Import
Outlook Field
Home Country
Home Phone
Home Postal Code
Home Street
Home Street 2
Home Street 3
Job Title
Last Name
Manager's Name
Import Field
Contact:
Other Country
Contact:
Home Phone
Contact:
Other Postal Code
Contact:
Other Address
Contact:
Other Address
Contact:
Other Address
Contact:
Title
Contact:
Last Name
Contact:
Reports To
(In addition, if the name in this field does not match an existing contact, a new contact is created with the manager’s name.)
Mobile Phone
Notes
Other Phone
Contact:
Mobile Phone
Contact:
Description
Contact:
Other Phone
Referred By
Title
Contact:
Lead Source
Contact:
Salutation
Web Page
Account:
Website
Account
,
Anniversary
,
Billing Information
,
Business Phone 2
,
Callback
,
Car Phone
,
Categories
,
Children, Directory Server
,
E-mail 2
,
E-mail 3
,
Government ID Number
,
Hobby
,
Home Fax
,
Home Phone 2
,
Internet
Free/Busy Address
,
ISDN, Keywords
,
Language
,
Location
,
Middle Name
,
Mileage
,
Office
Location
,
Organizational ID Number
,
Other
City
,
Other Country
,
Other Fax
,
Other Postal
Code
,
Other State
,
Other Street
,
Other Street
2
,
Other Street 3
,
Pager
,
PO Box
,
Primary Phone
,
Profession
,
Radio Phone
,
Spouse
,
Suffix
,
Telex
,
TTY/TDD Phone
,
User 1
,
User 2
,
User 3
,
User 4
Contact:
Note
or Account:
Note
(In Professional, Enterprise, Unlimited, Performance, and Developer
Edition organizations, you specify which fields import into a single contact or account note; separate notes are not created for each
Outlook field.)
SEE ALSO:
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Set Up and Maintain Your Salesforce Organization Prepare Your Data for Import
Field Mapping for Other Data Sources and Organization Import
If you are importing accounts and contacts for an organization, or importing individual data from sources other than Outlook or ACT!, the Import Wizards map the fields as correctly as possible. You must fine-tune the mapping before completing the import. Before importing your data, Salesforce recommends that you use Excel to label the columns in your import file with the labels listed below.
Field length limits for each object are listed in the Salesforce Field Reference Guide .
EDITIONS
Available in: Salesforce
Classic and Lightning
Experience
Note: The default mappings listed below are offered as a guide for importing; they do not ensure 100% accuracy in mapping your data. You must fine-tune the mapping in the
Import Wizards. Remember that you can map the same field multiple times if necessary—for example, for the account and contact address fields.
Available in: All Editions except Database.com
Organization import not available in: Personal
Edition, Database.com
Common Fields for Contacts and Accounts
Label for Your Import File Salesforce Field
Record Owner
Contact:
Contact Owner
and
(Note: For individual imports, this field is not necessary, since all data you import is automatically owned by you. In addition, when importing records by Salesforce record ID, this field is ignored.)
Account:
Account Owner
Currency ISO Code
(Note: You can use this field only for organization imports in organizations that use multiple currencies. For more information, see
on page 404.)
Contact:
Contact Currency
and
Account:
Account Currency
Label for Your Import File
Assistant
Asst. Phone
Asst. Phone Ext.
Birthdate
Business Fax
Business Fax Ext.
Business Phone
Business Phone Ext.
Contact Description
Contact Fields
Contact:
Assistant
Salesforce Field
Contact:
Asst. Phone
Appended to Contact:
Asst. Phone
Contact:
Birthdate
Contact:
Fax
Appended to Contact:
Fax
Contact:
Phone
Appended to Contact:
Phone
Contact:
Description
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Set Up and Maintain Your Salesforce Organization Prepare Your Data for Import
Label for Your Import File
Contact Full Name
or
First Name
&
Last Name
(Note: When importing contact names, use either
Contact
Full Name
or
First Name
and
Last Name
, but not both.)
Contact Fields
Salesforce Field
Contact:
First Name
and
Contact:
Last Name
Contact ID
(Note: Record IDs are case-sensitive and should not be changed.)
Contact:
Contact ID
Contact Note
Department
Creates a note attached to the contact
Contact:
Department
E-mail Address
(Note: The import wizard verifies this is a valid email address in the form: [email protected].)
Contact:
Email Opt Out
(Note: Use “1” to indicate that user opts out; use “0” to indicate that user wants emails.)
Contact:
Email Opt Out
Home Phone
Home Phone Ext.
Lead Source
Mailing City
Mailing Country
Mailing Postal Code
Mailing State
Mailing Street 1
Mailing Street 2
Mailing Street 3
Mobile Phone
Mobile Phone Ext.
Other City
Other Country
Other Phone
Contact:
Home Phone
Appended to Contact:
Home Phone
Contact:
Lead Source
Contact:
Mailing City
Contact:
Mailing Country
Contact:
Mailing Address Zip/Postal Code
Contact:
Mailing State/Province
Contact:
Mailing Address
Contact:
Mailing Address
Contact:
Mailing Address
Contact:
Mobile
Appended to Contact:
Mobile
Contact:
Other City
Contact:
Other Country
Contact:
Other Phone
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Set Up and Maintain Your Salesforce Organization Prepare Your Data for Import
Other Phone Ext.
Other Postal Code
Other State
Label for Your Import File
Other Street 1
Contact Fields
Salesforce Field
Appended to Contact:
Other Phone
Contact:
Other Address Zip/Postal Code
Contact:
Other State/Province
Contact:
Other Address
Other Street 2
Other Street 3
Contact:
Other Address
Contact:
Other Address
Reports To
(Note: If the import wizard cannot find a contact that matches the name in this field, it will create a new contact using this value as the Contact:
First Name
&
Last Name
.)
Contact:
Reports To
Salutation
Title
2nd Contact
2nd Phone
2nd Phone Ext.
2nd Title
3rd Contact
3rd Phone
3rd Phone Ext.
3rd Title
Prefixed to Contact:
First Name
Contact:
Title
Split into Contact:
First Name
&
Last Name
for a second contact for the account
Contact:
Phone
for a second contact for the account
Appended to Contact:
Phone
for a second contact for the account
Contact:
Title
for a second contact for the account
Split into Contact:
First Name
&
Last Name
for a third contact for the account
Contact:
Phone
for a third contact for the account
Appended to Contact:
Phone
for a third contact for the account
Contact:
Title
for a third contact for the account
Label for Your Import File
Account Description
Account Fields
Salesforce Field
Account:
Description
Account Division
(Note: You do not need to specify this field if you choose to assign the division via the drop-down list on Step 1 of the import wizard.
If you do not map this field or use the division drop-down list, the division is set to the record owner’s default division for each record.)
Account:
Account Division
Account Fax
Account:
Fax
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Set Up and Maintain Your Salesforce Organization Prepare Your Data for Import
Label for Your Import File
Account Fax Ext.
Account Fields
Salesforce Field
Appended to Account:
Fax
Account ID
(Note: Record IDs are case-sensitive and should not be changed.)
Account:
Account ID
Account Name
Account:
Account Name
and
Contact:
Account
Account Note
Account Number
Account Phone
Account Phone Ext.
Account Site
Account Type
Billing City
Billing Country
Creates a note attached to the account
Account:
Account Number
Account:
Phone
Appended to Account:
Phone
Account:
Account Site
Account:
Type
Account:
Billing City
Account:
Billing Country
Billing Postal Code
Billing State
Billing Street 1
Billing Street 2
Billing Street 3
Employees
Industry
Ownership
Account:
Billing Zip/Postal Code
Account:
Billing State/Province
Account:
Billing Address
Account:
Billing Address
Account:
Billing Address
Account:
Employees
Account:
Industry
Account:
Ownership
Parent Account
(Note: If the import wizard cannot find an account that matches the parent account name, it will create a new account using this value as the
Account Name
.)
Account:
Parent Account
Parent Account Site
(Note: Indicates the site value of
Parent Account
.)
Rating
Revenue
Shipping City
Account:
Account Site
(Note: Maps to the
Account Site
field in the parent account.)
Account:
Rating
Account:
Annual Revenue
Account:
Shipping City
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Set Up and Maintain Your Salesforce Organization
Label for Your Import File
Shipping Country
Shipping Postal Code
Shipping State
Shipping Street 1
Shipping Street 2
Shipping Street 3
SIC Code
Ticker Symbol
Website
Prepare Your Data for Import
Account Fields
Salesforce Field
Account:
Shipping Country
Account:
Shipping Zip/Postal Code
Account:
Shipping State/Province
Account:
Shipping Address
Account:
Shipping Address
Account:
Shipping Address
Account:
SIC Code
Account:
Ticker Symbol
Account:
Website
Note: If you include record types in your import file, the Import Wizard uses the record owner’s default record type when creating new records. For existing records, the Import Wizard does not update the record type field.
SEE ALSO:
Field Mapping for Importing Leads
To improve the accuracy of your import, label the columns in your import file to match the Salesforce
Lead fields. When you import the leads, the Data Import Wizard maps the fields in your import file
Note: The following default mappings aren’t always 100% accurate in mapping your data.
Check the import and fine-tune the mapping in the Data Import Wizard as necessary.
Import File Label
Annual Revenue
City
Company
Country
Currency ISO Code
Note: Use this field only for orgs that use
multiple currencies; see Importing Multiple
on page 404.
Description
Salesforce Lead Field
Annual Revenue
City
Company
Country
Lead Currency
Description
EDITIONS
Available in: Salesforce
Classic and Lightning
Experience
Available in: Group,
Professional, Enterprise,
Performance, Unlimited, and Developer Editions
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Set Up and Maintain Your Salesforce Organization Prepare Your Data for Import
Import File Label
The Data Import Wizard verifies email addresses in the form of [email protected].
Salesforce Lead Field
Email Opt Out
Use “1” to indicate that the user opts out. Use “0” to indicate that the user wants emails.
Email Opt Out
No. of Employees No. of Employees
Fax
Full Name or First Name & Last Name
(Note: When importing lead names, use either Full Name or First
Name and Last Name, but not both.)
Fax
First Name and Last Name
Industry Industry
Lead Division
Note: Do not specify this field if you assign the division using the dropdown list in Step 1 of the Data Import Wizard. If you do not map this field or use the division dropdown list, the division is set to the record owner’s default division for each record.
Lead Division
Lead ID
Lead ID
Note: Record IDs are case-sensitive and must not be changed.
Lead Source
Note: Do not specify this field if you assign the same lead source to all leads on the first page of the Data Import Wizard. The Lead
Source dropdown lists all active lead source picklist values.
Lead Source
Lead Status
Mobile Phone
Phone
Postal Code
Lead Status
Mobile
Phone
Postal Code
Rating Rating
Record Owner
Note: You do not need this field if you assign ownership using a lead assignment rule. When you import records by Salesforce record
ID, this field is ignored.
Lead Owner
419
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