Summary

 How to Import Accounts and Contacts via the Data Import Wizard. 

 

 

How-To

 

Instructions

Step 1 - Prepare your data for import in CSV format Note: make sure you have data in all the required fields.

Required Contact Fields: Last Name, Email, and Account ID (Individual account as a default)

Required Account Fields: Name

Step 2 - Click the gear icon in the top right of your home screen

Step 3 - from Setup, enter Data Import Wizard in the Quick Find box

Step 4 - Open Data Import Wizard

Step 5 - Select Accounts and Contacts

Step 6 - Select Add new records, Update existing records, or Add new and update existing records

Step 7

A - Match Contacts by Email or Name

B - Match Accounts by Original Salesforce ID

C - Match "Connected By" look up field by Salesforce.com ID

D - Select - "Trigger Workflows and processes?"

E - Record type:

1. Your assigned department if contacts should be private

2. Shared if it should be open to anyone

Step 8 - Add your CSV file

Step 9 - Map CSV fields to Salesforce Fields

Step 10 - Start Import

 

 

Outcome

Your records should import into Salesforce

 

Further Readings

Help Articles:

https://www.saasguru.co/data-import-wizard-salesforce/?srsltid=AfmBOorZ8AO7t_WEe1N-A5IkAwlzynbnnIZzj2kei5So_dZobcNIlwW1

https://www.salesforceben.com/introduction-to-the-data-import-wizard-for-salesforce/

https://help.salesforce.com/s/articleView?id=xcloud.notes_on_importing_data.htm&type=5

https://help.salesforce.com/s/articleView?id=xcloud.import_with_data_import_wizard.htm&type=5

Videos:

https://www.youtube.com/watch?v=1rsAPfTxNRw

Trailhead:

https://trailhead.salesforce.com/content/learn/modules/lex_implementation_data_management
https://trailhead.salesforce.com/content/learn/projects/import-and-export-with-data-management-tools

 

 

Need additional help?

If you have any additional questions, please submit a ticket by using the ECRM Services Support Form.