Start
the wizard.
- From
Setup, enter Data Import Wizard in the Quick Find box, then select Data
Import Wizard.
- Review
the information provided on the welcome page, then click Launch
Wizard!
Choose
the data that you want to import.
- To
import accounts, contacts, leads, solutions, person accounts, or campaign
members, click Standard Objects. To import custom objects,
click Custom Objects.
- Specify
whether you want to add new records to Salesforce, update existing
records, or add and update records simultaneously.
- Specify
matching and other criteria as necessary. Hover over the question marks
for more information about each option.
- Specify
the file that contains your data. You can specify your data file by
dragging the CSV to the upload area of the page or by clicking the CSV
category you’re using and then navigating to and selecting the file.
- Choose
a character encoding method for your file. Most users can accept the
default character encoding.
- Click Next.
Map
your data fields to Salesforce data fields. The Data Import Wizard tries
to map as many of your data fields as possible to standard Salesforce data
fields. If Salesforce can’t automatically map fields, however, you do it
manually. Unmapped fields are not imported into Salesforce. To see a list
of standard Salesforce data fields, from Setup, at the top of the page,
click Object Manager. Click the object whose fields you’re
interested in, and click Fields & Relationships. For
example, if you want to see a list of standard Salesforce fields for
leads, click Object Manager | Lead | Fields
& Relationships.
- Scan
the list of mapped data fields and locate any unmapped fields.
- Click Map to
the left of each unmapped field.
- In
the Map Your Field dialog box, choose the Salesforce fields you want to
map to and click Map. 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.
- To
change mappings that Salesforce performed automatically, click Change to
the left of the appropriate field, then choose the Salesforce fields you
want to map to and click Map.
- Click Next.
Review
and start your import.
- 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.
- Click Start
Import.
Check
import status. From Setup, enter “Bulk Data Load Jobs” in the Quick
Find box, then select Bulk Data Load Jobs. The user who
starts the data import receives a status email when the import is
completed.