-
Steps involved in preparing and importing data from a sample .csv file using the Data Import Wizard
What are the steps involved in preparing and importing data from a sample .csv file using the Data Import Wizard?
-
2 Replies
-
Hi Anjali,
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.
2. Start the wizard.
3.Choose the data that you want to import.
4.Map your data fields to Salesforce data fields.
5.Review and start your import.
6.Check import status.
-
Hello,
Steps involved in preparing and importing data from a sample .csv file using the Data Import Wizard are -
- From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard.
- Launch the Data Import Wizard
- Choose the Standard Object.
- Map the column if not map properly
- Start the import
- Check your status.
Thanks.
Log In to reply.
Popular Salesforce Blogs
3 Ways Salesforce Data Cloud is Transforming Healthcare
Healthcare is a constantly shifting industry and data can aid in making informed decisions that improve patient care. Despite this, the vast amounts of data…
Salesforce Trends to Watch Out for in 2022
A lot has changed since last year. Customers now expect digital convenience over in-store shopping. This is where we saw digital tools like Zoom, Slack,…
Send Salesforce Data on Google Drive via WebMerge
Here in this blog, we are using Salesforce Record data to be saved to Google Drive via WebMerge Document. Please follow the below steps for…
Popular Salesforce Videos
How Salesforce Supports Veterans in the Workplace
Have you found community at your workplace? Tune in as Brian Kim, Account Executive, shares how Salesforce supports veterans in the workplace through Vetforce, our…
Knowledge Base in Salesforce Lightning
By end of this video, we will be able to 1. Understand what is knowledge base. 2. Why we need to use Knowledge base 3.…
Know Why Salesforce Is Secure For Your Business Data
Salesforce.com uses a variety of methods as mentioned in the video - to ensure that your business data is safe, secure, and available only to…
