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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?
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2 Replies
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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.
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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.
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