Create Export Files for Import Wizards
- Use your existing software to create a data export file.Exporting from ACT!Exporting from LinkedIn®Exporting from OutlookExporting from Other Data SourcesExporting from Salesforce
- Exporting from ACT!
- Exporting from LinkedIn®
- Exporting from Outlook
- Exporting from Other Data Sources
- Exporting from Salesforce
- Review data you will import to ensure that it is more up-to-date than what is already in Salesforce. Your Salesforce data will be replaced with data from your import file, even if it is out of date.
- Compare your data fields with the Salesforce fields you can import into, and verify that your data will be mapped into the appropriate Salesforce fields. See Prepare Your Data for Import.
- If you are the administrator and are importing for multiple users, combine export data from multiple sources into a single comma delimited text file (.csv) using Excel.NoteWhen importing records from multiple users, your export file must include a Record Owner field for all new records which must contain thefull usernames or first and last names of existing, active users. Existing record ownerswill not be changed; new records will be assigned to the user listed in the Record Owner field. For example, records that should be owned byJoe Smith in your organization must have that user’s username(”jsmith@acme.com”) or first and last names (for example, “JoeSmith”, or “Smith Joe” for Asian locales). For lead imports, youcan also specify the name of a lead queue.When importing leads, you can alternatively use a lead assignment rule to specify theowners of the imported data, instead of using a Record Ownerfield.
