Import your data

What:

You can quickly import your existing list of companies and contacts into Salesforce

Why:

If you have a large number of companies and contacts in another system you can bring them into Salesforce and begin tracking your interactions with them as you work to create and close new deals

Which:

  • Spreadsheet
  • Outlook
  • Gmail

Import contact data from a spreadsheet

  1. Using your spreadsheet program, export the spreadsheet as a Comma Separated Value (CSV) file
  2. Got to the Contacts tab, and click the Import My Accounts & Contacts link in the Tools section
  3. Click Start the Import Wizard
  4. Select the Other Data Source option and then click Next
  5. Click the Browse or Choose File button to select the file to upload and then click Next
  6. Click Next again. If your data fields do not automatically map how you would like them to, you can manually map each of the fields in your file to Salesforce
  7. Keep clicking Next until you reach the end of the mapping process, then click Import Now!
  8. Click Finish when done
  9. You're done! Click the Contacts tab to check your work. You can see the contacts that have just been imported

Import contacts from Outlook

How:

  1. Launch Outlook
  2. Select File menu and then the Import and Export… menu option
  3. Choose Export to a file and click Next
  4. Choose Comma Separate Values (Windows) and click Next
  5. Check Custom Field mapping. If you have any fields in Salesforce that you want contact information mapped into (e.g., you track the number of years each contact has been at a company), you can do so by clicking Map Custom Fields and then following the instructions
  6. Click Finish
  7. In Salesforce, click the Contacts tab
  8. Click the Import My Accounts & Contacts link in the Tools section
  9. Click Start the Import Wizard
  10. Select the Microsoft Outlook option and then click Next
  11. Click the Browse or Choose File button to select the file to upload and then click Next
  12. Click Next again. If your data fields do not automatically map how you would like them to, you can manually map each of the fields in your file to Salesforce
  13. Keep clicking Next until you reach the end of the mapping process, then click Import Now!
  14. Click Finish when done
  15. You're done! Click the Contacts tab to check your work. You can see the contacts that have just been imported

Import contacts from Gmail

How:

  1. Log in to your Gmail account
  2. Click Contacts on the left side of the page under your Inbox and Trash links
  3. Click Export on the right side of the page
  4. Choose the Contact list to export
  5. Choose Outlook’s CSV format (for importing into Outlook or other applications)
  6. Click Export
  7. Click Save to Disk and then click OK. If a window pops up, you should save the file to your desktop
  8. In Salesforce, click the Contacts tab
  9. Click the Import My Accounts & Contacts link in the Tools section
  10. Click Start the Import Wizard
  11. Select the Other Data Source option and then click Next
  12. Click the Browse or Choose File button to select the file to upload and then click Next
  13. Click Next again. If your data fields do not automatically map how you would like them to, you can manually map each of the fields in your file to Salesforce
  14. Keep clicking Next until you reach the end of the mapping process, then click Import Now!
  15. Click Finish when done
  16. You're done! Click the Contacts tab to check your work. You can see the contacts that have just been imported