How to Import Contacts into Salesforce by Spreadsheet or .csv in 3 Easy Steps


One of the simplest things you can do to maximize sales on Salesforce is to ensure your contacts are up-to-date. Here’s a quick step-by-step guide on how to import contacts using a spreadsheet or .csv file:

Step 1: Setup Data Import Wizard on SalesForce

  • Go to the top right-hand corner of your SalesForce dashboard and click the gear icon, then click “Setup.”
  • Use the left-hand sidebar “Quick Find” feature to type in, and then select, “Data Import Wizard.”
  • Click the green “Launch Wizard” button.

  • Click on “What kind of data are you importing?” and select “Accounts and Contacts.”

  • Click on “What do you want to do?” and select “Add new records.”

  • Click on “Where your data is located?” and select your .csv file, then click “Next.”

 

Step 2: Match your .csv fields with Salesforce

  • Salesforce will automatically match your .csv to its available fields in the “Edit Field Mapping: Accounts and Contacts” page.

  • If an “Unmapped” error appears, this means you have a field in your .csv file that Salesforce was unable to automatically match.

  • To resolve this issue, click “Map” and select the Salesforce field that best matches the unmapped data on your .csv file, then click “Map.”
  • Once all “Unmapped” issues are resolved, click “Next.”

 

Step 3: Upload your .csv

  • Double check your setup using the “Mapped fields” and “Unmapped fields” count

  • Click “Start Import”

  • Your .csv file will now successfully import to Salesforce.

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Tips from our team:

“For best results, familiarize yourself with Salesforce fields to ensure your .csv file has fewer mapping issues.”

- Saad, DTC Force


Want to get your entire team up to speed with Sales Cloud without losing valuable time and resources? Get in touch with a solutions expert for a free consultation on how DTC Force can maximize your sales effort.

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