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.
Tips from our team: