All You Need to Know When Importing Contacts Into Salesforce

In Salesforce, there are several ways of importing data. If you are familiar with how Salesforce works, you will find it much easier to import contacts, emails, and data from spreadsheets and other places. Importing contacts into Salesforce requires one to have a clear understanding or knowledge on how to integrate different data management software with Salesforce. One of the most commonly used data importing tool is the excel spreadsheet.

Using Spreadsheets When Importing Contacts Into Salesforce

If you have old spreadsheets that you would like to import data into Salesforce, follow this guideline. First, the spreadsheet that contains the data or contacts must be properly formatted. Since Spreadsheets are used to collect data from various content management systems and data packages, there might be a likelihood of bad data format after being added to Salesforce. To avoid this inconveniences and errors, always review your spreadsheets before uploading them to Salesforce.

To improve badly formatted spreadsheets, create a tabular reporter that contains all the accounts, emails, and details that you want to correct or improve. When arranging the accounts and contacts, don’t forget to include the contact’s ID and Accounts ID because you will need them when importing contacts into Salesforce. When importing Excel spreadsheets into Salesforce, always ensure that they are in CSV file format.

How to Import Contacts Into Salesforce From Other Sources

In Salesforce, you can import data from many sources as long as they are in a compatible file format. Follow these steps of importing contacts into Salesforce.

1. In Salesforce account home page, enter “import” in the “Quick-Find” box. On the options that will appear, click on “Import My contacts and accounts” and then on the “start the import process” .

2. On the pop import window, click next in order to upload your file.

3. If you are using a different character encoding setting, change it to your current file settings on the encoding drop down list.

4. Check and ensure that all the contacts are entered into the correct fields.

5. After verifying and reviewing all information, click on the “Import now” option.

On Salesforce account manager homepage, you can easily perform import tasks such as importing data into Salesforce, Salesforce import users, Salesforce import leads and adds mass emails in Salesforce. If you are using a spreadsheet to add mass emails in Salesforce, make sure you sort the spreadsheet by account names in order to avoid interruptions and errors. For contacts, there must be at least three rows in your spreadsheet. Make sure that all the account names are also consistent and in line with each row.

Most people make careless mistakes when importing email contacts into Salesforce. To ensure that you only upload the correct data, review your spreadsheet or text files and add punctuation marks at the end or at the beginning of every email address. Check for any missing “@” or unnecessary character spaces withing the email addresses. Once you have done all the above corrections, you will find the process of importing contacts into Salesforce much easier and stress-free.

Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.