Import Accounts and Contacts with Ease

Available to new and trial organizations deployed on and after December 17, 2014 and coming soon to all other organizations, choose from popular data sources to quickly and easily get your accounts and contacts into Salesforce.

We’ve given new life to the Import My Accounts & Contacts wizard, which makes it even easier to get accounts and contacts from the data sources that matter to you into Salesforce. If you have a new Salesforce organization, you can get to the wizard from the Accounts and Contacts tabs in Salesforce. Or, just click Your Name | My Settings | Import | Import My Accounts & Contacts, and then start the import wizard. Choose from any of these sources.Import My Accounts and Contacts Data SourcesWhile your import job is underway, feel free to start more imports from other sources. Or, just close the import window and work on other things. You’ll receive an email for each import job after the process finishes.

Prepare and Work with Your Data

Before you begin your import jobs, make sure that the account and contact data from your sources is the way you want it. Otherwise, you may start out with erroneous or duplicate data in Salesforce.

As you work in the import wizard, you select your data sources and files from which you want to import. If some of your source data doesn’t fit neatly into Salesforce, you may need to map some fields from your data sources so that the data in those fields import into the Salesforce fields you want. For example, your data source includes the field Office Email, but you want it to map to the field Email in Salesforce.

Import Accounts and Contacts from Some of Your Favorite Sources

Learn specific details about our available data sources.
For You’ll Details you should know
Gmail™ Connect directly to Gmail After you establish a connection between Gmail and Salesforce, the import wizard imports your accounts and contacts. You don’t need to map any fields. Quick and easy.
  • LinkedIn® professional networking services
  • Act!™
  • Outlook®
Create comma-separated values (CSV) files The import wizard automatically maps fields from these data sources to Salesforce, which simplifies the import process for you.
All other available data sources Create CSV files The import wizard maps the fields that it can, and requires you to map the fields it can’t.