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 , and then start the import wizard. Choose from any of these sources.While 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
|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.|
||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.|