{"id":984,"date":"2023-07-09T17:55:41","date_gmt":"2023-07-09T17:55:41","guid":{"rendered":"https:\/\/baseweb.brigittebianchi.com\/?p=984"},"modified":"2025-02-28T17:03:34","modified_gmt":"2025-02-28T17:03:34","slug":"how-to-import-data-into-salesforce-and-dont-die-trying","status":"publish","type":"post","link":"https:\/\/www.skyblux.com\/en\/welcome\/how-to-import-data-into-salesforce-and-dont-die-trying\/","title":{"rendered":"How to Import Data into Salesforce and Don&#8217;t Die Trying"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"984\" class=\"elementor elementor-984\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2e4ac96 elementor-section-stretched elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2e4ac96\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;stretch_section&quot;:&quot;section-stretched&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-48effa6\" data-id=\"48effa6\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-79db21fc elementor-widget elementor-widget-text-editor\" data-id=\"79db21fc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Data is one of the main intangible assets of your company: Customers, Contacts, Products, Sales, Service Cases. However, many times managing data is a major challenge for Salesforce users.<\/p><p>Let&#8217;s start with bulk data loading.<\/p><p>In this article we are going to show you the process and the tools that Salesforce has to load, maintain and manage data in an easier and more controlled way.<\/p><p style=\"text-align: left;\"><strong>Tools and steps to follow for a successful import<\/strong><\/p><p><strong>Data Import Wizard<\/strong><\/p><p style=\"text-align: justify;\">Let&#8217;s start with the simplest Salesforce Data Import Wizard tool. This tool is useful for using standard objects such as Accounts, Leads, and having a value of less than 50,000 records. This tool will guide the user through each of the steps:<\/p><p>Step 1: Prepare the data to be imported<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/unnamed.png\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/unnamed.png\" alt=\"\" width=\"842\" height=\"368\" \/><\/a><\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img2.png\"><img decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img2.png\" alt=\"\" width=\"512\" height=\"311\" \/><\/a><\/p><p>Step 2: Select the object to be loaded<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img3.png\"><img decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img3.png\" alt=\"\" width=\"512\" height=\"180\" \/><\/a><\/p><p>Step 3: Indicate the action to perform. In this case, we are going to import new records<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img4.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img4.png\" alt=\"\" width=\"512\" height=\"177\" \/><\/a><\/p><p>Step 4: Select the CSV file to import.<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img5.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img5.png\" alt=\"\" width=\"512\" height=\"183\" \/><\/a><\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img6-1.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img6-1.png\" alt=\"\" width=\"512\" height=\"187\" \/><\/a><\/p><p>Step 5: Map the Salesforce fields to those in the file.<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img7.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img7.png\" alt=\"\" width=\"512\" height=\"178\" \/><\/a><\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img8.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img8.png\" alt=\"\" width=\"512\" height=\"186\" \/><\/a><\/p><p>And as a last step, review the imported data and its status.<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img9.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img9.png\" alt=\"\" width=\"512\" height=\"60\" \/><\/a><\/p><p><b>Data Loader<\/b><\/p><p>In case of more complex loads and with a larger volume of records, Salesforce has \u00abData Loader\u00bb. It allows up to 5,000,000 million records, the loading records for custom objects or for opportunities and cases.<\/p><p>Step 1: Start the application<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img10.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img10.png\" alt=\"\" width=\"512\" height=\"261\" \/><\/a><\/p><p>Step 2: Connect the application with Salesforce<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img11.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img11.png\" alt=\"\" width=\"512\" height=\"284\" \/><\/a><\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img12.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img12.png\" alt=\"\" width=\"512\" height=\"284\" \/><\/a><\/p><p>Step 3: Browse for the file to be uploaded and download it in CSV format<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img13.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img13.png\" alt=\"\" width=\"512\" height=\"273\" \/><\/a><\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img14.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img14.png\" alt=\"\" width=\"512\" height=\"288\" \/><\/a><\/p><p>Step 4: Select the object to be loaded<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img15.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img15.png\" alt=\"\" width=\"512\" height=\"331\" \/><\/a><\/p><p>Step 5: Select the file to upload<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img16.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img16.png\" alt=\"\" width=\"512\" height=\"326\" \/><\/a><\/p><p>Step 6: Perform the field mapping process by selecting the \u00abauto mapping\u00bb option or by dragging the field from above.<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img17.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img17.png\" alt=\"\" width=\"512\" height=\"333\" \/><\/a><\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img18.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img18.png\" alt=\"\" width=\"379\" height=\"512\" \/><\/a><\/p><p>Step 7: Select the folder where the data import results are to be saved.<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img19.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img19.png\" alt=\"\" width=\"512\" height=\"257\" \/><\/a><\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img20.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img20.png\" alt=\"\" width=\"512\" height=\"340\" \/><\/a><\/p><p><b>Salesforce Connector (Google sheet)<\/b><\/p><p>Another tool that Salesforce has to import data is \u00abSalesforce connector\u00bb, created by Google for \u00abGoogle Sheets\u00bb. With this tool you can:<\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\">Import data and reports from Salesforce into your spreadsheet.<\/li><li style=\"font-weight: 400;\" aria-level=\"1\">Easily import, update and delete your data from your spreadsheet to Salesforce.<\/li><\/ul><p>Let&#8217;s see how to import data with \u00abSalesforce Connector\u00bb.<\/p><p>Step 1: Review the data<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img21.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img21.png\" alt=\"\" width=\"512\" height=\"328\" \/><\/a><\/p><p>Step 2: Connect the spreadsheet to Salesforce<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img22.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img22.png\" alt=\"\" width=\"512\" height=\"288\" \/><\/a><\/p><p>Step 3: Select cells<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img23.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img23.png\" alt=\"\" width=\"512\" height=\"216\" \/><\/a><\/p><p>Step 4: Select the update option<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img24.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img24.png\" alt=\"\" width=\"512\" height=\"216\" \/><\/a><\/p><p>Step 5: Select the object and the \u00abinsert\u00bb checkbox<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img25.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img25.png\" alt=\"\" width=\"347\" height=\"512\" \/><\/a><\/p><p>Step 6: Specify the column where the import results will be saved<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img26.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img26.png\" alt=\"\" width=\"302\" height=\"491\" \/><\/a><\/p><p>Step 7: Review the field mapping and select the field manually, if necessary.<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img27.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img27.png\" alt=\"\" width=\"287\" height=\"506\" \/><\/a><\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img28.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img28.png\" alt=\"\" width=\"296\" height=\"506\" \/><\/a><\/p><p>Paso 8: Insert the records.<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img29.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img29.png\" alt=\"\" width=\"335\" height=\"475\" \/><\/a><\/p><p>Step 9: Once the data has been imported, the system will display the results<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img30.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img30.png\" alt=\"\" width=\"512\" height=\"185\" \/><\/a><\/p><p><b>Clear the data! A crucial step for a successful import<\/b><\/p><p>We have already shown you the tools and the process in each one of them. But this will not work if the data has errors! So we suggest that you clean the data and here are the following tips:<\/p><ol><li style=\"font-weight: 400;\" aria-level=\"1\">Use the option to remove duplicate data.<\/li><li style=\"font-weight: 400;\" aria-level=\"1\">In the file for fields that have a pick list, use a list of values in the spreadsheet to use the existing values in Salesforce.<\/li><li style=\"font-weight: 400;\" aria-level=\"1\">For example, remove periods, commas or characters you don&#8217;t need.<\/li><li style=\"font-weight: 400;\" aria-level=\"1\">Don&#8217;t be afraid to use the formulas in your spreadsheet to make the records meet the standards your company wants.<\/li><\/ol><p><b>What does the future hold?<\/b><\/p><p>Salesforce is always improving its CRM and in the next update it is going to give us a new tool for exporting and importing data such as leads and contacts, allowing multiple options and a guided process.<\/p><p><a href=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img31.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/02\/img31.png\" alt=\"\" width=\"512\" height=\"397\" \/><\/a><\/p><p><b>Summary<\/b><\/p><p>Whichever tool you use, it is important to learn how to import data as quickly and effectively as possible to get the most out of it and avoid errors that can harm the company.<\/p><p>This will ensure that you have the right information about the customer, your commercial operations and customer service, which will allow you to better serve your customers and achieve higher sales.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-050395e\" data-id=\"050395e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b80e3bb elementor-widget elementor-widget-html\" data-id=\"b80e3bb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<iframe style=\"border: 0;\" src=\"https:\/\/go.pardot.com\/l\/930373\/2021-06-05\/3rq\" width=\"100%\" height=\"700\" frameborder=\"0\" data-mce-fragment=\"1\"><\/iframe>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-62dfc59e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"62dfc59e\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-71e07a32\" data-id=\"71e07a32\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Data is one of the main intangible assets of your company: Customers, Contacts, Products, Sales, Service Cases. However, many times managing data is a major challenge for Salesforce users. Let&#8217;s start with bulk data loading. In this article we are going to show you the process and the tools that Salesforce has to load, maintain [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1510,"comment_status":"open","ping_status":"open","sticky":false,"template":"elementor_theme","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"enabled","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[1],"tags":[],"class_list":["post-984","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/posts\/984","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/comments?post=984"}],"version-history":[{"count":8,"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/posts\/984\/revisions"}],"predecessor-version":[{"id":2125,"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/posts\/984\/revisions\/2125"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/media\/1510"}],"wp:attachment":[{"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/media?parent=984"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/categories?post=984"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/tags?post=984"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}