1
Navigate to your Salesforce account
Navigate to your Salesforce account
How to import new Accounts into SFDC
A ready-made, step-by-step walkthrough. Preview every step below — then make it your own in seconds.
Sales & Customer Success
2
Click the Setup icon
Click the gear icon in the top right header to open the setup menu.
3
Click the Setup option
Click the Setup option in the Setup Menu dropdown to open the configuration page.
4
Click in "Quick Find" input field
Click in "Quick Find" input field
5
Type "import"
Type "import"
6
Click "Data Import Wizard"
Click "Data Import Wizard"
7
Click "Data Import Wizard"
Click "Data Import Wizard"
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Click "Accounts and Contacts" link
Click "Accounts and Contacts" link
9
Click "Add new records" link
Click "Add new records" link
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Click this dropdown and select "Name"
Click this dropdown and select "Name"
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Click "Next"
Click "Next"
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Heads Up! For you to map your accounts that aren't already in SFDC please make sure your csv. has a column in it with your name. SFDC will assign the Account owner from this field.
Heads Up! For you to map your accounts that aren't already in SFDC please make sure your csv. has a column in it with your name. SFDC will assign the Account owner from this field.
13
Your CVS list will have the fields you are trying to import into SFDC.
Your CVS list will have the fields you are trying to import into SFDC.
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Once you have all your field you want to map click "Next"
Once you have all your field you want to map click "Next"
15
Click "Start Import"
Click "Start Import"
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Once you hit ok you should see the details of the upload. It's important to see how many accounts were added and how many failed.
Once you hit ok you should see the details of the upload. It's important to see how many accounts were added and how many failed.
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