How to Import Contacts as Campaign Members with Data Loader in Salesforce

In Salesforce, Data Loader is used to perform easy to complex data operations. This tool is efficient and capable of performing bulk data operations like insert, update, export, and delete.

Assigning members to the campaign is a crucial part of campaign management and its customization. In this Salesforce tutorial, I will explain to you the process of importing Contacts as Campaign Members with Data Loader in Salesforce.

Import Contacts as Campaign Members with Data Loader in Salesforce

To import contacts as campaign members via the Salesforce Data loader, make sure that you have installed the data loader in your system and have the required access to import and assign contacts as campaign members.

If you meet the above conditions then follow the below steps.

1. To import contacts as campaign members, we need to create a CSV file with the header columns Campaign ID, Contact ID, and Status.

Create CSV file to Import Contacts in campaign via data loader

2. To get the Campaign ID, go to the campaign in which you have to add contacts as members. Then, from the URL, copy the 15-digit code starting from 70.

Import Contacts as Campaign with Data Loader in Salesforce

3. Now, for the Contact IDs, you can follow the previous step for contact records, but if you need to assign bulk contacts to the campaign, then it will be better to run the export of contacts from the data loader, and for that, follow the steps.

  • Open the data loader and click on Export.
  • Select the data object Contact and save the location for the extract file, click Next.
  • From the query field, select Id and Name for reference, then click on the Finish button.
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4. Now, from the extracted file, get the ID of the contacts that you want to import as a Campaign member.

Import and assign contacts as Campaign member from data loader

5. Now, in the CSV file, we have the Contacts ID and Campaign ID. In the column Status, enter the value sent for all rows.

Import Contacts as Campaign via Salesforce Data Loader

6. Now open the data loader and click on the Insert button.

Import bulk contacts as campaign members via Salesforce data loader

7. In this step, activate the check box Show all Salesforce objects, then select the data object Campaign Member.

After this, select the CSV file that we have created in the above steps, then click on the Next button.

Add contacts to campaign via Salesforce data loader

8. As we click on the Next button, the data loader will initialize the CSV file, and here, click on the OK button to proceed.

Import contacts to campaigns with Salesforce data loader

9. In this window, we will create a mapping between objects, fields, and columns of the CSV file, and to do that, click on the button Create or Edit a Map. Then in the next window, click on the button Auto-Match Fields to Columns.

If the columns are not auto-matched with the object field, then you have to drag the object fields to the column mapping.

After mapping, click on the OK button then click on the Next button to proceed.

Assign Contacts as Campaign members with Salesforce data loader

10. In this step, select the location for the success and error files from where they can be accessed later. At last, click on the Finish button.

Import mass Contacts in Campaigns with Salesforce Data Loader

11. As we click on the Finish button, a warning will appear on the screen regarding the insert operation. Here, click on the Yes button.

Import Contacts as Campaign members with Salesforce Data Loader

12. After the completion of data insertion, we can see the message of successful insert operation. Here, click on the OK button to close the data loader.

Import Contacts in Campaign with Salesforce Data Loader

13. Now, to view the inserted contacts, go to the campaign that you have selected to import contacts, and there you can see the inserted contacts as campaign members.

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Import Contacts as Campaign members via Salesforce Data Loader

We have successfully imported the Contacts as Campaign members with Salesforce Data Loader.

In this way, we can import contacts as campaign members with Salesforce Data Loader by following the above steps.

Conclusion

In Salesforce, importing contacts as campaign members with Data Loader in Salesforce is a straightforward process and by following the above steps, you can easily assign your contacts as a campaign member to your campaigns and efficiently manage Campaigns in your org.

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