How to Mass Import Contacts into Salesforce

In Salesforce, you can import data into standard and custom objects using the Data Import Wizard.

In this Salesforce tutorial, I will explain how to mass import contacts into Salesforce. I will also explain how Salesforce imports data from csv.

How to Import Contacts into Salesforce

You can bulk upload contacts to Salesforce Lightning and Salesforce Classic using the data import wizard. Below are the steps to import contacts into Salesforce.

1. If you are using the Salesforce Lightning, click on the “Gear” icon and select the “Setup” option. Search “Data Import” in the “Quick Find” box and once find click on it.

If you are using the Salesforce Classic, click on the “Setup” option and search for the “Data Import” in the “Quick Find” box.

salesforce import data from csv

2. Click on the “Launch Wizard” to start the process of data import.

bulk upload contacts to salesforce

3. Select the data that you want to import by selecting the objects, either standard or custom. Here, you need to choose the “Standard Objects” named “Accounts & Contacts”.

Click on the “Next” button.

how to mass import contacts into salesforce

4. In the step “Add New Records”, choose the “CSV File” that contains your data. After that, click on the “Next” button.

salesforce csv import

5. Now, “Edit Field Mapping” of “Accounts and Contacts”. In the “Edit” section, click on the “Map” and map the Salesforce object. After that, click on the “Next” button.

salesforce import csv
How to Import Data into Salesforce

6. The map your field dialogue box is open in which we can find the field and click on the “Map” button.

import contacts into salesforce

7. The “Field Mapping” is completed, so click on Next.

how to import data in salesforce from csv

8. Review the information and click on the “Start Import” button.

how to import contacts into salesforce

9. The dialogue box is open that say your data has been import. To complete it,click on the “OK” button.

how to import contacts into salesforce from csv

Salesforce Import Data From CSV

The following are the steps to import data from a CSV file in Salesforce using the data import wizard. I will explain this concept with the help of a mass upload leads Salesforce example.

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1. Go to “Setup Home Page of Lightning” and enter the “Data Import Wizard” in the “Quick Find Box” and click on it.

salesforce data import

2. To import the data in three simple steps that are mentioned in the picture below, click on the “Launch Wizard” button.

how to mass upload leads in salesforce

3. Select the kind of data you want to import by selecting the object under the standard and custom object tab. Let’s suppose you choose the “Lead” object.

After choosing the objects add new records and then choose the CSV file. Then, click on the “Next” button.

bulk upload salesforce

4. Edit “Field Mapping of Leads”, in the “Edit” section, click on the “Map” to map the Salesforce object. After clicking on the “Map”, map your field dialogue box is open in which you can find the field and click on the “Map” button to map it.

salesforce import

5. Click on the “Next” button as the field mapping is completed.

salesforce import wizard

6. In this step review the information and click on the “Start Import” button.

mass import leads salesforce

7. The dialogue box opens on which the text is written; click on “OK” to view your import status on the Bulk Data Load Job Page.

bulk upload leads into salesforce

8. After clicking on the OK button, you can see that the Bulk Data Load Jobs Page is open, and you can see that under the Batches, the status is shown as completed.

mass upload leads salesforce

In this way, you can import data in Salesforce from csv.

Conclusion

I hope you have learned how to mass import contacts into Salesforce. I have also explained step-by-step how Salesforce imports data from CSV.

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