Business Data Where It's Needed

Import2 Wizard enables Salesforce users with any background to import and export data in mass with CSV files or move it directly from other apps. Supported all important data objects: notes, accounts, opportunities, contacts, deals, custom objects etc.

What Wizard can do with Salesforce

Export notes from Salesforce
Download notes into a CSV, both Classic and Lightning edition, in a couple of simple steps. You can get all notes or filter them dependent on your criteria.
How it works
Mass update opportunities in Salesforce from a CSV
With data in a CSV file you can update multiple data in opportunities, i.e. owner, stage, custom fields and more.
How it works
Import contacts into Salesforce
Setup an import of contacts from a CSV file and have them linked to existing companies in Salesforce in minutes. You can also update or upsert data.
How it works
Export email history from Salesforce
Download full data of email exchange with your customers, that appear in past activities section, into a CSV file. Use one-time export or schedule regular exports.
How it works
Export classic notes and migrate them into content notes
Organize your work in Lightning edition and convert older notes created in Classic edition into new content notes in mass using Import2 Wizard export and import functions.
How it works
Automate export of tasks from Salesforce
Schedule export of tasks and receive a CSV file in specified email regularly. During setup you can apply filters to download only data that is needed. Works with other data objects.
How it works
Import leads into Salesforce
Leads can be entered into Salesforce manually, but you can save time and upload them in bulk from a spreadsheet.
How it works
Import2 Wizard works with software you use

Costs Less Than Your Time

per month*
  • Import and export total up to 1,000 records per month
  • ✓ Import new data from CSV or other apps, update or upsert
  • Mapping of standard, lookup and custom fields
  • ✓ Export all data to CSV or apply filters to exclude unnecessary info
  • Works with multiple apps at once
per month*
  • Import and export total up to 5,000 records per month
  • Everything in Starter, plus
  • ✓ Auto-import from a CSV file
  • ✓ Scheduling of daily, weekly or monthly export
    per month*
    • Import and export total up to 10,000 records per month
    per month*
    • Import and export total up to 125,000 records per month
    • Everything in Basic+, plus
    • Complementary training
    * Billed monthly. Cancel anytime.