Import Opportunities into Salesforce (from CSV file)

Published 17 June 2019

Description

Add opportunities into Salesforce from a CSV file. Easily map the links to their related Accounts and Contacts without the need for ID's.

1. Connect your Salesforce account

2. Upload your CSV file with opportunities data

3. Map the fields for each column of opportunity data you wish to include

4. Click start, and see the results in Salesforce

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