How to Import Accounts into Salesforce

Published 17 June 2019

Description

Import your account data into Salesforce with Import2 Wizard. Whether you are migrating apps, performing bulk-updates or just adding new records, the process is simple and uncomplicated.

1. Connect your Salesforce account

2. Upload your CSV file with accounts details

3. Map the specific fields you wish to include in the import

4. Start the import and see the accounts in Salesforce

Automate your data import tasks
Use Auto-import to perform regular data uploads into your business apps. Learn more
Move data directly between your business apps
Import2 Wizard allows you to move data directly between your business apps, giving you the freedom to move data anywhere you need it. Learn more
Your familiar CSV import, but better
Import2 Wizard helps you bring the data you want into the tools you use - whether it be contacts, accounts, deals, tickets, customers, emails, tasks, notes and more. Learn more