How to Automate the Import of New Leads into Salesforce
Published 28 October 2019
Description
Setup an automated import of leads data into your Salesforce account with Import2 Wizard. Setup the import once, and send in new files via email whenever you wish to add new data.
1. Connect your Salesforce account
2. Setup the import template, including the field mappings and the email where you will be sending the files from
3. When you have new leads to import, email your CSV file(s) to the Import2 Wizard email address provided during setup
Automate your data import tasks
Use Auto-import to perform regular data uploads into your business apps.
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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.
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Business Data Glossary
We know that talking about data could be confusing. Here is a list of terms for you to get up to speed.
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