How to Import Accounts into Salesforce from Another App without CSV files

Published 02 December 2019

Description

Import accounts into Salesforce without the need for CSV files with Import2 Wizard's App to App import. Whether you are syncing data from another business app, or performing a data migration, you can easily import any account data directly from other apps.

1. Connect your Salesforce account and your other cloud apps

2. Choose whether you are importing new data, updating existing records or both

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

4. Start the import and see your 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