How to Import & Update Contacts in Salesforce from a CSV file

Published 31 January 2020

Description

Use Import2 CSV import to simultaneously add and update contacts in Salesforce. Use the easy, guided setup to define how you find existing contacts, and how to import the data from your CSV file.

1. Connect your Salesforce account

2. Upload your contacts CSV

3. Complete the field mappings, including how to find existing contacts and what fields you wish to update

4. Start the import and see the contacts data populated in Salesforce

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. Learn more
The Complete Introduction to CSV
A straightforward and practical exploration of all things CSV, from how to create and open files, converting CSV from other formats and troubleshooting common issues. Learn more
Import your data into any business App
Take your data from CSV file to upload into your apps. Or, opt to take data directly from one app and copy it into another. Learn more