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

Published 31 January 2020

Description

Use Import2 Wizard's 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

Automate your data import tasks
Use Auto-import to perform regular data uploads into your business apps. 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
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