How to Update Existing Accounts in Salesforce from a CSV file

Published 28 January 2020

Description

Update existing account data in Salesforce with Import2. Use the simple mappings process to find existing Salesforce accounts, without the need for ID's.

1. Connect your Salesforce account

2. Upload your CSV file with accounts data to be updated

3. Map the specific fields you wish to update

4. Start the import and see the updated accounts in Salesforce

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