Import Sales Data into Salesforce (accounts, contacts, leads, opportunities)

Published 05 May 2020

#Salesforce

Description

Choose a simple and effective method to import your data into Salesforce with Import2 Wizard. Import any record type, link records together without IDs, and even merge with existing data.

1. Connect your Salesforce account

2. Choose to import via CSV file or directly from another app

3. Select the type of data you are importing, and map your fields

4. Start the import and view the data 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

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