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

Published 05 May 2020

Description

Choose a simple and effective method to import your data into Salesforce with Import2. 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

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
Unlock Your Data From any Business app
Use Free Export to download data from your apps, so you can save it or move it wherever makes sense for your business. Learn more