Salesforce Data Import Tips: An Ultimate Guide on How to Import Data in Salesforce

August 16, 2021
13 min

You can have data without information, but you cannot have information without data.

Daniel Keys Moran, an American computer programmer, a science fiction writer.

Data is an integral part of an everyday business and the effectiveness of its management determines whether the business will be a success or not. Data import and export in Salesforce are the most important activities in its management and we will show how to do it like a pro, regardless of its amount.

We’ve already discussed how to export Salesforce data using different approaches and tools in our previous blog post series. Salesforce data import is a reverse process where you have to validate the quality of your records before they are actually migrated to your CRM system. In this guide, we’ll break the most important phases of the data import procedure into steps like:

  1. How to select the right Salesforce data import tools
  2. How to define the nature of your data
  3. How to prepare your data for migration
  4. How to set up Salesforce data import
  5. How to check data import status.

And topped it with a cherry on the cake: our Salesforce data import best practices. So, let’s get it started.

 

How to Use Data Import Wizard in Salesforce: Salesforce Import Data Best Practices

 

Whether you are importing your data from Outlook, or various sources, it is best to follow some recommended steps to ensure that your data transfer is seamless, accurate, and (virtually) painless. To make this process even more stress-free, our Salesforce consultants can create your personalized data migration plan and Salesforce data import templates that you can modify according to your needs and re-use for future data migration.

 

1. Decide on the Data

 

Are you just starting with Accounts & Contacts, or do you also want to import Properties and Lease Comps? Gaining an understanding of how much data you will bring over, helps establish an expectation of the magnitude of effort involved. Some people like to start with the basics, others want to see all of their information for it to tie together nicely.

 

2. Perform Data Cleanup

 

Perhaps one of the most subjective exercises you will encounter. Study your data and determine what really needs to be transferred over, and what does not serve you any purpose. This process also includes aggregating all of your data onto one master spreadsheet (see more on data import templates below).

 

3. Carry Out Data Formatting

 

This is where most of the heavy lifting takes place. Chances are your data exists in multiple places and the fields are called different things depending on where that data came from. For the import process to be correct, there needs to be an efficient way to ensure the data you have in spreadsheets, has a corresponding place in Salesforce.

The best way to ensure that is to use Ascendix’s Data Import Templates. These templates provide you with a guideline on how to move your data over. (Example: your spreadsheet may have a column for the Contact called “Street Address” – but in Salesforce it’s called “Mailing Street Address”) The more “apples-to-apples” the data fields are, the more likely the import process will be quick and simple.

If you have customized fields or columns of data you want to be brought over but you don’t see them in Salesforce, you don’t need to omit this data if it is meaningful to you. You will need to add these new fields in Salesforce before you begin the import process.

Other formatting tips include removing commas from numerical values and ensuring required fields in Salesforce are not blank on your spreadsheet (Examples: Property names, Contact Last Names, Lease Units). Moreover, you need to make sure if you are connecting records and that the match is exact.

For example, if you are first importing an Account called “AlphaGraphics”, and you want to import a lease, where the Tenant is AlphaGraphics, it must be spelled the same way on the lease import template.
Another important point in data formatting is data deduplication. But you can easily solve it by running a duplicate check in Excel. To do it you need:

1. Highlight the column you want to check for duplicates.

2. Click on the Home tab, select “Conditional Formatting”> Highlight Cell Rules > Duplicate Values > “OK”.

 

How-to-run-a-data-duplicate-check-in-Excel

How to Run a Data Duplicate Check in Excel

 

Now, you’ll be able to see highlighted duplicate values.

 

Duplicate-Values-in-Excel

Duplicate Values in Excel

 

3. If you want them removed, click on the Data tab, and click on Remove Duplicates.

 

Remove-Duplicates-in-Excel

How to Remove Duplicates in Excel

 

4. Review Your Data

 

For the most part, the prior steps can be accomplished by you with little guidance from Salesforce consultants. However, once the data formatting process is complete, you may also reach out to CRM consultants to review how the data looks and determine if it’s ready for import.

Besides these hints, you may also read the answers to the most popular Salesforce Import Data FAQs

 

Need Data Import Assistance?

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The world is one big data problem.

Andrew Paul McAfee, a Principal Research Scientist at MIT

How to Import Data in Salesforce: 5 Essential Steps

 

To avoid all the mishaps related to data shift and ensure its smooth infusion into the system, we advise dividing this procedure into 5 stages:

Step #1 — Determine Which Tools to Use: Salesforce Data Import Wizard vs Data Loader

 

Salesforce has 2 main tools for data import:

  1. User-friendlyData Import Wizard. Accessible through the Setup menu, it lets you import all kinds of data (Contacts, Accounts, and your Commercial Real Estate data such as Properties, Leases, Listings & Deals). With Data Import Wizard you can specify the configuration criteria, data origin, and field mappings that display the field names in your import file with the field names in Salesforce.  And it is a fairly straightforward process once the rules of data importation are followed and we’ll tell you how to launch it a bit later. But, despite its obvious benefits, the main drawback is that Salesforce Data Import Wizard’s limitations are up to 50,000 records of import at a time.
  2. AdvancedData Loader. This requires a slightly more involved and hands-on approach and should be used to import over 50K records at a time (to be more specific, up to up to five million records at a time). Another big advantage of this tool is that you can import any data type, either from files or a database connection, and you can run it either through the user interface or the command line. Also, Data Loader enables Salesforce automated data import via API calls and scheduling regular data loads that can be adjusted via Salesforce configuration or customization. So, if you are comfortable with the ‘industrial strength’ of Salesforce data import tools, this is for you.
Salesforce-Data-Loader

Salesforce Data Loader

 

*Note. With both tools, the number of records you can load depends on your permissions, the type of data you’re going to import, and the total data storage limits for your Salesforce org. The type of objects you can load depends on your Salesforce edition. Moreover, if you need to import over 5 million records, you should look for ready-to-install mass data loading solutions on AppExchange like Jetterbit, dataloader.io, etc., or custom Salesforce app development services.

 

 

Step #2 — Determine the Nature of Your Data

 

No matter what source it is coming from, all data must be divided into separate categories, and data MUST be imported in this order.

  • Accounts & Contacts ( the first import)
  • Properties (the second import)
  • Listings, Deals, Leases, and Sales can all be imported after Properties in no specific order

*Important Tip:  You May Not Realize It, But Your Data May Be Mixed and Matched.

For example, if you have a Property spreadsheet and it has the price for sale and listing date, those are two separate imports. One is for the Property itself (its address, owner or landlord, etc.) Another is for the Listing itself, which discusses the listing price, listing expiration, etc. This is because the property could be listed for sale multiple times, and the transactional element is tracked through the Listing, not the Property. The same applies to a Lease Listing.

Similarly, if you have an Account (or company) spreadsheet, and there is a field called “Lease Expiration Date” – that data belongs on a Lease record, not on an Account record. Why? The Account might have multiple leases, and using a field to de-mark that on the Account does not take into consideration which Property the lease is in, or any of the rich-lease data you may have.

Step #3 — Prepare Your Data For Import to Salesforce

 

It’s a good practice to review your import file for data accuracy and consistency and to take necessary actions before moving your data into the system.

If you decide to opt for a DIY approach in preparing your data for transferring and to use your own spreadsheet, it’s wise to conduct an audit of the columns in your spreadsheet and the fields already available within Salesforce.

To see a list of Salesforce data fields and types, click on Setup, and in the Quick Find type Objects and Fields, then go to Object Manager, click the object (i.e. Property) whose fields you’re interested in. There will be a section called Fields & Relationships. This will display every field available on the record and the kind of data it supports (number, text, URL, phone, lookup, etc…)

If there are additional fields you want to include in your import, the appropriate Salesforce fields must be added first. (See instructions on how to add fields to a record)

Scrub the data clean – that means remove duplicates, check spelling, enforce naming conventions and make sure no required fields are missing. How do you know if a field is required? Go into Salesforce and take a look at the record in question. If it has a red asterisk, it is required. (And unfortunately, there is no way to un-require it).

*Important Tip: Always save your data as a CSV file to import data from Excel to Salesforce!

 

Salesforce Mass Email Guide: How to Send Mass Email in Salesforce

 

Step #4 — Set the Data Import Wizard

 

  1. Click on the gear icon on the top right of your screen, and click Setup
How-to-find-Salesforce-Data-Import-Wizard

How to find Salesforce Data Import Wizard

 

2. On the left-hand side, in the Quick Find box, type Data Import Wizard

3. Scroll down and click Launch Wizard!

 

How-to-Launch-Data-Import-Wizard-in-Salesforce

How to Launch Data Import Wizard in Salesforce

 

4. Choose the data that you want to import.

 

How-to-import-Standard-objects-in-Salesforce-scaled

How to Import Standard Objects in Salesforce

 

  • To import Accounts, Contacts, Leads, Solutions, Person Accounts, or Campaign Members click the Standard Objects tab. To import Commercial Real Estate data or other custom objects, click on the Custom Objects tab.
  • Determine whether you want to add new records to Salesforce, update existing records, or add and update records simultaneously.
  • Define matching and other criteria. Hover over the question marks for more information about each option.

 

How-to-Define-matching-and-other-criteria-in-Salesforce-Data-Import-Wizard-scaled

How to Define Matching and Other criteria in Salesforce Data Import Wizard

 

  • In the middle console, you might notice a blue-shaded area. This is where you would work on some matching. This is especially important if the import file you have is relying on relationships in other areas of the system. For example, if you are importing Properties and the spreadsheet has Owner/Landlord Contact data, you will need to state that this field on the Property must look to the Contacts for matching data. It also presumes that the Contact has already been imported or manually entered. This is why it’s important to ensure spelling and punctuation are exact.

Here is a screenshot of how you would ensure your Property links the Contacts associated with it:

 

How-to-link-Property-with-the-contacts-associated-with-it-for-Salesforce-import-data

How to Link Property with the Contacts Associated with It

 

5. Once you’re done tagging relationships, select your CSV file and click Next.

 

Select-the-CSV-file-to-upload-in-Salesforce-Data-Import-Wizard-scaled

Select the CSV file to upload in Salesforce Data Import Wizard

 

6. Map your data fields to Salesforce data fields. Mapping, in tech speak, is a way to compare the column headers you have on your spreadsheet, to the fields within Salesforce. In an ideal world, there would be an apples-to-apples interpretation. For example, your spreadsheet for a Contact’s email may say “Email Address”, but in Salesforce the field is called “Email” – you don’t necessarily have to go back and change your spreadsheet, save it, and re-load it.

The Data Import Wizard tries to map as many of your data fields as possible to standard Salesforce data fields. If Salesforce can’t distinguish that Email Address and Email are the same things, you can manually choose it. Any fields you leave as unmapped, however, will not be imported over. Here is what the final step of mapping looks like. According to this, 5 fields were automatically mapped, and 2 were not mapped. Clicking on the highlighted Map link will ask you which field within Salesforce do you want that column to correlate to.

*Disclaimer! The field types need to be the same. If your spreadsheet has a field called “Taxes Per Year” and it’s filled with alphabetical characters such as $30,000 year 1, $45,000 year 2” and you determine Salesforce coincidentally also has a “Taxes Per Year” field – be wary that, the field in Salesforce can only support strictly currency (So, “30000” is the only field it will accept) This goes back to the apples-to-apples concept. It’s not just about field names, it’s about field types.

 

Map-data-fields-to-Salesforce-data-fields-for-Data-Import

How to Map Data Fields to Salesforce Data Fields in Salesforce

 

  1. Scan the list of mapped data fields and locate any unmapped fields.
  2. Click Map to the left of each unmapped field.
  3. In the Map Your Field dialog box, choose the Salesforce field(s) you want to map to and click Map.
  4. Click Next & Start Import

! Some Tips about Salesforce Fields

New Values for Picklists and Multi-Select Picklists — if you transfer a picklist value that doesn’t match an existing picklist value:

  • For an unrestricted picklist, the Data Import Wizard tool applies the value that’s in the import file.
  • For a restricted picklist, the Data Import Wizard tool applies the picklist’s default value.

Multi-Select Picklists — To load multiple values into a multi-select picklist, split the values by a semicolon in your import file.

Checkboxes — To import data into a checkbox field, apply 1 for checked values and 0 for unchecked values.

Date/Time Fields — Make sure that the format of any date/time fields you are importing corresponds to how they are displayed in Salesforce per your locale setting.

Default Values — For picklist, multi-select picklist, and checkbox fields, if you do not match the field in the Import Wizard, the default value for the field, if any, is automatically entered into the new or updated record.

Formula Fields — Formula fields cannot recognize imported data because they are read-only.

Field Validation Rules — Salesforce applies validation rules to records before they are imported, so if records fail validation, they aren’t transferred. If validation rules affect the data you are importing, deactivate the appropriate validation rules before performing a Salesforce data import process.

 

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Step #5 — Check Data Import Status

 

From Setup, enter “Bulk Data Load Jobs” in the Quick Find box, then select Bulk Data Load Jobs

You will be able to see how many of your records were processed (total number of rows on your import spreadsheet), and how many of those failed.

Failures can occur for many reasons, and you will get an email from Salesforce saying what was the reason.

 

Check-Salesforce-Data-Import-Status

How to Check Data Import Status in Salesforce

 

Common Reasons for Record Import Failures:

  • Duplicate records
  • Required fields in Salesforce were left blank on the spreadsheet
  • When records are linked (like Property, and Owner/Landlord Contact), it could not find a name match
  • A Salesforce bug

How to Delete Imported Data in Salesforce If You Made a Mistake:

  • Go to Set UpDeveloper Console
  • In the Query Editor type “select id”, created date from Contact

*ascendix__Lease__C” is the API name for the Lease object. Replace this value with the object you were importing (to obtain a list of all API names, go to Objects and Fields >Object Manager and find the API name)

  • Select all of the records you imported based on the date/time you imported them, and click on the “Delete Row” tab. It takes some time, so you will need to refresh the grid every few minutes to make sure all records are deleted.

To consolidate all the progress made, you can watch a video series provided by Salesforce on how to import data into Salesforce.

 

Or complete an Import Data Salesforce Trailhead module.

 

Salesforce Integration Guide: Essential Considerations to Power Up Your Org

 

Salesforce Import Data FAQs

 

 

If you don’t want to overcomplicate data management in your organization and delegate all Salesforce-related challenges to professionals that can handle it fast and efficiently, then you are at the right place. We offer our clients various cooperation models where you can be a part of a whole data migration process and perform it under our Salesforce consultants’ guidance or completely hand over its management to our experts.

Our CRM experts will share with your our data import/export/deduplication and other data migration & management tips that we’ve nurtured for over 20 years in the CRM software market, design your custom roadmap, and create your unique guides, templates, checklists, and video tutorials to nail down the success.

Contact us and book your free consultation to find out how our Salesforce experts may help you in maintaining your data and system health.

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