Import Data using Data Import Wizard in Salesforce

By | July 4, 2016

Data Import Wizard feature of Salesforce helps you ease importing data in your Salesforce organization. The Data Import Wizard lets you import data not just in standard objects but in custom objects as well. It can import up to 50,000 records at a time.

Greytrix brings to organizations out-of-the-box functionalities that span across!

Data Import Wizard can be used when

  • There are less than or equal to 50,000 records to be imported.
  • You do not want to schedule the import process.

Steps

  • Login into Salesforce.
  • From Setup, enter “Data Import Wizard” in the Quick Find box, then select Data Import Wizard.
  • Click on Launch Wizard button.
  • Select the type of data that you want to import. Click on Standard Objects tab to import accounts, contacts, leads or Click on Custom Objects to import custom objects.
  • Select the operation you need to perform- To add new records to Salesforce, update existing records, or add new records and update existing ones. Specify the matching and other criteria as required.
  • Select the data file you want to import data from.
  • Click Next.

Import Data In Salesforce - Step 1

  • The screen navigated to a page where you can map the data fields in the CSV file to Salesforce data fields.
  • Click Map to the left of each un-mapped field.
  • Choose the Salesforce fields you want to map to and click Map.
  • To change the mappings, click Change to the left of mapped field, then select the Salesforce fields you want to map to and click Map.

Import Data In Salesforce - Step 2

  • Click Next.
  • Review your import information. If you still have un-mapped fields that you want to import, you can click Previous to return to the previous page and specify your mappings.

Import Data In Salesforce - Step 3

  • Click Start Import.
  • You can view the status of your import- From Setup, enter “Bulk Data Load Jobs” in the Quick Find box, then select Bulk Data Load Jobs.

About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner, as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.

Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data MigrationIntegrated App developmentCustom App development and Technical Support to business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow.

Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.

For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.

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