Importing your export into Salesforce

Leads or contacts, and the mapping decisions to make first.

Salesforce imports CSVs through its data import tooling. The important work happens before the upload, in deciding which object the rows belong to.

  1. Download the CSV from Exports.
  2. Decide on the object. Cold prospects normally belong as Leads, since a lead carries person and company together. Contacts require an Account, which means creating accounts for companies you have no relationship with yet.
  3. Open the data import wizard, choose Leads, and upload the file.
  4. Map the columns: email to Email, name to First Name and Last Name, title to Title, company to Company, and location to the appropriate address field.
  5. Set the matching rule so existing records are updated rather than duplicated, and assign an owner or a queue for the imported rows.
  6. Start the import and review the results file Salesforce produces.

Set Lead Source during the import. Without it, these records become indistinguishable from every other lead within a month, and nobody can tell you afterwards which campaign produced which pipeline.

Salesforce is strict about required fields, so check that every row has a company value before uploading. The company column in an Argorant export covers that.

As with any CRM, consider whether cold prospects belong in the system at all, or whether they should live in the sending tool until they reply.

Still stuck? support@argorant.com