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  • Salesforce® Discussions

    Steps involved in preparing and importing data from a sample .csv file using the Data Import Wizard

    Posted by Anjali on September 10, 2018 at 6:58 AM

    What are the steps involved in preparing and importing data from a sample .csv file using the Data Import Wizard?

    Avnish Yadav replied 7 years, 6 months ago 3 Members · 2 Replies
  • 2 Replies

  • Anurag algoworks

    Member
    September 10, 2018 at 7:10 AM

    Hi Anjali,

    After preparing your data for import, use the Data Import Wizard to map the data fields and run the import.

    1.Prepare your data for import and create an import file. Doing this step first prevents errors, duplication of data, and frustration.

    2. Start the wizard.

    3.Choose the data that you want to import.

    4.Map your data fields to Salesforce data fields.

    5.Review and start your import.

    6.Check import status.

  • Avnish Yadav

    Member
    September 10, 2018 at 9:16 AM

    Hello,

    Steps involved in preparing and importing data from a sample .csv file using the Data Import Wizard are -

    1. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard.
    2. Launch the Data Import Wizard
    3.  Choose the Standard Object.
    4. Map the column if not map properly
    5. Start the import
    6. Check your status.

    Thanks.

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