Tab 1 | Choose Data
Name the import, select the type of records to import and the action to take, and upload the file.
Tab 2 | Add Tracking
Assign the records you are importing to a Salesforce Campaign, set a status, and add a note if you’d like.
Tab 3 | Map Columns
Match the columns on your file to fields on your Salesforce objects. Correct any incorrectly mapped fields by clicking the down arrow to the right of the import column header. Once all fields have been correctly mapped, the All Import Fields Mapped button will appear in gray.
Tab 4 | Preview and Edit
This is where you can manipulate your import data before sending it to Salesforce. Delete any records you don’t want, search within any column, re-export records, or edit individual records.
Any field cells that pose problems will be highlighted with a red box, for example, if a record is missing a value that is required in Salesforce.
Tab 5 | Scan for Duplicates
The Scan for Duplicates option scans the file against itself and against records in Salesforce. You can choose to do nothing and manually decide what to push to Salesforce or don’t scan for duplication, just push all the records automatically to Salesforce and create them as new Salesforce records.
Tab 6 | Review Data
Check the status of the import records and manage them by deleting, exporting, rescanning, pushing, or merging.