Data Import Wizard Documentation  

Salesforce has a tool called the Data Import Wizard that makes it simple to import and export data. We can Insert , Update and Upsert the record using this tool . Up to 50,000 records can be imported into Salesforce Org using the Data Import Wizard Tool. The Data Import Wizard supports both Standard objects as well as some common objects, such as contacts, person accounts, leads, and solutions. Due to the User Interface’s simplicity, this product is perfect for both end users and Salesforce administrators.  

Note: – Data Import wizard only allow you to import the record in CSV (Comma Separated value) file Format only. So, in order to import record into the Org you have to prepare your record in a .CSV format. 

How To Access Data Import Wizard : 

Click on Gear icon -> SETUP -> Quick Find Box -> Write Data Import Wizard . It will open up like this :-   

Click on launch Wizard to start importing data to Salesforce Org. 

Steps To Use  Data Import Wizard Tool :-  

1. Create an Excel File with field name of record as a heading and value of field as a record. 

   Here Account Name , Phone and Ratings used as header in this file       are the fields on Account object and the related record, I want to import it into my org.  

1. Download the Excel record file as an .csv file extension. 

1. Go to Salesforce org and open data import wizard tool. 

1. Click on Launch Wizard ! Button to start the tool. 

1. After clicking on Launch wizard you will likely to get  this window in your org:- 

1. Click on Standard Object or Custom Object Section  to import your CSV data record . 

       In this documentation I have created Account Object record as my CSV file  so I will choose ‘Accounts and Contacts’ under standard object section.  

Choose Custom Object if you have custom object records to import . 

1. After Clicking on Accounts and Contacts choose the option from what do you want to do ? Section . 

• Click on Add New Records if you wish to insert new record . Your CSV file will likely to look like this if you are inserting new record.
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  • Click on Update Existing Records if you want to update existing record. you have to specify the ID of the existing  record in your CSV file. Your CSV file will likely to look like this if you choose Update existing  record. 

   

   

   

  • Click on Add New and Update Existing Record if you wish to create and update record simultaneously. Your CSV file will likely to look like this if you choose Add New record & Update existing  record. 

   

   

  Here I opted for Add New Record to insert new record using Data import Wizard tool . 

   

   

  8. Choose Match Account by Name & sites and the click on  CSV and choose your CSV File to upload  . Then click on Next. 

   

   

   

  9.Map the fields as per your choice and then click on next.  

   

   

  Click on start Importing to get job done. 

   

  OUTPUT:-  

   

   

   

  All the record in my CSV file gets imported to my Salesforce org.