CSV preparation for data import
Key Takeaway
Line up each CSV column with a Salesforce field, and enter each value in a format Salesforce accepts. For example, separate multi-select picklist values with semicolons, and keep each record to 100 values or fewer for that field in one import.
Before you import records with the Data Import Wizard, you prepare a CSV file so that each column lines up with a Salesforce field and each value is in a format Salesforce accepts. Careful preparation prevents rejected rows, blank fields, and imported values that quietly change. Most of the rules cover column headers, special field types, locale formats, and currency.
What the Data Import Wizard imports
The Data Import Wizard gives you one interface for importing these kinds of records:
- Accounts and contacts
- Leads
- Solutions
- Custom objects
For any of these imports, a clean CSV file is your first step.