From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard.
Review the information provided on the welcome page, then click Launch Wizard.
Users can also launch the Data Import Wizard from the Tools list on the object-specific home page.
Users who aren’t administrators can also access the Data Import wizard from their personal settings.
Choose the data that you want to import.
To import accounts, contacts, leads, solutions, person accounts, or articles click Standard Objects. To import custom objects, click Custom Objects.
Specify whether you want to add new records to Salesforce, update existing records, or add and update records simultaneously.
Specify matching and other criteria as necessary. Hover your mouse over the question marks for more information about each option.
Specify whether to trigger workflow rules and processes when their criteria are met by the imported records.
Specify the file that contains your data.
Specify your data file by dragging the CSV file to the upload area of the page. You can also click the CSV category you’re using and then navigate to the file.
Choose a character encoding method for your file. Typically, you don’t need to change your character encoding.
Map your data fields to Salesforce data fields.
The Data Import wizard maps as many of your data fields as possible to standard Salesforce data fields. But if the wizard can’t map fields, you must do it manually. Unmapped fields are not imported into Salesforce.
To see a list of standard Salesforce data fields, from the management settings for the object, go to the fields area.
Scan the list of mapped data fields and locate the unmapped fields.
Click Map to the left of each unmapped field.
In the Map Your Field dialog box, choose the Salesforce fields you want to map to and click Map.
The Map Your Field dialog box also gives you the option of saving data from unmapped fields in a general notes field for accounts and contacts. To do so, choose Account Note or Contact Note from the Map To drop-down list and click Map.
To change mappings that Salesforce performed automatically, click Change to the left of the appropriate field. Then choose the Salesforce fields you want to map to and click Map.
Review and start your import.
Review your import information on the Review page. If you still have unmapped fields that you want to import, click Previous to return to the previous page and specify your mappings.
Click Start Import.
Check import status.
The Recent Import Jobs chart on the Data Import Wizard home page lists the status and metrics of the data import. Alternately from Setup, enter Bulk Data Load Jobs in the Quick Find box, then select Bulk Data Load Jobs.
The Bulk Data Load Jobs page is not available in Professional Edition. Only administrators have access to the Bulk Data Load Jobs page in Salesforce Setup. If you’re not an administrator, you can check the status of your upload by monitoring the relevant tabs in Salesforce.