You are here:
Should I sync Outlook or use import wizards to upload my data into Salesforce?
Use this information to determine how to upload data into Salesforce.
- To upload accounts and contacts for multiple users at the same time, use the Data Import Wizard and select Accounts and Contacts.
- To upload your contacts from any application other than Microsoft Outlook, use the Data Import Wizard and select Accounts and Contacts.
- To keep your Outlook contacts, accounts, and calendar events up to date with Salesforce, use Lightning Sync or Salesforce for Outlook to initially sync and update your data.
- To upload custom objects, leads, person accounts, campaign members, and solutions, use the Data Import Wizard and select the appropriate object to import those kinds of records into Salesforce. You can’t sync those records using Lightning Sync or Salesforce for Outlook.
- To upload business accounts and contacts for multiple users at the same time, use the Data Import Wizard and select Accounts and Contacts.
Note When you import person accounts, the following limitations apply.
- You can’t upload person accounts with Salesforce for Outlook.
- You can sync contacts in Outlook to person accounts in Salesforce only if the person accounts exist. Syncing doesn’t convert Outlook contacts to person accounts in Salesforce.
For more information about importing person accounts, see https://help.salesforce.com/s/articleView?id=xcloud.data_import_wizard.htm&type=5&language=en_US.
Did this article solve your issue?
Let us know so we can improve!
