What’s Imported for Campaign Members?
You can use the Data Import Wizard to update the statuses of campaign members.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
You can also import campaign members. For each contact, lead, or person account in your import file, the Data Import Wizard:
- Imports the record
- Associates the record with the specified campaign, making the contact, lead, or person account a campaign member
- Inserts a Member Status value for the campaign member
If your import file has duplicate records, the Data Import Wizard doesn’t merge them. If an imported record matches an existing record, the Data Import Wizard doesn’t merge the duplicate data into one record.
Matching by External ID
An external ID is a custom field that has the External ID attribute, meaning that it contains unique record identifiers from a system outside of Salesforce. When you select this option, the Data Import Wizard detects existing records in Salesforce with external IDs that match those values in the import file.
- This operation isn’t case-sensitive. For example, “ABC” is matched with “abc”. However, if the external ID field also has the case-sensitive Unique attribute, matching by external ID does not consider uppercase and lowercase letters identical.
- External IDs can be of type text, number, email, or auto-number. If the external ID type is auto-number, it isn’t available for matching, but you can use it to look up the parent record if it contains the external ID.
- Standardize External ID values before performing the import to prevent unintended matches.
- Multiple records with the same External ID within a file aren’t uploaded.
- Multiple external ID fields can find matching records in Salesforce when you use the Data Import Wizard.
- Only unique External ID fields are available to match by.
