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Set Up and Maintain Your Salesforce Organization
Add Person Accounts with the Data Import Wizard

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Add Person Accounts with the Data Import Wizard

To add person accounts to your Salesforce org, launch the Data Import Wizard from the accounts home page.

Required Editions

Data Import Wizard available in both Salesforce Classic and Lightning Experience
Data Import Wizard available in All Editions except Database.com

Person accounts available in: both Salesforce Classic and Lightning Experience

Person accounts available in Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create person accounts that you own via the Data Import Wizard:

Create on accounts

AND

Edit on accounts

AND

Import Personal Contacts
To create person accounts owned by others via the Data Import Wizard:

Create on accounts

AND

Edit on accounts and contacts

AND

Modify All Data

Before you begin, make sure that your import file is in CSV format and contains values for these fields.

  • First Name
  • Last Name
  • Email
  • Phone
Tip
Tip To obtain Salesforce IDs or other values from your org, run reports and then export the report data.

These steps describe one recommended method of importing data. You can import data into Salesforce fields that aren’t listed here. You can also customize your import by using other options that appear in the Data Import Wizard.

  1. From the accounts home page, click Import Person Accounts.
    The Data Import Wizard appears.
  2. Select Person Accounts, then select Add new and update existing records.
  3. Set Match Account by to Email.
  4. Select the CSV file that contains your import data, and click Next.
  5. Map column headers from your CSV file to these fields.
    • First Name
    • Last Name
    • Email
    • Phone
  6. Click Next.
  7. Review the import settings, and then click Start Import.

When we finish importing your data, we notify you by email. Review the results and resolve any errors that occurred.

 
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