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CSV Data Management
CSV File Import

CSV File Import

Seamlessly import CSV data into Salesforce standard and custom objects with basic or advanced data import features. You can import CSV data into either a single Salesforce object or multiple Salesforce objects at a time, along with data transformation options.

  • Import CSV Data into a Single Salesforce Object
    Use the basic CSV data import feature to import the CSV data into a single Salesforce object at a time. You can insert, update, or upsert data into Salesforce objects.
  • Import CSV Data into Multiple Salesforce Objects Simultaneously
    Use the advanced CSV data import feature to import data into multiple Salesforce objects in a single process. Perform complex data transformations on the CSV file, and then import the transformed data into one or more Salesforce objects. You can insert, update, or upsert data into Salesforce objects.
  • Generate CSV Data Import Template
    Generate and download a comma-separated values (CSV) template file for your data import. The template includes the required object headers, which help you map your data to the correct Salesforce object fields and prevent import errors.
 
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Salesforce Help | Article