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CSV Data Management
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            Generate CSV Data Import Template

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            3. CSV Data Management

            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.

            Required Editions

            Available in: Lightning Experience
            User Permissions Needed
            To import CSV data: Basic CSV Data Import
            1. From the App Launcher, find and select the CSV File Import app.

              If you don’t see the CSV File Import app, change the profile settings to make the CSV file import option visible in existing orgs.

            2. Click Generate Import Template.
            3. In the Generate Import Template window, click Start. You can select Don't show this message again to skip this screen in the future.
            4. Search and select the Salesforce object for which you want to generate the import template. For example, search for Account and select it from the list.
            5. Click Generate & Download.
              A CSV template file for the selected object is downloaded to your device. Open the file, add data under the column headers, and then import it back when it’s ready.
             
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