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            Add or Update Campaign Members with the Data Import Wizard

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            Add or Update Campaign Members with the Data Import Wizard

            To add or update many campaign members at one time, open the Data Import Wizard from the campaign detail page.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To add or update campaign members via the Data Import Wizard:

            Marketing User selected in your user information

            AND

            Read on contacts OR Import Leads

            AND

            Edit on campaigns
            Tip
            Tip To obtain Salesforce IDs or other values from your org, run a report and then export the report data.

            Before you begin, make sure that your import file is in CSV format and contains values for these fields. To import multiple contacts or leads to a single campaign, include a separate row for each in the CSV.

            • Salesforce ID of the contact or lead. For person accounts, use the contact ID associated with the person account as the Salesforce ID.
            • Status of the campaign member. If you leave the campaign member status blank, the status is automatically set to Sent.
            • Campaign ID (if you’re on a non-campaign page and want to import records)
            • Campaign member currency, if the org uses multiple currencies.
            1. From the campaign detail page:
              • To update campaign members, select Manage Members | Update Members - Import File.
              • To update campaign members, select Campaign Members, then select Update existing records.
              The Data Import Wizard appears. You can also access the Data Import Wizard from Salesforce Setup.
            2. Select the CSV file that contains your import data, and click Next.
            3. Map column headers from your CSV file to the Salesforce ID of the campaign member, the status of the campaign member, and the campaign ID.
            4. Click Next.
            5. 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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