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            Add Existing Contacts to a Campaign with the Data Import Wizard

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            Add Existing Contacts to a Campaign with the Data Import Wizard

            To add multiple contacts as members of a campaign, launch 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 contacts that you own to a campaign via the Data Import Wizard:

            Marketing User selected in User Detail

            AND

            Create on accounts

            AND

            Read on contacts

            AND

            Edit on accounts and campaigns

            AND

            Import Personal Contacts
            To add contacts owned by others to a campaign via the Data Import Wizard:

            Marketing User selected in User Detail

            AND

            Create on accounts

            AND

            Read on contacts

            AND

            Edit on accounts, contacts, and campaigns

            AND

            Modify All Data

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

            • Account: Salesforce ID
            • Contact: Salesforce ID
            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. If you’re using Lightning Experience, from the campaign members related list, select Import Leads and Contacts. If you’re using Salesforce Classic, from the campaign detail page, select Manage Members | Add Members - Import File.
              The Data Import Wizard appears.
            2. Select Accounts and Contacts, then select Update existing records.
            3. Set Match Contact by to Salesforce.com ID.
            4. Set Match Account by to Salesforce.com ID.
            5. Select the CSV file that contains your import data, and click Next.
            6. Map column headers from your CSV file to the Account: Salesforce ID and Contact: Salesforce ID fields.
            7. Click Next.
            8. 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. A separate email notifies you of campaign member job results.

             
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