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            Create Contacts and Add Them to a Campaign with the Data Import Wizard

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            Create Contacts and Add Them to a Campaign with the Data Import Wizard

            With a single import file, you can create multiple contacts at once and make them members of a campaign.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create contacts that you own and add them 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 create contacts owned by others and add them 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: Account Name
            • Contact: Email
            • Contact: Last Name
            • Contact: First Name
            • Campaign Member: Campaign ID
            • Campaign Member: Status
            Tip
            Tip To obtain values that are already in 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 campaign detail page, select Manage Members | Add Members - Import File.
              The Data Import Wizard appears.
            2. Select Accounts and Contacts, then select Add new and update existing records.
            3. Set Match Contact by to Email.
            4. Set Match Account by to Account Name and Account Site.
            5. Select Assign contacts to campaigns.
            6. Select the CSV file that contains your import data, and click Next.
            7. Map column headers from your CSV file to these fields.
              • Account: Account Name
              • Contact: Email
              • Contact: Last Name
              • Contact: First Name
              • Campaign Member: Campaign ID
              • Campaign Member: Status
            8. Click Next.
            9. 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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