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Migrate Your Accounts, Contacts, and Leads to Essentials from Other Editions
Use reports to set up your accounts, contacts, and leads for import into Salesforce Essentials.
Before you migrate, clean up your data. For example, look for outdated information and duplicate records.
To export contacts, create a custom report type using Contact as the primary object. You use this report to create a .csv file that you can import into Essentials.
To migrate data to Essentials, create and export a report for each object that you want. Follow these steps for accounts, contacts, and leads.
- From the Reports tab, click New Report.
- Select an object.You can create a single report for both accounts and contacts. Include all the fields that you want to import from both objects.
- Click Continue.
- In your report, include the required fields and any additional fields that your company
uses.
- For accounts, the Name field is required.
- For contacts, the Last Name field is required.
- For leads, the required fields are Company, Last Name, and Status.
- Click Save & Run.
- Give your report a name and click Save.
- From the menu, click Export.
- Select Details Only.
- Under Format, select Comma Delimited .csv.
- Click Export.
- Repeat the previous steps for each object you want to import into Essentials.
- Import your .csv files into Essentials from .
Note Use matching to prevent duplicates when you import your data into Essentials.
- Accounts: Match account by Name & Site.
- Contacts with emails: Match Contact by Email and match Account by Name & Site.
- Contacts without emails: Match Contact by Name and match Account by Name & Site.
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