Field Mapping for Other Data Sources and Organization Import
If you are importing accounts and contacts for an organization, or importing individual data from sources other than Outlook or ACT!, the Import Wizards map the fields as correctly as possible.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
Available in: All Editions except Database.com Organization import not available in: Personal Edition, Database.com |
You must fine-tune the mapping before completing the import. Before importing your data, Salesforce recommends that you use Excel to label the columns in your import file with the labels listed below.
| Common Fields for Contacts and Accounts | |
|---|---|
| Label for Your Import File | Salesforce Field |
Record Owner (Note: For individual imports, this field is not necessary, since all data you import is automatically owned by you. In addition, when importing records by Salesforce record ID, this field is ignored.) |
Contact: Contact Owner and Account: Account Owner |
Currency ISO Code (Note: You can use this field only for organization imports in organizations that use multiple currencies. ) |
Contact: Contact Currency and Account: Account Currency |
| Contact Fields | |
|---|---|
| Label for Your Import File | Salesforce Field |
| Assistant | Contact: Assistant |
| Asst. Phone | Contact: Asst. Phone |
| Asst. Phone Ext. | Appended to Contact: Asst. Phone |
| Birthdate | Contact: Birthdate |
| Business Fax | Contact: Fax |
| Business Fax Ext. | Appended to Contact: Fax |
| Business Phone | Contact: Phone |
| Business Phone Ext. | Appended to Contact: Phone |
| Contact Description | Contact: Description |
Contact Full Name or First Name & Last Name (Note: When importing contact names, use either Contact Full Name or First Name and Last Name, but not both.) |
Contact: First Name and Contact: Last Name |
Contact ID (Note: Record IDs are case-sensitive and should not be changed.) |
Contact: Contact ID |
| Contact Note | Creates a note attached to the contact |
| Department | Contact: Department |
E-mail Address (Note: The import wizard verifies this is a valid email address in the form: jsmith@acme.com.) |
Contact: Email |
Email Opt Out (Note: Use “1” to indicate that user opts out; use “0” to indicate that user wants emails.) |
Contact: Email Opt Out |
| Home Phone | Contact: Home Phone |
| Home Phone Ext. | Appended to Contact: Home Phone |
| Lead Source | Contact: Lead Source |
| Mailing City | Contact: Mailing City |
| Mailing Country | Contact: Mailing Country |
| Mailing Postal Code | Contact: Mailing Address Zip/Postal Code |
| Mailing State | Contact: Mailing State/Province |
| Mailing Street 1 | Contact: Mailing Address |
| Mailing Street 2 | Contact: Mailing Address |
| Mailing Street 3 | Contact: Mailing Address |
| Mobile Phone | Contact: Mobile |
| Mobile Phone Ext. | Appended to Contact: Mobile |
| Other City | Contact: Other City |
| Other Country | Contact: Other Country |
| Other Phone | Contact: Other Phone |
| Other Phone Ext. | Appended to Contact: Other Phone |
| Other Postal Code | Contact: Other Address Zip/Postal Code |
| Other State | Contact: Other State/Province |
| Other Street 1 | Contact: Other Address |
| Other Street 2 | Contact: Other Address |
| Other Street 3 | Contact: Other Address |
Reports To (Note: If the import wizard cannot find a contact that matches the name in this field, it will create a new contact using this value as the Contact: First Name & Last Name.) |
Contact: Reports To |
| Salutation | Prefixed to Contact: First Name |
| Title | Contact: Title |
| 2nd Contact | Split into Contact: First Name & Last Name for a second contact for the account |
| 2nd Phone | Contact: Phone for a second contact for the account |
| 2nd Phone Ext. | Appended to Contact: Phone for a second contact for the account |
| 2nd Title | Contact: Title for a second contact for the account |
| 3rd Contact | Split into Contact: First Name & Last Name for a third contact for the account |
| 3rd Phone | Contact: Phone for a third contact for the account |
| 3rd Phone Ext. | Appended to Contact: Phone for a third contact for the account |
| 3rd Title | Contact: Title for a third contact for the account |
| Account Fields | |
|---|---|
| Label for Your Import File | Salesforce Field |
| Account Description | Account: Description |
Account Division (Note: You do not need to specify this field if you choose to assign the division via the drop-down list on Step 1 of the import wizard. If you do not map this field or use the division drop-down list, the division is set to the record owner’s default division for each record.) |
Account: Account Division |
| Account Fax | Account: Fax |
| Account Fax Ext. | Appended to Account: Fax |
Account ID (Note: Record IDs are case-sensitive and should not be changed.) |
Account: Account ID |
| Account Name | Account: Account Name and Contact: Account |
| Account Note | Creates a note attached to the account |
| Account Number | Account: Account Number |
| Account Phone | Account: Phone |
| Account Phone Ext. | Appended to Account: Phone |
| Account Site | Account: Account Site |
| Account Type | Account: Type |
| Billing City | Account: Billing City |
| Billing Country | Account: Billing Country |
| Billing Postal Code | Account: Billing Zip/Postal Code |
| Billing State | Account: Billing State/Province |
| Billing Street 1 | Account: Billing Address |
| Billing Street 2 | Account: Billing Address |
| Billing Street 3 | Account: Billing Address |
| Employees | Account: Employees |
| Industry | Account: Industry |
| Ownership | Account: Ownership |
Parent Account (Note: If the import wizard cannot find an account that matches the parent account name, it will create a new account using this value as the Account Name.) |
Account: Parent Account |
Parent Account Site (Note: Indicates the site value of Parent Account.) |
Account: Account Site (Note: Maps to the Account Site field in the parent account.) |
| Rating | Account: Rating |
| Revenue | Account: Annual Revenue |
| Shipping City | Account: Shipping City |
| Shipping Country | Account: Shipping Country |
| Shipping Postal Code | Account: Shipping Zip/Postal Code |
| Shipping State | Account: Shipping State/Province |
| Shipping Street 1 | Account: Shipping Address |
| Shipping Street 2 | Account: Shipping Address |
| Shipping Street 3 | Account: Shipping Address |
| SIC Code | Account: SIC Code |
| Ticker Symbol | Account: Ticker Symbol |
| Website | Account: Website |
