Import Accounts into Salesforce (Classic and Lightning)
In this video, you'll learn how to import accounts into Salesforce from a CSV file.
First, you will see the CSV file with accounts to import into Salesforce and save it as a CSV file.
You will learn that CSV Loader https://www.csv-loader.com/ offers a solution that allows you to import accounts and contacts into Salesforce. You need to connect your Salesforce account to CSV Loader to do Salesforce data import. You will see a very specific step-by-step guide on how to set up Salesforce data import.
In the next step, you will learn how to match fields between your CSV file and Salesforce account fields (this is called mappings). You will be able to assign an account owner and map the parent account in Salesforce.
And finally, you can review the list of accounts and specific fields that have been imported with direct links to open them in Salesforce to verify.
And that's it. You have learned how to mass import accounts in Salesforce.
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