Mapping

The list below, select the field in your import file that should be imported into each Salesforce field. Once you have finished, click Next:

Contact Information  

  
You should import into either the Contact Full Name or First Name and Last Name, but not both.
 
 
Salesforce Field Import Field Salesforce Field Import Field
Contact Id:
Contact Full Name: Lead Source:  
First Name: Reports To:  
Last Name: Birthdate:  
Salutation: Assistant's Name:  
Title: Description:  
E-mail Address: Contact Note:  
Department: Email Opt Out:  
 
Contact Custom Fields    
 
Salesforce Field Import Field Salesforce Field Import Field
ABI Number: Ad Size:  
Contact Gender: EB Date/Subject:  
EB Date Attended: EB Follow-Up:  
Employees (From List Co): Location Type (From List Co):  
Marketing Exec (From List Co): Number of Sales People:  
Public/Private: Sales (From List Co):  
Sales Exec (From List Co): SIC 1 (From List Co):  
SIC 1 Bus Desc (From List Co): SIC 2 (From List Co):  
SIC 2 Bus Desc (From List Co):      
 
Additional Contact Information    
Note: You can specify up to two additional contacts per record. Alternatively, you can move these contacts into separate records in your import file and restart the import wizard.
 
Salesforce Field Import Field Salesforce Field Import Field
2nd Contact Full Name: 3rd Contact Full Name:  
2nd Contact Phone Number: 3rd Contact Phone Number:  
2nd Contact Phone Ext.: 3rd Contact Phone Ext.:  
2nd Contact Title: 3rd Contact Title:  

 

Contact Address Info  

  
 
Salesforce Field Import Field Salesforce Field Import Field
Mailing Address Line 1: Other Address Line 1:  
Line 2: Line 2:  
Line 3: Line 3:  
City: City:  
State/Province: State/Province:  
Postal Code: Postal Code:  
Country: Country:  

 
Contact Phone Information    
 
Salesforce Field Import Field Salesforce Field Import Field
Business Phone: Business Phone Ext.:  
Business Fax: Business Fax Ext.:  
Mobile Phone: Mobile Phone Ext.:  
Home Phone: Home Phone Ext.:  
Other Phone: Other Phone Ext.:  
Asst. Phone: Asst. Phone Ext.:  
Do Not Call:      
 
 
 

 

Account Information  

  
 
Salesforce Field Import Field Salesforce Field Import Field
Account Id:
Account: Website:  
Parent Account: Ticker Symbol:  
Account Number: Ownership:  
Account Type: Employees:  
Industry: SIC:  
Revenue: Account Note:  
Account Rating: Description:  
Account Site: Parent Account Site:  

 

Account Address Information  

  
Note: The Contact address is not automatically populated into the Account. You must map the Account address below.
 
Salesforce Field Import Field Salesforce Field Import Field
Billing Address Line 1: Shipping Address Line 1:  
Line 2: Line 2:  
Line 3: Line 3:  
City: City:  
State/Province: State/Province:  
Postal Code: Postal Code:  
Country: Country:  

 
Account Phone Information    
 
Salesforce Field Import Field Salesforce Field Import Field
Account Phone: Account Phone Ext.:  
Account Fax: Account Fax Ext.:  

 

 

 
 

The following is a list of columns that have not been mapped to a Salesforce field. The import wizard can merge these into a separate note attached to the contact or account. Check the columns you would like to include in the contact or account note.Once you have finished, click Next:
 

 

Include in
Contact Note		 Include in
Account Note		 Do
not import		 Extra import fields
owner (col 1)
billing_street (col 14)
billing_city (col 15)
billing_state (col 16)
billing_zip (col 17)
billing_country (col 18)
currency_iso_code (col 30)
created_date (col 31)
created_by (col 32)
last_update (col 33)
last_update_by (col 34)
yearly_income (col 36)
ssn (col 37)

 

  
 
  Salutation: 241 values: picklist value is not active: Alan, Alfred, Bob, Brand, Erwin, Julie, Kerry, Mark, salutation, Steve...
This problem prevents import from proceeding.

 

Your import cannot be completed. Please correct your Import file and try again.

 

 

 

 

 

 

 

 

 

 

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