Default Field Mapping

Importing Data

Preparing Your Data

The Import My Contacts wizard automatically maps fields from ACT! and Outlook to salesforce.com. For importing from other data sources or for an organization import, you must use Excel to label the columns in your import file as specified in Field Mapping for Other Data Sources and Organization Import. For importing leads, use the import file labels specified in Field Mapping for Importing Leads.

Review the default mappings below and then modify your export file as appropriate prior to starting the import wizards.

If your data has information in fields that do not match any of the standard fields, your administrator can create custom fields for that data. The custom fields must be created prior to import. See Creating Custom Fields.

Default Field Mapping for ACT!

This table details how ACT! fields map to salesforce.com account and contact import fields during an individual data import.

 

 NOTE  
If an ACT! record contains more than one contact for the same company, the import wizard creates multiple contacts for one account.

 

ACT! Field Import Field
Address 1 Contact: Mailing Address and
Account: Billing Address
Address 2 Contact: Mailing Address and
Account: Billing Address
Address 3 Contact: Mailing Address and
Account: Billing Address
Alt Phone Contact: Other Phone
Alt Phone Ext. Contact: Other Phone Ext.
Assistant Contact: Assistant's Name
Asst. Phone Contact: Asst. Phone
Asst. Phone Ext. Contact: Asst. Phone Ext.
City Contact: Mailing City and
Account: Billing City
Company Account: Name
Contact Contact: Full Name
Country Contact: Mailing Country and
Account: Billing Country
Department Contact: Department
E-mail Login
(Must be a valid email address in the form: jsmith@acme.com.)		 Contact: Email
Fax Contact: Fax and
Account: Fax
Fax Ext. Contact: Business Fax Ext.
First Name Contact: First Name
Home Address 1 Contact: Other Address 1
Home Address 2 Contact: Other Address 2
Home Address 3 Contact: Other Address 3
Home City Contact: Other City
Home Country Contact: Other Country
Home Phone Contact: Home Phone
Home State Contact: Other State
Home Zip Contact: Other Postal Code
ID/Status Account: Type
Last Name Contact: Last Name
Mobile Phone Contact: Mobile Phone
Note Does not import
Phone Contact: Phone and
Account: Phone
Phone Ext. Contact: Business Phone Ext.
Referred By Contact: Lead Source
Revenue Account: Annual Revenue
State Contact: Mailing State and
Account: Billing State
Ticker Symbol Account: Ticker Symbol
Title Contact: Title
Web Site Account: Website
Zip Contact: Mailing Postal Code and
Account: Billing Postal Code
2nd Contact 2nd Contact: Name
2nd Phone 2nd Contact: Phone
2nd Phone Ext. 2nd Contact: Phone Ext.
2nd Title 2nd Contact: Title
3rd Contact 3rd Contact: Name
3rd Phone 3rd Contact: Phone
3rd Phone Ext. 3rd Contact: Phone Ext.
3rd Title 3rd Contact: Title
2nd Last Reach, 3rd Last Reach, Asst. Title, Last Attempt, Last Meeting, Last Reach, Last Results, Letter Date, Pager, Spouse, User 1-15 Contact: Note or Account: Note
(You specify which fields import into a single Contact or Account Note; separate notes are not created for each ACT! field.)

 

See Also:
Exporting from ACT!

Default Field Mapping for Outlook

This table details how Outlook fields map to salesforce.com account and contact import fields during an individual data import.

 

Outlook Field Import Field
Assistant's Name Contact: Assistant's Name
Assistant's Phone Contact: Asst Phone
Birthday Contact: Birthdate
Business City Contact: Mailing City and
Account: Billing City
Business Country Contact: Mailing Country and
Account: Billing Country
Business Fax Contact: Fax and Account: Fax
Business Phone Contact: Phone
Business Postal Code Contact: Mailing Postal Code and
Account: Billing Postal Code
Business Street Contact: Mailing Address and
Account: Billing Address
Business Street 2 Contact: Mailing Address and
Account: Billing Address
Business Street 3 Contact: Mailing Address and
Account: Billing Address
Company Account: Account Name and
Contact: Account
Company Main Phone Account: Phone
Department Contact: Department
E-mail
(Must be a valid email address in the form: jsmith@acme.com.)		 Contact: Email
First Name Contact: First Name
Home City Contact: Other City
Home Country Contact: Other Country
Home Phone Contact: Home Phone
Home Postal Code Contact: Other Postal Code
Home Street Contact: Other Address
Home Street 2 Contact: Other Address
Home Street 3 Contact: Other Address
Job Title Contact: Title
Last Name Contact: Last Name
Manager's Name Contact: Reports To
(In addition, if the name in this field does not match an existing contact, a new contact is created with the manager's name.)
Mobile Phone Contact: Mobile Phone
Notes Contact: Description
Other Phone Contact: Other Phone
Referred By Contact: Lead Source
Title Contact: Salutation
Web Page Account: Website
Account, Anniversary, Billing Information, Business Phone 2, Callback, Car Phone, Categories, Children, Directory Server, E-mail 2, E-mail 3, Government ID Number, Hobby, Home Fax, Home Phone 2, Internet Free/Busy Address, ISDN, Keywords, Language, Location, Middle Name, Mileage, Office Location, Organizational ID Number, Other City, Other Country, Other Fax, Other Postal Code, Other State, Other Street, Other Street 2, Other Street 3, Pager, PO Box, Primary Phone, Profession, Radio Phone, Spouse, Suffix, Telex, TTY/TDD Phone, User 1, User 2, User 3, User 4 Contact: Note or Account: Note
(You specify which fields import into a single Contact or Account Note; separate notes are not created for each Outlook field.)

 

See Also:
Exporting from Outlook

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, and then you must fine-tune the mapping before completing the import. Prior to importing your accounts and contacts, it is recommended that you use Excel to label the columns in your import file with the labels listed below.

 

 NOTE  
The default mappings listed below are offered as a guide for importing; they do not insure 100% accuracy in mapping your data. You must fine-tune the mapping in the Import Wizards. Remember that you can map the same field multiple times if necessary, e.g., for the account and contact address fields.

 

 

Common Fields for Contacts and Accounts
Label for Your Import File Salesforce.com Field
Record Owner
(Note: For individual imports this field is not necessary since all data you import is automatically owned by you.)		 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; see Importing Multiple Currencies.)		 Contact: Contact Currency and
Account: Account Currency

 

Contact Fields
Label for Your Import File Salesforce.com 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 Note Creates a note attached to the contact
Department Contact: Department
E-mail Address
(Must be a valid email address in the form: jsmith@acme.com.)		 Contact: Email
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.com Field
Account Fax Account: Fax
Account Fax Ext. Appended to Account: Fax
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
Description Account: Description
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
(Indicates site value of Parent Account)		 Account: Account Site
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 Account: Ticker Symbol
Website Account: Website

Field Mapping for Importing Leads

When you import leads, the Import My Organization's Leads wizard maps the fields in your import file as correctly as possible, but you must fine-tune the mapping before completing the import. Prior to importing your leads, it is recommended that you use Excel to label the columns in your lead import file with the labels listed in the table below.

 

 NOTE  
The default mappings listed below are offered as a guide for importing; they do not insure 100% accuracy in mapping your data. You must fine-tune the mapping in the Import Wizard.

 

 

Label for Your Import File Salesforce.com Lead Field
Annual Revenue Annual Revenue
City City
Company Company
Country Country
Currency ISO Code
(Note: You can use this field only for organizations that use multiple currencies see Importing Multiple Currencies.)		 Lead Currency
Description Description
Email
(Must be a valid email address in the form: jsmith@acme.com.)		 Email
No. of Employees No. of Employees
Fax Fax
Full Name or
First Name & Last Name
(Note: When importing lead names, use either Full Name or First Name and Last Name, but not both.)		 First Name and
Last Name
Industry Industry
Lead Source
(Note: You do not need to specify this field if you choose to assign the same Lead Source to all leads on the first page of the import wizard.)		 Lead Source
Mobile Phone Mobile
Phone Phone
Postal Code Postal Code
Rating Rating
Record Owner
(Note: You do not need this field if assigning ownership via a lead assignment rule.)		 Lead Owner
Salutation Added to beginning of First Name
State State
Street 1 Address
Street 2 Address
Street 3 Address
Title Title
Website Website