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Importing Companies and Contacts Into Apto

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Summary
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You can import your Companies and Contacts by using the Data Import Wizard.

This is often the preferred method if you’re importing a simple Contact sheet like Outlook or Google. This method is not best when importing a relational database like ACT!, REA or RealHound. Use the Apex Data Loader for larger imports. 

You can use the Data Import Wizard to import up to 50,000 records at a time.

We recommend you import using a small test file first to make sure that you have prepared your source data correctly.

The Data Import Wizard is supported in these browsers:

  • Google Chrome™ version 29 and later
  • Mozilla® Firefox® version 23 and later
  • Microsoft® Internet Explorer® version 9 and later
  • Apple® Safari® version 5 and later

Drag and drop of CSV files is not supported in Internet Explorer 9.

Note

Non-administrators can also access the Data Import Wizard from the Import option under My Settings.

  1. Prepare your data for import and create an import file. Avoid errors, duplication of data, and frustration by preparing your data for import before you launch the wizard. See the FAQ item “How do I prepare my data for import?” on the Data Import Wizard welcome page for more information on preparing your data.
  2. Start the wizard.
    1. From Setup, click Data Management | Data Import Wizard.
    2. Review the information provided on the welcome page, then click Launch Wizard!
  3. Choose the data that you want to import.
    1. Click Standard Objects to import accounts, contacts, leads, or solutions. Click Custom Objects to import custom objects.
    2. Specify whether you want to add new records to Salesforce, update existing records, or add and update records simultaneously.
    3. Specify matching and other criteria as necessary. Hover over the question marks for more information about each option.
    4. Specify the file that contains your data. You can specify your data file by dragging the CSV to the upload area of the page or by clicking the CSV category you’re using and then navigating to and selecting the file.
    5. Choose a character encoding method for your file. Most users will not need to change their character encoding.
    6. Click Next.
  4. Map your data fields to Apto data fields. The Data Import Wizard tries to map as many of your data fields as possible to standard Salesforce data fields. If Salesforce can’t automatically map fields, however, you’ll need to do it manually. Unmapped fields are not imported into Apto.
  5. To see a list of standard Apto data fields, from Setup click Customize, click the object whose fields you’re interested in, and click Fields. For example, if you want to see a list of standard Salesforce fields for contacts, click Customize Contacts|Fields.

    Note

    The Map Your Field dialog box also gives you the option of saving data from unmapped fields in a general notes field for accounts and contacts. To do so, choose Account Note or Contact Note from the Map To drop-down list and click Map.

    1. Scan the list of mapped data fields and locate any unmapped fields.
    2. Click Map to the left of each unmapped field.
    3. In the Map Your Field dialog box, choose the Apto field(s) you want to map to and click Map.
    4. To change mappings that Salesforce performed automatically, click Change to the left of the appropriate field, then choose the Salesforce field(s) you want to map to and click Map.
    5. Click Next.
  6. Review and start your import.
    1. Review your import information on the Review page. If you still have unmapped fields that you want to import, click Previous to return to the previous page and specify your mappings.
    2. Click Start Import.
  7. Check import status. From Setup, click Jobs | Bulk Data Load Jobs.

Note

Only Administrators have access to the Bulk Data Load Jobs page in Salesforce Setup. If you’re not an administrator, you can check the status of your upload by monitoring the relevant tabs in Salesforce.

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