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Importing data from Salesforce to Apto

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Summary
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Prepare Your Data

  1. Navigate to Your Name at the top | Setup | Data Management | Data Export.
  2. Select "Replace carriage returns with spaces" to have spaces instead of carriage returns or line breaks in the export files.
  3. Under "Exported Data," choose the types of data you would like to include in the export.
  4. Click "Start Export."
  5. Salesforce will then create the CSV files and store them in a zip folder. You will receive an email notification when the export is ready. Follow the link provided in the email to download the zip file.
  6. Please upload files to the FILE UPLOAD LINK
 
Next: Importing your Companies and Contacts into Apto

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