Smart Import Tool
Clean Data is the Key
Overview
Import data into Salesforce from CSV, XLSX, XLS and other file formats. Review them in an online editor before the import, where you can make corrections according to the tool’s suggestions and fill in lookup fields. View and download your import results.
See How Smart Import Tool Works
The tool accepts files in a variety of formats, skips empty columns and rows, removes trailing spaces, automatically matches columns and validates the data with fuzzy logic. Then your data is opened in an online editor.
The tool highlights inappropriate values and provides clear messages. You can correct your data, add columns and fill them out in the online editor. Import errors are displayed instantly, allowing you to immediately correct them and try again.
Admins can configure the list of standard and custom objects allowed for the import, control who uses the tool. All object-level, field-level, and row-level (sharing) rights correspond to user permissions.
The Smart Import Tool is designed to simplify and streamline the process of importing dirty data from a variety file formats that may contain typos, extra spaces, and names of related records instead of their ID. Unlike other import tools that work in the background and require you to prepare a carefully verified CSV file, the Smart Import Tool lets you see and fix the errors in your data before importing it. And the best part is, the import results appear on the same screen, so you can make corrections and try again without interruption. Forget about having to download CSVs with import errors, correct them in a spreadsheet editor, and start the import process all over again. With the Smart Import Tool, you can get the results faster and with less hassle.
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- Business Needs
- IT & AdministrationAdmin & Developer ToolsData Management
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- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile