The new Data Import Wizard — in pilot as of Summer ’13 — provides a unified interface that lets you import and/or update a number of standard Salesforce objects, including accounts, contacts, leads, and solutions. The wizard also lets you import and update custom objects. You don’t have to pick and choose between different wizards in Setup anymore. Now you can do it all in one place!

Note: The separate import wizards for accounts, contacts, leads, solutions, and custom objects will remain available, unchanged in functionality, for the foreseeable future. To see a list of differences between the old and new wizards, you can review the import wizards comparison table.

The new Data Import Wizard has a streamlined user interface that makes uploading data files and mapping data fields easier than ever. Choose the type of object data you want to import (accounts and contacts, leads, solutions, or custom), choose a source file for your data, map the fields that need to be mapped, and start your import.

Import Wizard interface

Of course, mapping is still one of the most important steps during a data import, so you’ll want to make sure your data files are as clean as possible before you begin. We’ve put together some best practices videos for you, to help you avoid common stumbling blocks during import. Clean up your data, then use the new Data Import Wizard, and you’ll have loads of new or updated records imported into Salesforce before you can say lickity-split.

To start using the new wizard, from Setup click Data Management > Data Import Wizard. You can also watch a video from Data Import Wizard product manager Chirag Rajan to get a better idea of the new workflow.

The new Data Import Wizard is automatically enabled for all Developer Edition organizations. To enable the wizard for Enterprise and Unlimited Edition organizations, contact salesforce.com.

Once you’ve had a chance to use the new Data Import Wizard, please tell us what you think!


tagged , , , , Bookmark the permalink. Trackbacks are closed, but you can post a comment.
  • CloudCallidus

    In terms of the standard objects, looks like it still supports very limited objects (Accounts, Contacts, Leads and Solutions). Any thoughts if more standard objects (Opportunities, Cases etc) are on the roadmap?

    • Chirag Rajan

      We’re currently working on our roadmap for future releases and the objects you mentioned are definitely on the table. We’d love to get your thoughts on other feature ideas as well. I’ll email you directly to discuss more.

      Thanks,
      -Chirag

  • Jo Young

    Really like the UI and process. Can see the potential of it in the future. Had to zoom out on my screen to continue scrolling down the list of fields when mapping, not all of the fields seemed available when mapping as well. Like it though!

    • Chirag Rajan

      Thanks for the feedback Jo. Glad to hear that you like the UI. We’d love to get more detailed feedback about your experience using the wizard. I’ll email you directly to discuss more.

      Thanks,
      -Chirag

  • Rick Blake

    Specific error messages would be nice, e.g. “Please close the CSV file before importing”.
    Also, it would be convenient to have an ‘unmap’ link to remove fields from the upload rather than having to locate the mapping and remove it.

    Otherwise it’s very smooth and easy to use. I really like it.

  • Christine

    I have tried it and It didn’t import the Contacts with the accounts at the same time. is this how it is supposed to work?

  • Andy

    I’m receiving errors when trying to upload contacts to an existing account:

    - I’m upserting Contacts and Accounts, matching on Account ID and Contact email address. The 15 digit Account ID is included within the file.
    - The existing Contact is being updated correctly, but the new contacts are being created without being attached to an Account
    - Looking at the error file, it seems that the account id is causing problems: “DUPLICATE_VALUE:Duplicate id specified:001110000076RbeAAE:–” – However, it should be searching for the account id and creating under that account, rather than failing out.

    Is this a common issue?

    Additionally – Why should peopla have to create a Disqus log-in to comment on a Salesforce blog board? People already have developer salesforce log-ins