Integrations
Import your Excel or CSV into Salesforce Leads
Salesforce is strict about Lead imports: Last Name and Company are required on every row, State and Country may need to match your org's picklists, and the Data Import Wizard skips rows it can't read. Importly maps your columns to Salesforce's Lead fields, cleans the values and handles the required ones — so the wizard accepts the file instead of rejecting rows.
Column headers Importly recognises for Salesforce Leads
Whatever your source file calls them, Importly matches your columns to the fields Salesforce Leads expects:
| Field in Salesforce Leads | Recognised from headers like |
|---|---|
| First Name | first name, firstname, first_name, prenom, prénom, given name… |
| Last Name | last name, lastname, last_name, nom, surname, family name… |
| Company | company, company name, societe, société, entreprise, raison sociale… |
| Title | job title, title, poste, fonction, titre… |
| email, e-mail, mail, courriel, adresse email, adresse e-mail… | |
| Phone | phone, telephone, téléphone, tel, tél, mobile… |
| City | city, ville, town, commune, localite, localité… |
| State/Province | state, province, region, région, departement, département… |
| Zip/Postal Code | postal code, zip, zipcode, zip code, code postal, code_postal… |
| Country | country, pays, nation… |
How to import your file into Salesforce Leads
- 1 Upload your Excel or CSV and pick the Salesforce Leads profile.
- 2 Importly renames the columns, cleans every value — dates, phone numbers, amounts, countries — and drops duplicates and empty rows.
- 3 Download the cleaned file and import it into Salesforce Leads. It maps on the first try.
Frequently asked questions
What fields are required to import Leads into Salesforce?
Salesforce requires Last Name and Company on every Lead. Importly maps those first and cleans the rest — Email, Phone, Title, City, State/Province, Country — so nothing is dropped.
Why does the Salesforce import wizard skip my rows?
Usually a missing Company or Last Name, dates in the wrong format, or State/Country values that don't match your picklists. Importly standardises these before you upload the CSV.
Can Importly prepare a file for the Salesforce Data Import Wizard?
Yes — it outputs a clean CSV with Salesforce's Lead field names, ready to map in the wizard (or via Data Loader) in one pass.
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