A firm's clients as six homes rising out of a plate, one after another

How do I bring in my clients from Salesforce?

Your Salesforce contacts come in from one file, and you check every name before any is added.

There's no direct connection to Salesforce. A file does the job, and nothing is sent to your clients.

1. How do I get the file?

A spreadsheet lying on a plate, one cell lifted clear of it

You need a report of your contacts first.

  1. In Salesforce, open the Reports tab, then the report.
  2. Select the arrow next to Edit, then Export.
  3. Choose Details Only, and Comma Delimited .csv as the format.
  4. Select Export.

2. How do I import it?

Columns: the file's columns chosen for Client name, First name, Last name and Email, each with an example beneathColumns: the file's columns chosen for Client name, First name, Last name and Email, each with an example beneath
  1. On Clients, select Add from, then Import a file. Choose the file, a CSV or Excel .xlsx.
  2. Under Columns, check which columns hold the name and the email. The name can be one column, or a first and a last.
  3. Check the names under To add, then add them. Undo works until your next import.

Import your client list has the rest.

Import clients

3. What comes across?

Six people standing together on a plate
  • Each client's name and email, and their ID if the file has one.
  • A full date of birth, from a column headed Date of birth. A column headed Birthday comes in only if you choose it under Columns. A month and year stops only that row. To add the row anyway, set Date of birth to None under Columns, which leaves out every row's date.

Only the name, the email and the birth date come in. If you press Read, the rest of the file is sent to be read, as the page says before you press.

4. How do I add new clients later?

A firm's clients as homes on a plate, one more arriving

Export and import again. A client you already have is listed, not added or updated.