This guide takes you through the steps to create and save a mapping designed to import data to a Single Object in Salesforce based off of a given template – follow the steps in the documents below to create a mapping.
Understand Your Import Requirements
- Determine whether you are importing:
- A single object (e.g., Accounts, Contacts, or Custom Objects).
- Multiple objects in a master-detail relationship (e.g., Accounts and their related Contacts).
For a Single Object import follow this guide on how to create a mapping, for a multiple object import skip to Create a Mapping (Two Related Objects).
This example will cover inserting Contacts from the template file shown below. It contains column headings shown in row 1 and an example contact to later use to test that the mapping is correct.
Follow through these links to create a Single Object Mapping: