Import Wizard: Integrated Importing Utility
The Import Wizard is a functionality built into Advologix/Salesforce.com that allows you to import data into the system.
You can from ACT!, Outlook, and any program that can save data in the CSV (comma-separated values) format, such as Excel or GoldMine.
Accessing the Import Wizards
For Records You Own
There are Import wizards for records you personally own are located at Your Name | Setup | Import:
- Import My Contacts
- Import My Person Accounts
For Your Organization's Records
There are Import wizards for organization-wide data are located at Your Name | Setup | Data Management:
- Import My Organization’s Accounts and Contacts
- Import My Organization’s Leads
- Import My Organization's Custom Objects ( Matters, Research, Billings, etc.)
In the “Import My Organization's...” wizards for accounts, contacts, leads, and custom objects, administrators can import into any of the listed fields, even if a field is hidden or read-only in their page layout or field-level security settings. Individual users can import only into the fields that are accessible to them via their page layout or field-level security settings.