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.