
I would like to import a database of leads from an Excel file. This Excel has a few fields : Company/Contact name/contact phone/contact mail.
I tried to manage this import with the assistant in settings/administration/data management/import leads (sorry for the translation because of using salesforce in french!)
But my issu is : I can't succeed in matching the csv fields with the saesforce fields so it doesn't work!
For testing importation, my .csv file has just 2 columns : Company and owner (me)
The result is : the leads have been imported as Account and not lead and the field company has merged the name of the company with my name!
Is it because my .csv file has columns instead of comma separated values ?
Thanks for your help it will be appreciate :-)
Best regards
Philippe
7 answers
Hi Syed Hi Philipe!! I have the exact same mapping issue. I think this is due to my computer running in french and not in english (192.5 is 192,5 is french, so it's messed up) Hi, I have the same mapping issue when creating my .csv from excel. philipe, Hi Syed it should work...