1.Click the Settings tab.
2.Click Accounts (the following is same for Contacts and Opportunities) from the navigation menu at left. Click the Account Import link.
3.Step 1: Select Data Source screen will display. Click the browse button to find the Excel spreadsheet you want to import. Once you've selected the spreadsheet, it should display in the associated text box. Click the Next button when ready to move to Step 2. Note: accepts any Excel format from 2003 – current version.
4.Step 2: Select Columns and Mappings will display. The Columns and Mappings can be configured to display specifically which data fields you would like to import from the spreadsheet. The column at left represents the Account fields that are available for updating or inserting; the column at right represents the field from your source spreadsheet. For any column you don't have a value for, or that you don't want to import/update, ensure the selection is set to <Default Value>. Click the Next button when ready to move to Step 3.
5.Step 3: Import Options screen will display. You'll have two options to select from: "Update rows with matching key fields" and "Import all rows as new Accounts". The majority of the time you'll want "Update rows with matching key fields" to be selected, and when it is selected additional options will display. These are Account Key Field(s) and Source Key Field(s), and they determine how to identify the Account(s) that will be updated. Optionally check/uncheck the “Preview” checkbox to see the effects of the data changes you are about to make. Click the Next button when ready to move to Step 4.
6.Step 4: Preview Changes screen will display. All the changes that will be made to the Accounts will be displayed at this point before they are imported/updated permanently. Review the list, and click the Import button when ready to Import. A dialog window will display, click OK to proceed. The time it takes to Import is based on the size of the data being imported. A progress display so the user can monitor the process.
7.Step 5: Confirmation and Summary screen will display. All the changes that have been made to the Accounts will display at this point to show the User the counts of how many records were imported, updated, or did not successfully get updated/imported.