Data import wizard: basics

Goal

Probably, your organization uses multiple spreadsheets in which important information is stored. It can be very helpful to have access to this investment related information in Venturelytic. With the Data Import Wizard, you can easily import external data into Salesforce. Supported data sources include any program that can save data in the comma delimited text format (.csv).

With the Data Import Wizard you’re able to import data in common standard objects, such as contacts and accounts. It can import up to 50,000 records at a time. It provides a simple interface to specify the configuration parameters, data sources, and the field mappings that map the field names in your import file with the field names in Salesforce.

We’ll guide you through the basics of the wizard, step by step. In case you need additional help, additional resources that are available in abundance. We’ve selected the most informative ones for you in the resources section at the end of this tutorial. If you’re still having a hard time importing you’re data, have your admin contact Venturelytic for further assistance.

Data Import Wizard Tutorial

1. Prepare the file you want to import. For more information on how to do this, see: https://trailhead.salesforce.com/content/learn/modules/lex_implementation_data_management/lex_implementation_data_import

In this tutorial we want to import the following account and contact details: 

2. Navigate to Setup

3. From Setup, type Data Import Wizard in the Quick Find box on the left

4. Scroll down on the Data Import Wizard page and click on “Launch Wizard” to start

5. Select Accounts and Contacts as type of data you’re importing, since external information will often be imported into these two objects of Venturelytic

6. Click on “Add new records”. Since our example file contains Accounts and Contacts that aren’t in the system yet.

7. Select the record type “Venture”, in case you’re importing ventures. Select “investor” or “other” in case you’re importing these type of accounts.

8. Save your file as a .CSV, either comma separated or tab separated and upload the file

9. The Wizard will ask you to map the columns to the specific Salesforce Object. For the ones that it didn’t match automatically, manually assign these to the right objects. 

10. Example of how the CSV header “Company” is matched by it Salesforce peer, called Account Name

11. Once all fields are mapped, proceed with “Next” and “Start Import”.

12. Once the import is finished, you’ll be directed to the details of this so-called Bulk Data Load Job. In this case, it says the amount of records failed is zero, indicating a successful import. 

13. Once you switch to lighting experience again via the top header, you’ll be redirected to the Venturelytic environment.

14. Once back in our own environment, we’ll see that the accounts have been added successfully, with the right Name, accompanying Contact (under Related), Industry and TRL.

Resources: 

In case you’re stuck, the following resources might help you out: 

1. Salesforce Video Tutorials: http://salesforce.vidyard.com/watch/ARIjWm2qrDkJVJxEhReFug

2. Salesforce Learning Environment Trailhead: https://trailhead.salesforce.com/en/content/learn/modules/lex_implementation_data_management/lex_implementation_data_import

3. Salesforce Help Resources: 

https://help.salesforce.com/articleView?id=data_import_wizard.htm&type=5

https://help.salesforce.com/articleView?id=import_with_data_import_wizard.htm&type=5