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Different Ways for Importing Contacts into Salesforce

Different Ways for Importing Contacts into Salesforce

admin March 22, 2016

 Salesforce is a leading CRM solution with the great advantage of cloud based technology solution. It is a robust application which manages a great variety of business solutions. Ease of use, convenience and great utility are the features bringing this CRM application on the top of the list of favorites. It is also a common scenario when you need to input data like contacts into Salesforce from an external source and you are looking for a solution to do it. Manually entering the data is not a solution and you have to look for some alternated automated solution to do the task. Well, get relaxed since there are a number of different ways for importing contacts into Salesforce.

Different Ways for Importing Contacts into Salesforce

Contacts into Salesforce

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Importing contacts into Salesforce through data import wizard

This data import wizard is developed by Salesforce.com and is a very simple tool for importing contacts into Salesforce. This is available absolutely free of cost and helps you in preventing the duplicate data from being loaded. It is a great tool for new users since there are no hassles involved for installing any tool or any additional effort. You can just open the data import wizard from the settings tab and you are ready to start the process. The only thing required is to prepare your CSV import file before you start the process.

Data loader from Apex

Apex data loader is also a free tool which helps in importing contacts into Salesforce through easy to use interface. With this data loader you can import, export or delete unlimited amount of contacts in Salesforce. It is currently not available for the enterprise edition and above and the app needs to be downloaded which works only on Windows machine.

Excel connector

Those who like to work on excel find this option useful and this open source tool works on Professional edition of Salesforce and above. If you want to move data bi-directionally or in small batches, this option may be useful.

Dataloader.io

The interface in Dataloader has a clean and simple look which makes it easy for the users to import, export and delete contacts data into Salesforce. This third party tool allows scheduling of tasks also and it can be done on a weekly, daily and monthly basis.

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Informatica Cloud data loader

This is a great tool for importing contacts into Salesforce which is free data loading application from Informatica. It works on the professional edition of Salesforce and above. This application can be used to secure sensitive data using data masking technology.

These were some of the most popular ways for importing contacts into Salesforce. There may be some other third party tools too which can help you in importing and you can have a search over internet to find a good one.

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