This tool can be accessed through the Setup menu in Salesforce. This can help you import your data in common standard objects such as Accounts, Contacts as well as custom objects such as the Staging Object. It can import up to 50,000 records at a time. It includes a simple interface to specify the configuration parameters and field mappings.
Follow these steps:
Prepare your data file for import.
From Salesforce Setup, select Data Import Wizard in the Quick Find box, then select Data Import Wizard.
Then, click the Launch Wizard.
Choose the data file that you want to import.
To import Accounts, Contacts, Leads and Solutions, select Standard Objects. To import custom objects, select Custom Objects. To import into the staging object, click on Custom objects and select the BDE Items object.
Specify what action you want to perform in Salesforce: Update existing records or Add new and update existing records simultaneously. When importing into the Staging Object you will generally select the Add new records options.
Specify match criteria as needed. For more information, hover your mouse over the question marks about each option.
Select the file that contains your data by dragging the CSV file to the Upload area of the page. You can also click the CSV category and then navigate to the File.
Choose a Character Coding method for your file. Typically, you can leave this as it’s default.
Select Comma or Tab as a value separator.
Map your data fields to Salesforce data fields. The Data Import Wizard maps as many of your data fields as possible to standard Salesforce data fields. But if the wizard can’t map fields, you must do it manually. Unmapped fields are not imported into Salesforce.
Refer to the end of this document for a list of field mappings for many common data sources.
Check the list of mapped data fields and check any unmapped fields. Click Map to the left of each unmapped field to map it manually.
In the Map your field dialog box, search and choose the Salesforce field to map each source field to and click Map.
To change mappings that Salesforce performed automatically, click Change to the left of the appropriate field.
When all the mappings are complete, click Next.
Review your import information on the Review page. If you still have unmapped fields that you want to import, click Previous to return to the previous page and specify your mappings.
When you are satisfied all the mapping are correct, click Start Import.
Important: Any data import process performs potentially a large number of additions and/or changes to your database. Make sure you are confident in your choices before perfoming this operation. We recommend you do a test import into a Sandbox environment before importing into Production.
Once the import process is running, you can check on its status through the Recent Import Jobs section of the Data Import Wizard home page. It lists the status and metrics of recent data import jobs.
Alternatively, from Setup, type Bulk Data Load Jobs in the Quick Find box, then select Bulk Data Load Jobs.