The IMPORTR module prevents duplicates from being created in Salesforce as a result of importing CSV files.  At the same time, it can be used to update existing records with the data from CSV files.


To start, click on the IMPORTR module then select UPLOAD DATA -> FROM CSV FILE button to start the wizard.



On the first page, click "Choose File or Folder" button to specify the location of your list file.

You can choose a data source file from This device or from Salesforce.

Read more: Upload file or folder from cloud storage

Provide a name for your import dataset, the destination object (account, contact, lead,...) and optionally select dataset to compare your data to, it can be all records in an object, specific single object dataset, specific cross-object dataset or None. Click Next to continue.



On the next page, Importr will match the names in the header row of your CSV file to fields in the destination Salesforce object and display them.  Any unmapped columns will be marked in red and will not be imported.  However, you can manually select a Salesforce field from the drop-down list. When you’re happy with the mappings, click NEXT.

Importr also support Salesforce Reference fields.  They can be populating by either the actual value or the Record ID.

Note: If a valid reference is not identified for any record, during the CSV load process, a user can open that record in the Review window and update the value using inline editing.


The final page provides an overview of all your selections and allow you to change a Matching Model and Field Value Rule that will be used to determine duplicates. Press the Confirm button to initiate the import and the analysis of the data.



Once the analysis is completed, the Import dashboard will display a tile (or dataset), along with the total number of records and duplicates. 

You can very quickly identify whether the CSV list contains any duplicates.


Good to know: 

  • Unmatched - these records have no duplicates in Salesforce  
  • Matched - duplicates found

Click on the tile to begin working with the data.  Learn more about Working with Import Files.

Import CSV Files From Cloud Storage

Users have the ability to load files and folders from Salesforce file storage (support for Amazon S3, SFTP, and others coming soon). Follow the similar steps to upload CSV by clicking Upload Data > Upload From > Salesforce (instead of "This Device"). Continue configuring your Importr dataset by assigning a title, object, and map fields before reviewing.