Import Data

Learn your options for migrating data from other systems, as well as formatting tips and steps for importing data to a new List or an existing List.

Migrate external data

SalesforceIQ offers a variety of options that make it easy for users to migrate data from an external system into SalesforceIQ. Here is an overview of those options and some considerations for using them.

  • Importing data to a List—SalesforceIQ offers an easy tool that allows admin users to import existing customer data into a List in SalesforceIQ. The tool walks you through formatting your file correctly to import Contacts, Accounts, and List-specific items such as opportunities or leads. An admin user can import data either to a new List the admin creates in SalesforceIQ or to any existing List in the Organization.
    Note: The import tool includes a downloadable sample CSV template to help you format your data correctly.
  • Migrating your data from Sales Cloud to SalesforceIQ—Depending on your Sales Cloud edition, you can use prebuilt or custom-built reports to migrate your data into SalesforceIQ.
  • Importing Contacts—Any user can import Contacts from an external system to their SalesforceIQ Contact Gallery.
  • Capturing communication activity that is in the other system before you create your SalesforceIQ Account—If your email and calendar events are hosted in Google Apps, our system syncs existing emails and calendar events up to six months old. If you're hosted on Exchange, we sync emails up to two years old. Learn more about our Sharing model and how to share communication.

Format data for import

Here are some best practices to consider when formatting your data for import to a new List or an existing List in SalesforceIQ.

Note: The import tool includes a downloadable sample CSV template to help you format your data correctly.

Data Required for Import

When preparing your data for import, keep in mind that certain fields are required, as follows:

  • For an Account-based List, you must have at least one data field that you can import as the Account Name field.
  • For a Contact-based List, you must have at least one data field that you can import as the Contact Name field.
  • Be sure to include an email address for any Contacts you import.

File Size and Format

Currently, you can import CSV files containing up to 50,000 rows.

Data you want to import must be in CSV format. Sometimes, when downloading to CSV you may run into some issues. For example, if any cells in your data file start with the = symbol, you may get a #NAME? in those cells. To fix this, remove the = symbol from the cells displaying this error.

Also note the following:

  • Make sure your CSV files contains no empty column headers.
  • Make sure the first row in your CSV contains your field names.

Multiple Contacts in an Account List

You can import multiple Contacts per Account List object (lead, opportunity, etc., shown here as Lead in the first column), but you must format them in a specific way. The name of the company must be duplicated for each List object, and the objects must appear one after the other, as shown here:


In this example, certain columns (Primary Contact, Primary Contact Email, Phone) contain Contact-specific data, while others (Lead, Company Location) contain Account-specific data. The import tool uses the first row of the CSV file to create the company Account.

The import tool accepts the following Contact-specific data only:

  • Name
  • Email
  • Phone(s)
  • Title
  • Company
  • Twitter
  • Address

Skype or Facebook accounts associated with individual Contacts aren't imported. If you can't lose that data, we recommend that you create a Contact list.

If your spreadsheet contains multiple contacts, but they are listed in columns as primary contact, secondary contact, etc., as shown here:


then you must move each contact to its own row. In this example, you must move Darius below Richard to a separate row. If your spreadsheet contains a large number of Contacts in this format, you can reformat them quickly by doing the following:

  1. Copy and paste the first column next to the column for the secondary Contact.
  2. Copy and paste all of the secondary Contact information, including the new first column, below the primary Contact row. Make sure to move the pasted data back to initial column.
  3. Select all cells, and then click Data > Filter.
  4. Sort by the name of the List object. This leaves the primary Contact on top and the secondary, tertiary, etc. Contacts below.

Multiple Phone Numbers or Emails Per Contact

If you have multiple phone numbers or emails for a Contact, they must be in the same row as the Contact—either in a different column or in the same column, but comma-separated. The following images show acceptable formats:



Date Formatting

The dates in your data may be in a format other than 12/24/2010. To change this:

  1. Select all cells.
  2. Right-click and select Format Cells.
  3. On the Number tab, click Date.
  4. Under Locale, make sure English (U.S.) is selected, and then select the date format as shown above.

Sometimes the date format includes the time as well: 12/24/2010 13:45:26. You can import this format into SalesforceIQ; however, only the date appears, without the time. If you want the time to appear in SalesforceIQ also, you must insert a space between the date and the time to create separate columns. You can then format each column by right-clicking it and selecting Format Cells.

If the date cells contain other information such as words, symbols, etc., this information doesn't appear in SalesforceIQ.

Phone Numbers in Scientific Notation

Phone numbers sometimes show up in scientific notation. If you want every digit displayed, do the following:

  1. Select all cells.
  2. Right-click and select Format Cells.
  3. On the Number tab, click Custom.
  4. Under Type, select 000.

This changes the number format to show every digit.

Multiple List Items

If you want to populate a field with multiple options, enter each option separated by a comma in a cell under the field name column. In this example, Office Location is the field name and APAC, EMEA, and US are the options.


During the import process, if you import the field as a multi select field, each option appears as a list option.

Deals and Accounts

If you would like to set the List object as a deal name and the Account as something different, simply set them up as two separate columns. During the import process, on the Import Account Properties screen, drag the Account column here:

Then, on the Import Fields to a New/Existing List screen, drag the Deal column into the object name field as shown here:

Address for Contact or Account Properties

If you would like to associate an address with a Contact or company, you must ensure that the entire address is in a single cell. Excel offers two formulas for combining cells. Using the following address as an example:


To combine it all, you can enter the following formula in cell G2:

=B2&" "&C2&" "&D2&" "&E2&" "&F2

or

=CONCATENATE(B2," “,C2," “,D2," “,E2," “,F2).

Note: If the address contains extra spaces before, in the middle, or after, you can use the following formula:

=TRIM(G2).

Contacts and Accounts in Separate Lists

If you have Contacts and Accounts in a separate List, you have to use a vlookup to add the contents to the same List. If you have an Account ID in both Lists, use that as the identifier. If not, you need to use the name of the List object.

The vlookup formula is as follows:

=VLOOKUP([{cell name}{contact ID or name you want to look up}], [range of data you're looking up, with the first column being the column containing the contact ID or name you're looking up and the last column being the data you're looking up],[number of columns until the column with data you're looking up],[the word “false"])

An example might look like this:

=VLOOKUP(B2,E$2:F$999,2,false)

If you're having any difficulties, many helpful videos are available on YouTube.

In any case, the strategy is to get the List objects that correspond to the contacts on the contacts spreadsheet (on the same row as each corresponding contact). Then you copy all the pertinent contact data with the List object data back into the Account sheet (below all the other data). Take care to move the List object data to the same column as the other List object data and then filter by List object to move the Contacts right under the row of data that corresponds to the right List object.

Special Characters

SalesforceIQ supports importing special characters that contain accents, such as é, ü, or ñ. The steps for importing special characters depend on whether you are exporting from Excel or Numbers.

Excel

The Excel CSV file type doesn’t support special characters. Follow these steps to import special characters from Excel.

  1. Make sure your Excel file is formatted correctly, and save it as a .txt file.
  2. Open the text file in TextEdit (Mac) or Notepad (Windows).
  3. The file is tab-delimited. You need to change it to comma-separated. To do this:
    • Do a find and replace for all the tabs in the document.
    • Select a space between and two values and copy it (Ctrl+C).
    • Open the find and replace window.
    • Paste the tab in the Find field. Enter a comma in the Replace field.
    • Click Replace All. Your text file should now look like a string of comma-separated values.
  4. From the File menu, select Save As.
  5. For the plain text encoding, select Unicode (UTF-8).
  6. Open the folder where you saved the file and manually change the extension from .txt to .csv.
  7. Import the newly created CSV file.

Numbers

  1. Open your spreadsheet in Numbers.
  2. Remove any extra columns or rows. There should be no empty columns or rows visible beyond your data, as shown here.
  3. Go to File > Export to > CSV.
  4. Click Advanced Options and select Unicode (UTF - 8) from the Text Encoding drop-down menu.
  5. Save your CSV file as usual and import.

Before Merging Lists

The new import tool does not check for duplicate List objects in a List merge. If you don't want to import a duplicate List object , you must do a vlookup to see which (if any) objects already exist in the original List.

Mixed Data in Columns

If you have a column that has mixed data and you are trying to find a way to separate them, a useful function combo is IF + ISNUMBER.

For example: If you have a column with emails and names (column A), you can paste the following formula in column B:

=IF(ISNUMBER(FIND("@",A2)),"true","false")

This gives you a “true" response if it finds the “@" symbol (which any email has), and a “false" response if it doesn't. You can then apply filters and sort by column B so that you have all the cells containing emails in consecutive order.

How to import your data: Accounts and Contacts

Note: The procedure below applies if you are importing data to a new Account-based List. You can also import data in the following ways. Be sure to follow the correct procedure for the import path you want.

If you are an admin for your Organization, you can use the SalesforceIQ import tool to import data from an external system to a new List you create in SalesforceIQ. Our tool walks you through formatting your file correctly to import Contacts, Accounts, and List-specific items such as opportunities or leads.

Before You Begin

Note the following:

  • Imports are only accessible in a Chrome browser.
  • The new List name cannot be Owner or Owners.
  • To help ensure a smooth data import, format your data following the guidelines in Formatting data for import into SalesforceIQ.
  • Be sure to include an email address for any Contacts you import. This ensures that communication activity for that Contact appears in the Stream.
  • As part of the import process, you can map your existing data fields to Contact properties and Account properties in SalesforceIQ. Learn more about Contact properties here. Learn more about Account properties for all users here, and about Account property information specific to admin users here.

    Note: We recommend that you import Account properties only if they truly represent Account-level data. You can always build out Account properties after the import.

Video: Import Data (~21 min)

Learn:
How to format and import data to create a new list in SalesforceIQ (3:07)
How to successfully import your spreadsheet, step by step, to create a new list in SalesforceIQ (5:31)
How to complete your list setup by customizing your Statuses and Fields (15:19)

Import Data to a New List Associated with Accounts

  1. Export your data to a CSV file.
  2. In SalesforceIQ, click at the top of the screen, and then select Settings.
  3. On the screen that appears, click Lists, and then click Import List in the upper-right corner.
  4. Do the following to import your CSV file:
    • Drag the file into the Select a CSV file to Upload field, or click Choose File and browse to the file on your computer.
    • Enter the plural and singular forms of the items you want to track on the new List (leads, opportunities, etc.). The plural form becomes the new List name.
    • Select Accounts as the List type and click Next.

      Note: The CSV import screen contains information on the correct format for your CSV file. To see a template of the recommended CSV file format, click View an Example CSV.
  5. A series of informational screens appears explaining the three steps of the import process: Importing Account properties, importing Contact properties, and importing List fields. Please review the information before clicking Next.
  6. On the Import Account Properties screen, as well the import screens that follow, the field headers from your CSV file appear as a list on the left. Drag a header into a blank field on the right to enter that value in the field. The right section of each import screen shows a preview of how your entries will appear in SalesforceIQ. When you are finished entering values, click Next. Note: For an Accounts List, importing Account properties is required. At a minimum, you must enter a name for the Account by dragging an item into the Name field.
  7. On the Import Contact Properties screen, drag a header on the left into a blank field on the right to enter that value in the field. When you are finished entering values, click Next. For an Account list, this step is optional and you can Skip it.Note: If you choose to import Contact properties, you must populate the Name field to change the Skip button to Next.
  8. On the Import Fields to a New List screen, drag a header on the left into a blank field on the right to enter that value in the field. Each field you import becomes a field in your List. When you are finished entering values, click Next. Note: Importing fields to a new List is required. At a minimum, you must import a value such as an individual, company, or deal name to the first field displayed on the right—the field that indicates what type of object (lead, opportunity, etc.) you are tracking on this List.
  9. If your CSV file contains any duplicate entries, a screen appears asking whether you want to merge them. If you don't merge the entries, the import process creates a new List object for each entry in the CSV file. If you choose to merge the entries, the import process first merges them into a single entry in the CSV file, and then creates a single List object from the merged entry. Merging the entries impacts the CSV file only—it doesn't merge the entries with any existing object on the List.Note: If you are importing to an Account that already exists in your Account gallery, the Account property data in this import will overwrite existing Account properties. For example, say you have the Avocado, Inc. Account in your Account gallery. The Industry Account property is Tech. Now assume your data to be imported also contains an Avocado, Inc. Account, but this time the Industry Account property is Storage. After the import, the Avocado, Inc. Account will have the Industry Account property set as Storage.
  10. Review your information on the Review and Complete Your Import screen. If you want to change any entries, click to the right of the appropriate section.
  11. When you are happy with your import settings, click Complete Import.

Import data: Existing Account List

Note: The procedure below applies if you are importing data to an existing Account-based List. You can also import data in the following ways. Be sure to follow the correct procedure for the import path you want.

If you are an admin for an Organization, you can use the SalesforceIQ import tool to import data from an external system to an existing List. Our tool walks you through formatting your file correctly to import Contacts, Accounts, and List-specific items such as opportunities or leads.

Before You Begin

Note the following:

  • Imports are only accessible in a Chrome browser.
  • If a List reaches 50,000 objects, you can no longer import data into the List. You can, however, continue to add items to the List manually.
  • To help ensure a smooth data import, format your data following the guidelines in Formatting data for import into SalesforceIQ.
  • Any fields you want to import into an existing List must already exist in the List. Learn how to add fields to a List.
  • Be sure to include an email address for any Contacts you import. This ensures that communication activity for that Contact appears in the Stream.
  • As part of the import process, you can map your existing data fields to Contact properties and Account properties in SalesforceIQ. Learn more about Contact properties here. Learn more about Account properties for all users here, and about Account property information specific to admin users here.

    Note: We recommend that you import Account properties only if they truly represent Account-level data. You can always build out Account properties after the import.

Import Data to an Existing List Associated with Accounts

  1. Export your data to a CSV file.
  2. In SalesforceIQ, open the Accounts List into which you want to import the data.
  3. Click the List name at the top of the screen, and then select Import.
  4. To import your CSV file, drag the file into the Select a CSV file to Upload field, or click Choose File and browse to the file on your computer, and then click Next.

    Note: The CSV import screen contains information on the correct format for your CSV file. To see a template of the recommended CSV file format, click View an Example CSV.
  5. A series of informational screens appears explaining the three steps of the import process: Importing Account properties, importing Contact properties, and importing List fields. Please review the information before clicking Next.
  6. On the Import Account Properties screen, as well the import screens that follow, the field headers from your CSV file appear as a list on the left. Drag a header into a blank field on the right to enter that value in the field. The right section of each import screen shows a preview of how your entries will appear in SalesforceIQ. When you are finished entering values, click Next. Note: For an Accounts List, importing Account properties is required. At a minimum, you must enter a name for the Account by dragging an item into the Name field.
  7. On the Import Contact Properties screen, drag a header on the left into a blank field on the right to enter that value in the field. When you are finished entering values, click Next. For an Account list, this step is optional and you can Skip it. Note: If you choose to import Contact properties, you must populate the Name field to change the Skip button to Next.
  8. On the Import Fields to an Existing List screen, drag a header on the left into a blank field on the right to enter that value in the field. Each field you import becomes a field in your List. When you are finished entering values, click Next. Note the following:
    • Importing fields to a List is required. At a minimum, you must import a value such as an individual, company, or deal name to the first field displayed on the right—the field that indicates what type of object (lead, opportunity, etc.) you are tracking on this List.

      Note: If you import a List object that already exists in the List, SalesforceIQ creates a second List entry with the same List object name to avoid overwriting any data.
    • The fields available for import are the ones from your existing List.
  9. If your CSV file contains any duplicate entries, a screen appears asking whether you want to merge them. If you don't merge the entries, the import process creates a new List object for each entry in the CSV file. If you choose to merge the entries, the import process first merges them into a single entry in the CSV file, and then creates a single List object from the merged entry. Merging the entries impacts the CSV file only—it doesn't merge the entries with any existing object on the List. Note: If you are importing to an Account that already exists in your Account gallery, the Account property data in this import will overwrite existing Account properties. For example, say you have the Avocado, Inc. Account in your Account gallery. The Industry Account property is Tech. Now assume your data to be imported also contains an Avocado, Inc. Account, but this time the Industry Account property is Storage. After the import, the Avocado, Inc. Account will have the Industry Account property set as Storage.
  10. Review your information on the Review and Complete Your Import screen. If you want to change any entries, click to the right of the appropriate section.
  11. When you are happy with your import settings, click Complete Import.

Import data: New Contact List

Note: The procedure below applies if you are importing data to a new Contact-based List. You can also import data in the following ways. Be sure to follow the correct procedure for the import path you want.

If you are an admin for your Organization, you can use the SalesforceIQ import tool to import data from an external system to a new List you create in SalesforceIQ. Our tool walks you through formatting your file correctly to import Contacts, Accounts, and List-specific items such as opportunities or leads.

Before You Begin

Note the following:

  • Imports are only accessible in a Chrome browser.
  • The new List name cannot be Owner or Owners.
  • To help ensure a smooth data import, format your data following the guidelines in Formatting data for import into SalesforceIQ.
  • Be sure to include an email address for any Contacts you import. This ensures that communication activity for that Contact appears in the Stream.
  • As part of the import process, you can map your existing data fields to Contact properties and Account properties in SalesforceIQ. Learn more about Contact properties here. Learn more about Account properties for all users here, and about Account property information specific to admin users here.

    Note: We recommend that you import Account properties only if they truly represent Account-level data. You can always build out Account properties after the import.

Import Data to a New List Associated with Contacts

  1. Export your data to a CSV file.
  2. In SalesforceIQ, click at the top of the screen, and then select Settings.
  3. On the screen that appears, click Lists, and then click Import List in the upper-right corner.
  4. Do the following to import your CSV file:
    • Drag the file into the Select a CSV file to Upload field, or click Choose File and browse to the file on your computer.
    • Enter the plural and singular forms of the type of Contact you want to track on the new List. The plural form becomes the new List name.
    • Select Contacts as the List type and click Next.

      Note: The CSV import screen contains information on the correct format for your CSV file. To see a template of the recommended CSV file format, click View an Example CSV.
  5. A series of informational screens appears explaining the three steps of the import process: Importing Contact properties, importing Account properties, and importing List fields. Please review the information before clicking Next.
  6. On the Import Contact Properties screen, as well the import screens that follow, the field headers from your CSV file appear as a list on the left. Drag a header into a blank field on the right to enter that value in the field. The right section of each import screen shows a preview of how your entries will appear in SalesforceIQ. When you are finished entering values, click Next.Note: For a Contacts List, importing Contact properties is required. At a minimum, you must populate the Name field.
  7. On the Import Account Properties screen, drag a header on the left into a blank field on the right to enter that value in the field. When you are finished entering values, click Next.Note: For a Contacts List, importing Account properties is optional. If you choose to import Account properties, you must populate the Name field to change the Skip button to Next.
  8. On the Import Fields to a New List screen, drag a header on the left into a blank field on the right to enter that value in the field. Each field you import becomes a field in your List. When you are finished entering values, click Next. Note: The contact you entered on the Import Contact Properties screen is automatically entered as the List object name.
  9. If your CSV file contains any duplicate entries, a screen appears asking whether you want to merge them. If you don't merge the entries, the import process creates a new List object for each entry in the CSV file. If you choose to merge the entries, the import process first merges them into a single entry in the CSV file, and then creates a single List object from the merged entry. Merging the entries impacts the CSV file only—it doesn't merge the entries with any existing object on the List. Note: If you are importing to an Account that already exists in your Account gallery, the Account property data in this import will overwrite existing Account properties. For example, say you have the Avocado, Inc. Account in your Account gallery. The Industry Account property is Tech. Now assume your data to be imported also contains an Avocado, Inc. Account, but this time the Industry Account property is Storage. After the import, the Avocado, Inc. Account will have the Industry Account property set as Storage.
  10. Review your information on the Review and Complete Your Import screen. If you want to change any entries, click to the right of the appropriate section.
  11. When you are happy with your import settings, click Complete Import.

Import data: Existing Contact List

Note: The procedure below applies if you are importing data to an existing Contact-based List. You can also import data in the following ways. Be sure to follow the correct procedure for the import path you want.

If you are an admin for an Organization, you can use the SalesforceIQ import tool to import data from an external system to an existing List. Our tool walks you through formatting your file correctly to import Contacts, Accounts, and List-specific items such as opportunities or leads.

Before You Begin

Note the following:

  • Imports are only accessible in a Chrome browser.
  • If a List reaches 50,000 objects, you can no longer import data into the List. You can, however, continue to add items to the List manually.
  • To help ensure a smooth data import, format your data following the guidelines in Formatting data for import into SalesforceIQ.
  • Any fields you want to import into an existing List must already exist in the List. Learn how to add fields to a List.
  • Be sure to include an email address for any Contacts you import. This ensures that communication activity for that Contact appears in the Stream.
  • As part of the import process, you can map your existing data fields to Contact properties and Account properties in SalesforceIQ. Learn more about Contact properties here. Learn more about Account properties for all users here, and about Account property information specific to admin users here.

    Note: We recommend that you import Account properties only if they truly represent Account-level data. You can always build out Account properties after the import.

Import Data to an Existing List Associated with Contacts

  1. Export your data to a CSV file.
  2. In SalesforceIQ, open the List into which you want to import the data.
  3. Click the List name at the top of the screen, and then select Import.
  4. To import your CSV file, drag the file into the Select a CSV file to Upload field, or click Choose File and browse to the file on your computer, and then click Next.

    Note: The CSV import screen contains information on the correct format for your CSV file. To see a template of the recommended CSV file format, click View an Example CSV.
  5. A series of informational screens appears explaining the three steps of the import process: Importing Account properties, importing Contact properties, and importing List fields. Please review the information before clicking Next.
  6. On Import Contact Properties screen, as well the import screens that follow, the field headers from your CSV file appear as a list on the left. Drag a header into a blank field on the right to enter that value in the field. The right section of each import screen shows a preview of how your entries will appear in SalesforceIQ. When you are finished entering values, click Next. Note: For a Contacts List, importing Contact properties is required. At a minimum, you must enter a name dragging an item into the Name field.
  7. On the Import Account Properties screen, drag a header on the left into a blank field on the right to enter that value in the field. When you are finished entering values, click Next. Note: For a Contacts List, importing Account properties is optional. If you choose to import Account properties, you must populate the Name field to change the Skip button to Next.
  8. On the Import Fields to an Existing List screen, drag a header on the left into a blank field on the right to enter that value in the field. Each field you import becomes a field in your List. When you are finished entering values, click Next. Note the following:
    • Importing fields to a List is required. At a minimum, you must import a value such as an individual, company, or deal name to the first field displayed on the right—the field that indicates what type of object (lead, opportunity, etc.) you are tracking on this List.

      Note: If you import a List object that already exists in the List, SalesforceIQ creates a second List entry with the same object name to avoid overwriting any data.
    • The fields available for import are the ones from your existing List.
  9. If your CSV file contains any duplicate entries, a screen appears asking whether you want to merge them. If you don't merge the entries, the import process creates a new List object for each entry in the CSV file. If you choose to merge the entries, the import process first merges them into a single entry in the CSV file, and then creates a single List object from the merged entry. Merging the entries impacts the CSV file only—it doesn't merge the entries with any existing object on the List. Note: If you are importing to an Account that already exists in your Account gallery, the Account property data in this import will overwrite existing Account properties. For example, say you have the Avocado, Inc. Account in your Account gallery. The Industry Account property is Tech. Now assume your data to be imported also contains an Avocado, Inc. Account, but this time the Industry Account property is Storage. After the import, the Avocado, Inc. Account will have the Industry Account property set as Storage.
  10. Review your information on the Review and Complete Your Import screen. If you want to change any entries, click to the right of the appropriate section.
  11. When you are happy with your import settings, click Complete Import.

Migrate Sales Cloud data

This article shows you how to migrate your data from Sales Cloud to SalesforceIQ. The migration steps vary based on your Sales Cloud edition, as described below.

Migrate Your Data: GE Edition of Sales Cloud

  1. Depending on how your Sales Cloud data is formatted, you can use one of the following prebuilt reports to export your Sales Cloud data:
    • If you map your Contacts to Opportunities, use the Opportunities with Contact Roles report under the Opportunities folder.
    • If you map your Contacts to Accounts, use the Contacts and Accounts report under the Accounts folder.
  2. After you identify the report that is best for you, export your data to a CSV.
  3. Then follow these instructions to import your newly exported Sales Cloud data into a new List in SalesforceIQ.

Note: These are the only steps required for GE edition customers. The rest of this article applies to PE/EE edition customers only.

Migrate Your Data: PE or EE Edition of Sales Cloud

We have built an App on the App Exchange that is available for PE and EE Sales Cloud customers. This app downloads the following two custom-built reports to format your data properly for an import into SalesforceIQ:

  • SalesforceIQ: All Leads and Contacts report—Surfaces all leads and the associated Contacts.
  • SalesforceIQ: Opportunities and Contacts report—Surfaces all opportunities, Accounts, and the associated Contacts.

The rest of this article shows PE/EE Edition customers how to use the app to run the reports and import data.

Download the App

  1. Open the App Exchange and search for Sales Cloud to SalesforceIQ.
  2. Select Get it Now to download the app into your Salesforce instance. This gives every user in your Sales Cloud account access to the reports.

Access and Customize Your Reports From the App

  1. Log in to Sales Cloud and select the Reports tab. This might be in your top navigation, or you might need to select the + button to find it.
  2. Search for IQ in the search bar to locate the reports you just downloaded via the app.
  3. If you use the primary object Leads to track leads, start by opening the first report. If you have been using Opportunities and Accounts only, you only need to use the second report. Click into either report.
  4. The screen that appears show the default fields the report will bring in.
    • If these are sufficient, click Run Report and skip to step 6.
    • To add other fields to the report, click Customize.
  5. If you chose to add other fields, double-click the options you want under Fields on the left side of the screen. Fields you add appear on the right under Preview.

    Note: To quickly add a specific fields, enter the field name in the Quick Find search box under Fields.
  6. Click Run Report to pull your Sales Cloud data into the report you have built.
  7. To download the CSV file to your computer, do the following:
    • Click Export Details.
    • Change the Export File Format to CSV.
    • Click Export.

Import to SalesforceIQ

Follow these instructions to import your newly exported Sales Cloud data into a new list in SalesforceIQ.