Follow the instructions to create an import file.  Click Start the Import Wizard to continue.

1. Click Browse to load your file.
2. Select the character encoding of your file. Most users will not need to change the default character encoding setting.
3. Choose whether to match your organization’s contacts by Salesforce ID, name, or email. Similarly, choose whether to match your organization’s accounts by Salesforce ID or by name and site. Note that matching by Salesforce ID is inclusive of both contacts and accounts.
   • These Matching Type fields set the criteria for avoiding duplicates. For example, if you are matching by email and a record in your source file has the same email as a record in Salesforce, then that record will be updated in Salesforce. If you are not matching by email and there is a record in Salesforce with the same email, then a new record will be created. Note that contacts are matched only within the same account.  If contacts related to different accounts have the same name or email, they treated as separate contacts.
4. Organizations that use the Translation Workbench can specify the language of the import data.
5. Select the checkbox to trigger workflow rules for new and updated records that match workflow rule criteria.
6. Click Next to continue.

1. On four different mapping pages, the wizard associates the Salesforce field names with the field names from your import file. You must check the default mappings and alter any incorrect mappings.
2. Remember to map the Record Owner field with your Record Owner field so that record ownership is assigned correctly. When importing records by Salesforce record ID, the Record Owner field in your import file is ignored. All records retain their existing owners; record owners cannot be updated using the import wizard.
3. On the Map Account Fields page, check the Overwrite existing account values box if you want to overwrite existing account fields with your import data. Note that you cannot use this checkbox to update existing field data with blank values.
4. When all fields are assigned correctly, click Next.

1. The wizard reports the fields that do not map. In AdvologixPM, you can choose whether the unmapped fields should be imported into an account or contact Note or should not be imported at all. The fields are imported into a single account Note or a single contact Note; separate note fields are not created for each import field.
2. When all fields are assigned correctly, click Next.

1. If there are warnings on this page, stop the import process and correct your import file.
2. Select Import Now! to send your import request. Your data is imported within the next 24 hours, and we notify you via email when the import is complete. Once the system begins processing, you cannot cancel the import.