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Data Import

Import CSV data into Salesforce with built-in duplicate detection.

Import with Confidence

True Record's data import feature lets you upload CSV files and automatically checks for duplicates before creating records in Salesforce. This prevents new duplicates from entering your CRM.

CSV file upload with drag-and-drop
Intelligent field mapping
Pre-import duplicate detection
Detailed error reporting
Support for Lead, Contact, and Account objects

CSV File Requirements

Format

Standard CSV format with comma separators

Encoding

UTF-8 encoding recommended for international characters

Headers

First row must contain column headers

Size Limit

Maximum 10MB or 100,000 rows per import

Example CSV

FirstName,LastName,Email,Company,Phone
John,Doe,john@example.com,Acme Corp,555-0100
Jane,Smith,jane@example.com,Tech Inc,555-0200

Field Mapping

Map your CSV columns to Salesforce fields.

  1. 1Upload your CSV file
  2. 2True Record auto-detects column mappings based on header names
  3. 3Review and adjust mappings as needed
  4. 4Mark required fields (varies by object type)
  5. 5Set default values for unmapped fields if desired

Tips

  • Use Salesforce API field names in your CSV headers for automatic mapping
  • Custom fields should use their API name (e.g., Custom_Field__c)
  • Unmapped columns are ignored during import

Pre-Import Duplicate Detection

Before records are created, True Record checks each row against existing Salesforce records using your matching rules.

Scan

Each CSV row is compared against existing records

Flag

Potential duplicates are flagged with match details

Review

You can review flagged rows before import

Decide

Choose to skip, merge, or create each flagged record

Duplicate Handling Options

1
Skip Duplicates

Don't create records that match existing ones

2
Create Anyway

Create all records regardless of duplicates (not recommended)

3
Review Each

Manually decide for each potential duplicate

Running the Import

  1. 1Review the import summary showing total rows and mapped fields
  2. 2Choose your duplicate handling preference
  3. 3Click 'Start Import'
  4. 4Monitor progress in real-time
  5. 5Review results when complete

Import Results

Records created successfullyRecords skipped (duplicates)Records failed (validation errors)Processing time

Error Handling

When records fail to import, True Record provides detailed error information.

ErrorSolution
Required field missingMap all required fields or provide default values
Invalid email formatEnsure email fields contain valid email addresses
Duplicate valueSalesforce unique field constraint violated—choose to skip or update existing record
Picklist value not foundUse valid picklist values defined in Salesforce

Failed rows can be exported to a new CSV for correction and re-import.

Frequently Asked Questions

Can I update existing records instead of creating new ones?

Yes. When a duplicate is found, you can choose to update the existing record with data from your CSV instead of creating a new record.

How long do imports take?

Import speed depends on file size and duplicate checking. Typical imports process 1,000-5,000 records per minute.

Can I import to custom objects?

Currently, imports support standard objects (Lead, Contact, Account). Custom object support is planned for a future release.

What happens if my import is interrupted?

Records created before the interruption remain in Salesforce. You can re-run the import—duplicates will be detected and handled according to your settings.

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