Data Import AI

Import CSV or Google Sheets to any Salesforce object. Detect duplicates within your file, validate fields against your schema, and preview matches before importing to prevent data pollution.

ProfessionalBusinessEnterpriseAdd-On: $99/month

How It Works

Upload your data, detect duplicates, validate fields, match against Salesforce, and import with confidence

1. Upload Data

Upload CSV or connect your Google Sheets. Select any Salesforce object - standard or custom.

2. In-File Duplicates

Automatically detect duplicate rows within your file before import. Review groups and choose which rows to keep.

3. Field Validation

Validate data types, required fields, picklist values, and field lengths. Fix errors inline before import.

4. Smart Matching

Each row is compared against existing Salesforce records using fuzzy matching, email normalization, and phone matching.

5. Review Matches

See all potential duplicates with confidence scores. Review side-by-side comparisons before deciding to skip, merge, or create.

6. Import Safely

Execute your import with confidence. Skip duplicates, merge updates, or create new records - all in one batch operation.

Key Features

  • Upload CSV or connect Google Sheets directly
  • Support for any Salesforce object - standard and custom
  • In-file duplicate detection before Salesforce matching
  • Field validation with required fields, data types, and picklist values
  • Inline error fixing with suggested corrections
  • Intelligent fuzzy matching against existing Salesforce records
  • Smart field mapping with auto-detection
  • Side-by-side duplicate comparison with confidence scores
  • Bulk actions for faster processing (skip all, merge all, create all)
  • Real-time progress tracking for large imports
  • Import history and audit trail

Pricing & Usage

PlanBase PriceIncluded RecordsOverage Cost
Monthly$99/month10,000 records/month$0.02/record
Annual$79.20/month (billed $950.40/year)10,000 records/month$0.02/record

Available as an add-on for Professional, Business, and Enterprise plans. Annual billing saves 20%. Contact us for custom pricing.

Usage Modes

Off

Feature disabled. No charges incurred.

Cap (Recommended)

Import up to your included limit (10,000 records), then stop. No surprise charges.

Overage

Import beyond included limit at $0.02/record. Unlimited usage for large imports.

Frequently Asked Questions

What file formats are supported?

CSV (.csv) and Google Sheets. Files up to 10MB are supported.

How does the matching work?

We use the same matching engine as our duplicate detection feature, with fuzzy matching, email normalization, phone matching, and configurable confidence thresholds.

What objects can I import to?

Any Salesforce object - both standard (Leads, Contacts, Accounts, Opportunities, etc.) and custom objects. Simply select your target object when starting an import.

How does in-file duplicate detection work?

Before matching against Salesforce, we scan your uploaded file to identify duplicate rows within it. You can review each duplicate group and choose which row to keep, or bulk-resolve using "Keep First" or "Keep Last" strategies.

What does field validation check?

We validate required fields, data types (dates, numbers, emails, phones), picklist values against your Salesforce configuration, and field length limits. Errors can be fixed inline before proceeding.

What happens if I exceed my limit?

In Cap mode (recommended), imports will stop at 10,000 records. In Overage mode, you'll be charged $0.02 per additional record imported.

Enhancement Add-ons

Supercharge your import workflow with these optional add-ons

Import Templates Pro

$29/mo

Save and reuse field mappings for recurring imports

  • Save field mappings as reusable templates
  • One-click import for recurring data sources
  • Share templates across your team
  • Template versioning and history

Smart Transform

$39/mo

Clean and transform data during import with AI-suggested transforms

  • AI-suggested data transformations
  • Standardize phone numbers, addresses, names
  • Split/merge columns automatically
  • Custom transformation rules

Includes 5,000 records/mo, then $0.01/record

Import Scheduler

$49/mo

Automate recurring imports from Google Sheets on a schedule

  • Schedule recurring imports from Google Sheets
  • Daily, weekly, or custom schedules
  • Automatic duplicate handling
  • Email notifications on completion

Includes 100 scheduled runs/mo, then $0.5/run

SAVE 31%

Data Import Bundle

$149/mo

Complete import toolkit: AI mapping, templates, transforms, and scheduling. Save 31%.

Includes all 4 import add-ons:

Data Import AI
Import Templates
Smart Transform
Import Scheduler

$216/mo $149/mo - Save $67/month

Import Add-ons Comparison

Add-onPriceIncluded UsageOverage Rate
Data Import AI$99/mo10,000 records$0.02/record
Import Templates Pro$29/moUnlimited templatesN/A
Smart Transform$39/mo5,000 records$0.01/record
Import Scheduler$49/mo100 runs$0.5/run
Data Import Bundle$149/moAll of the abovePer add-on rates

All add-ons available for Professional, Business, and Enterprise plans. Annual billing saves 20%.