How do I Export Contacts to Salesforce from SalesIntel Database

Once you’ve logged into SalesIntel and selected the contacts you wish to export, follow the given steps: 

1. Click on Bulk Options on the top left, select ‘Export to Salesforce’ from the drop-down menu.

          

 

2. You’ll be asked to log in to your Salesforce account (If not already logged in).

 

 

 

3. You’ll then be prompted to allow access to your Salesforce account.

 

 

4. Once you grant access, you’ll be required to choose your Salesforce settings. The following options will be available:

i) General:

a) Export Default type: Now you can choose default export type among from Contact & Lead, or you can also opt for prompt so that whenever we will export contact/contacts it will give us a prompt to choose from.

 

 

b) Duplicate resolution: Now within Duplicate resolution you can choose among from Always Skip, Always Update, Always Append (Blank fields only) & Prompt so that whenever we will export contact/contacts in case of duplicate it will give us a prompt to choose from.

 

 

c) Prompt for Lead/contact Owners: When you opt ‘Prompt for Lead Owners’ or 'Prompt for Contact Owners', you’ll get a list of lead owners/contact owners to choose from. Select a lead owner/contact owner for your contacts and click ‘Next’.This is optional.

 

                                                                (Prompt for Lead Owner)

 

        (Prompt for Contact Owner)

 

d) Prompt for Campaign: When you opt ‘Prompt for Campaigns’, you’ll get a list of active campaigns to choose from. You can select multiple campaigns from the list. Once selected, click ‘Next’. This is optional.

 

 

Whatever action you choose while exporting contacts such as exporting country/state as an abbreviation, Fax, Employee count & Revenue will be applicable to all the contacts you are exporting.

5. If SalesIntel discovers any duplicate email addresses, you’ll get a duplicates pop-up.

    You can resolve duplicates by:

1. Updating all fields.
2. Updating empty fields only.
3. Skip duplicates.

 

 

6. Based on the options you selected, the export process will begin.

7. Once exported, a success message will pop up and you’re done.  The contacts will be exported as Leads/contacts.

 

ii) Lead Mapping

a) Click on the Salesforce settings tab from the drop-down menu on the top right.

 

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b)  Click on Lead Mapping.

 

c) On the next screen, you can map fields as per your exporting requirements.

d) While exporting contact/contacts you are required to checkmark the ALLOW OVERWRITE field else exporting contact’s Salesforce field will remain intact.

 

(Note: We cannot Overwrite First & Last name, Company & Email fields.)

e) After mapping the fields click on save and proceed further.

IMP Note:

1) While exporting a contact/contacts, if it is already a lead in Salesforce, we cannot convert it to a contact because Salesforce doesn't support that functionality in their Rest API. As a possible workaround with that, we need to manually convert the lead into contact from Salesforce.

(eg: Here the following contact already exists as a lead in Salesforce, as we tried to export it as a contact we will be going to receive the following window.)

 

 

 

2) Same as while exporting a lead, if it is already a contact in Salesforce, we cannot convert it to a lead because Salesforce doesn't support that functionality in their Rest API. 

(eg: Here also the following contact already exists as a contact in Salesforce, as we tried to export it as a lead we will be going to receive the following window.)

 

 

 iii) Contact Mapping

1) Click on the Salesforce settings tab from the drop-down menu on the top right.

 

 

2) Click on Contact Mapping.

 

 

3) On the next screen, you can map fields as per your exporting requirements.

4) While exporting contact/contacts you are required to checkmark the ALLOW OVERWRITE field else exporting contact’s Salesforce field will remain intact.

 

(Note: We cannot Overwrite First & Last name, account & Email fields.)

5) After mapping the fields click on save and proceed further.

iv) Account Mapping

1) Click on the Salesforce settings tab from the drop-down menu on the top right.

 

 

2) Click on Account mapping.

 

3) On the next screen, you can map fields as per your exporting requirements.

4) While exporting contact/contacts you are required to checkmark the ALLOW OVERWRITE field else exporting contact’s Salesforce field will remain intact.

 

 

(Note: We cannot Overwrite Name & website fields.)

5) After mapping the fields click on save and proceed further.