Upload

The Upload screen is used to either upload a CSV or Excel file manually, or to choose where the External Data should be pulled from.

Importing Data

On this page you can upload a CSV or Excel file, depending on the source selected on the previous screen. You will also select the Target Salesforce Object that you want the data to be imported into.

If you have recently uploaded a file already for this job, then you will have the option to proceed with the recently uploaded file, or to upload a new file: