Importing Data From Salesforce

New Contributor

Hi All, pretty new to this, so bare with me.

 

I am keen to move over from Salesforce to Outlook Customer Manager, but don't want to just rush in and end up having to back track.

 

I have an existing Salesforce setup where I currently store all my business contacts, has anyone any advice as to how to move this data across?

 

I can see the import functionality, and that I need a CSV file which I can pull out of Salesforce ok, but how do you map the data fields, and if there are data fields that need added, how do I do that on the way through?

 

Great to hear from anyone with experience on this, thanks in advance,

 

Neil.

1 Reply
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Hi Neil,

 

If you can get a csv file from saleforce, you can refer to the link below to import the csv file to Outlook Customer Manager.

 

https://support.office.com/en-us/article/import-data-to-outlook-customer-manager-0721a212-4ec7-4c20-...

 

Let me know if you get any trouble during the process.

 

Thanks,

Lance