How to import contacts to Salesforce.com

Salesforce

How to start?

You need to have PhoneCopy and salesforce accounts. You need to have PhoneCopy Lead Import app installed into your salesforce organization.

How to import contacts to Salesforce.com

Log in to Salesforce.com and at Home tab click the PhoneCopy Lead Import link.

Home page


Fill in your PhoneCopy username and password and click at "Connect to my PhoneCopy profile".

Login


Choose if you want to import your phone book data daily or just once and press "Start" button.

Import


Your contacts from PhoneCopy will be imported in a few minutes as Leads to salesforce, to check it, open "Leads" and click to "Go!"

Leads


Imported data:

Imported data


You can find other help and advices on How to page.

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