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Generate a sample import file

Under More actions, select Download template for a sample Excel file with the columns the Contacts import expects.

More actions menu with the Download template option highlighted

Use it as a base to prepare your data: keep the headers and don’t add columns the template doesn’t include — see what each column corresponds to in Formatting import files. Once it’s filled in, upload it with Importing records for a single object.

What’s inside the file. The Excel file (datamap.xlsx) has three sheets — see Understanding the import tool for what each one does. For Contacts you only need to fill in the Contact sheet; if you’re loading more than one object in the same file, see Importing records for multiple objects.

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