Create Contacts and Add Them to a Campaign with the Data Import Wizard

With a single import file, you can create multiple contacts at once and make them members of a campaign.

Required Editions

Available in: Salesforce Classic and Lightning Experience

Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To create contacts that you own and add them to a campaign via the Data Import Wizard:	Marketing User selected in User Detail AND Create on accounts AND Read on contacts AND Edit on accounts and campaigns AND Import Personal Contacts
To create contacts owned by others and add them to a campaign via the Data Import Wizard:	Marketing User selected in User Detail AND Create on accounts AND Read on contacts AND Edit on accounts, contacts, and campaigns AND Modify All Data

User Permissions Needed

To create contacts that you own and add them to a campaign via the Data Import Wizard:

Marketing User selected in User Detail

AND

Create on accounts

AND

Read on contacts

AND

Edit on accounts and campaigns

AND

Import Personal Contacts

To create contacts owned by others and add them to a campaign via the Data Import Wizard:

Marketing User selected in User Detail

AND

Create on accounts

AND

Read on contacts

AND

Edit on accounts, contacts, and campaigns

AND

Modify All Data

Before you begin, make sure that your import file is in CSV format and contains values for these fields.

Account: Account Name
Contact: Email
Contact: Last Name
Contact: First Name
Campaign Member: Campaign ID
Campaign Member: Status

Tip To obtain values that are already in your org, run reports and then export the report data.

These steps describe one recommended method of importing data. You can import data into Salesforce fields that aren’t listed here. You can also customize your import by using other options that appear in the Data Import Wizard.

From the campaign detail page, select Manage Members | Add Members - Import File.
The Data Import Wizard appears.
Select Accounts and Contacts, then select Add new and update existing records.
Set Match Contact by to Email.
Set Match Account by to Account Name and Account Site.
Select Assign contacts to campaigns.
Select the CSV file that contains your import data, and click Next.
Map column headers from your CSV file to these fields.
- Account: Account Name
- Contact: Email
- Contact: Last Name
- Contact: First Name
- Campaign Member: Campaign ID
- Campaign Member: Status
Click Next.
Review the import settings, and then click Start Import.

When we finish importing your data, we notify you by email. Review the results and resolve any errors that occurred. A separate email notifies you of campaign member job results.