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Add Existing Person Accounts to a Campaign with the Data Import Wizard

Add Existing Person Accounts to a Campaign with the Data Import Wizard

To add multiple person accounts as members of a campaign, launch the Data Import Wizard from the campaign detail page.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To add person accounts that you own to a campaign via the Data Import Wizard:

Create on accounts

AND

Edit on accounts

AND

Import Personal Contacts
To add person accounts owned by others to a campaign via the Data Import Wizard:

Create on accounts

AND

Edit on accounts and contacts

AND

Modify All Data

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

  • Salesforce ID of the contact associated with the person account
  • Email
Tip
Tip To obtain Salesforce IDs or other values from 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.

  1. From the campaign detail page, select Manage Members | Add Members - Import File.
    The Data Import Wizard appears.
  2. Select Person Accounts, then select Update existing records.
  3. For Match Lead by, select Salesforce.com ID.
  4. Select Assign person accounts to campaigns.
  5. Select the CSV file that contains your import data, and click Next.
  6. Map column headers from your CSV file to these fields.
    • Salesforce ID of the contact associated with the person account
    • Email
  7. Click Next.
  8. 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.