---
schema_version: "1"
id: 8209ee4e69b2795ffa5a17d7f16e98f290a2e31ba1de560594e1d4fccbb1f1e0
title: Upload Data in the Data Sources Page in Salesforce Spiff
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_upload.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_upload.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1e536b9cc549119b13322fa0e58400c0b0a3afa2ba563995068c5bee66f1657a
description: To manually upload records into Salesforce Spiff, import .xlsx or .csv files that represent users, deals, accounts, or other objects.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Upload Data in the Data Sources Page in Salesforce Spiff

To manually upload records into Salesforce Spiff, import .xlsx or .csv files that represent users, deals, accounts, or other objects.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d39056e74">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d39056e74 ">To import data:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d39056e74 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with this permission turned on.</p>
              <p style="margin-bottom:0;">Data Sources: Edit</p>
            </td>

          </tr>
        </tbody>
      </table>

Before you begin, review these important considerations for importing data.

- The maximum file size that Spiff can import is 5 MB. If your source file is larger, split the data into multiple files and upload them separately.
- Imported data is represented a table in Spiff. In your original file, each sheet represents an object in Spiff, and each column represents a field on the object.
- Name your import file for the table in Spiff that you want to map data to. If you name the file default, Spiff maps data to the table named `default`. If you import different data later with a file that's also named default, Spiff can map that data to the wrong object and result in an error.
- These column names are reserved and can’t be used in your import file: `company_id`, `created_at`, `CreatedAt`, `id`, `updated_at`, `UpdatedAt`.
- Field and object names can’t contain spaces. Double-check that field and object names and values have consistent spelling and capitalization. Avoid leading or trailing spaces, or replace spaces with underscores.
- Each object requires an External ID, which ensures that each field is unique. You must name the field **external\_id**.
- Avoid calculated fields or formulas in source data. Sometimes, Spiff doesn’t import these values correctly.
- Spiff data filters can’t use normalized fields. If you upload users and then later you want to filter by name or ID, first copy the normalized fields in the upload file. After the upload is complete, go to **Sync/Unsync Objects & Fields** and turn on sync for the copied fields.
- If you use a .csv file for importing data, take these extra steps.
    - Delete empty columns.
    - Format all currencies and percentages as numbers, and exclude symbols. If your data includes currencies different from the Company Currency set under Company Settings From the Admin menu, include a field for the currency code. For example, maybe you have an ARR field and ARRCurrencyCode field, where ARR is 15000.00 and the ARRCurrencyCode is EUR.

1. Click **Data Sources**, hover over Data Imports, click the **+** icon, and import your file.
2. On the Map Tables step, verify that you're uploading data for the correct object.
    
    ![Map Tables step when importing data](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_import_map_tables.png)
    
    1. Make sure that the sheet name in the upload file (1) is correct. Verify that the Table in Spiff value (2) is the name that you want to show for the data table in Spiff.
        
        If you're importing new data for data that was previously imported, make sure that you use the same sheet and table names. If you use a different sheet name, the sheet shows a New Table tag. Consider modifying the name of the sheet in your import file to match the original sheet name so that the updated data maps to the correct object.
    2. Select the sheets that you want to import, and click **Next**.
3. On the Identify Primary Key step, click the key icon (1) next to the field that want to use for the unique ID of the records you're importing.
    
    ![Select the primary key field for the imported data.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_import_primary_key.png)
4. On the Configure Fields step, verify that the column names from the imported sheet map to the correct Spiff fields.
    
    ![Verify the names and data types of your imported fields.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_import_configure_fields.png)
    
    Spiff checks that each field name is valid and unique and doesn't contain special characters, spaces, or leading numbers.
    
    If you're importing new data for data that was previously imported, make sure that you use the same column names for existing fields in Spiff. Otherwise, the row shows the New Field tag (1). To map to an existing field instead, select the field from the dropdown menu (2). If you intend to add a new field, you can edit the field name in this step.
    
    If necessary, select a different data type (3) for each imported field.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)
    
    Important The data type that you select for each imported field must remain consistent when you import updated data later. Changing the data type for a field between imports can cause calculation errors. If you select an incorrect data type at first, reimport the data with the correct data type applied.
5. On the Fix Duplicates step, specify how you want Specify to handle any duplicate records, which are records in the imported data that share a primary key value with another record.
    
    ![Specify how Spiff handles duplicate records.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_import_fix_duplicates.png)
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d39056e299-option" id="d39056e303">Skip duplicate records</th><td style="vertical-align:top;" headers="d39056e299-desc d39056e303">Spiff keeps data from the original record and ignores the new record.</td></tr><tr class=""><th style="vertical-align:top;" headers="d39056e299-option" id="d39056e312">Override existing fields</th><td style="vertical-align:top;" headers="d39056e299-desc d39056e312">Spiff replaces data from the original record with data from the new record.</td></tr><tr class=""><th style="vertical-align:top;" headers="d39056e299-option" id="d39056e321">Update missing fields</th><td style="vertical-align:top;" headers="d39056e299-desc d39056e321">Spiff updates data for fields that didn't exist on the original record, but ignores data for fields that already exist on the original record. This option is useful for adding fields.</td></tr></tbody></table>

After the import completes, Spiff shows the results.

- A green banner indicates that records were imported successfully.
- A purple banner indicates that at least one record was rejected.
- An orange banner indicates that all records were rejected.

#### See Also

- [Primary Keys in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_primary_key.htm&release=264.0.0&type=5 "A primary key helps Salesforce Spiff differentiate records based on a unique ID and determine whether to add new rows or update existing rows on new imports. This value must be unique for each record.")
- [Imported Tables View in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_imported_tables.htm&release=264.0.0&type=5 "Review records that you imported into Salesforce Spiff from the Imported Tables section of the Data Sources page.")
- [Troubleshoot Errors in Imported Data in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_import_troubleshoot.htm&release=264.0.0&type=5 "If errors occur when you import data in Salesforce Spiff, download and review the error logs from the Import History tab in the Data Sources page.")