---
schema_version: "1"
id: 8455f2c57c8abb9262ad6fb2fbb81422b62acfdcf0407248c3ddd107bc3df0a0
title: Migrate Your Accounts, Contacts, and Leads to Essentials from Other Editions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/essentials_migrate_data_standard.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.essentials_migrate_data_standard.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a93962ec2fdc8dad6ee3ac739d7345ac31a7af7adcd2f94d1791054166a5958a
description: Use reports to set up your accounts, contacts, and leads for import into Salesforce Essentials.
products:
  - Cross Cloud
release: "264"
---
# Migrate Your Accounts, Contacts, and Leads to Essentials from Other Editions

Use reports to set up your accounts, contacts, and leads for import into Salesforce Essentials.

Before you migrate, clean up your data. For example, look for outdated information and duplicate records.

To export contacts, create a custom report type using Contact as the primary object. You use this report to create a .csv file that you can import into Essentials.

To migrate data to Essentials, create and export a report for each object that you want. Follow these steps for accounts, contacts, and leads.

1. From the Reports tab, click **New Report**.
2. Select an object.
    
    You can create a single report for both accounts and contacts. Include all the fields that you want to import from both objects.
3. Click **Continue**.
4. In your report, include the required fields and any additional fields that your company uses.
    
    - For accounts, the Name field is required.
    - For contacts, the Last Name field is required.
    - For leads, the required fields are Company, Last Name, and Status.
5. Click **Save & Run**.
6. Give your report a name and click **Save**.
7. From the menu, click **Export**.
    
    ![The menu includes an option to export your report.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/224_export_report.png)
8. Select **Details Only**.
9. Under Format, select **Comma Delimited .csv**.
    
    ![Report exporting options](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/224_export_report_settings.png)
10. Click **Export**.
11. Repeat the previous steps for each object you want to import into Essentials.
12. Import your .csv files into Essentials from **Setup** | **Integrations** | **Data Import Wizard**.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/images/icon_note.png)

Note Use matching to prevent duplicates when you import your data into Essentials.

- Accounts: Match account by **Name & Site**.
- Contacts with emails: Match Contact by **Email** and match Account by **Name & Site**.
- Contacts without emails: Match Contact by **Name** and match Account by **Name & Site**.

#### See Also

- [Import Data with the Data Import Wizard](https://help.salesforce.com/s/articleView?id=xcloud.import_with_data_import_wizard.htm&type=5&language=en_US)