Salesforce lead import file formatter: a CSV the Data Import Wizard accepts
In short: Upload any lead export (.xlsx or CSV) or paste cells. Names are split, emails cleaned and repeats merged into a CSV with First Name, Last Name, Company and Email; rows without a Last Name or Company are counted and left out. Limit: Only First Name, Last Name, Company and Email are written; map any other fields in the wizard.
Salesforce's lead import page lists Last Name, Company and Email as required fields, with First Name optional but recommended. Upload your export here and it writes a CSV with those four headers: full names are split, emails are lower-cased, repeats are merged, and rows missing a Last Name or Company are counted and left out.
Price: this tool is free. Checking a whole email list is from $9/mo, and the first 100 checks are free with Google, no card. Check your list free nowSee pricing
Sample result
Jane Doe at Northwind becomes one lead with First Name, Last Name, Company and Email; rows with no Company are counted and left out.
- Leads
- 1 lead
- Required
- Last Name, Company
- Repeats merged
- 1
What this means for you
Last Name and Company are required on a Salesforce lead, so the file only holds rows the wizard can take.
- Names split, emails cleaned
- Missing Company counted
- Repeats merged
- CSV for the wizard
- Salesforce
- Leads
- CSV
By SimpleVerifier Team · Last updated · Runs in your browser; nothing you paste is sent to us
Check the addresses before they go into Salesforce.
- Export the email column from the file you just made, or use the check button under the result.
- Upload or paste it at /verify. Every address gets a live mailbox check, and the first 100 email checks are free with a Google sign-in, no card.
How do I prepare a CSV for the Salesforce Data Import Wizard?
- Upload the lead export (.xlsx or CSV), or paste the cells with the header row first. Name, email and company columns are found by their headers.
- If some rows have no company, type a stand-in under "Company when blank" only if your org allows one. Otherwise those rows are left out and counted.
- Check the columns the tool found and the rows that were left out, then download the CSV.
- In Salesforce, open the Data Import Wizard, choose Leads, upload the file and confirm that each column maps to the right field.
Example
- You enter
- A sheet with Full Name, Work Email, Mobile, Country and Company:
Jane Doe,[email protected],(415) 555-0132,United States,Northwind;Leo Martinwith[email protected]; [email protected]; a repeat row for[email protected]; and a row with only a phone,(212) 555-0100. - You get
- One lead under First Name, Last Name, Company and Email:
Jane,Doe,Northwind,[email protected]. The repeat is merged, and 2 rows with no Last Name or no Company are counted and left out. - Limits
- Runs in your browser; nothing is uploaded. Files up to 25 MB.
Which fields does a Salesforce lead need?
The lead import page in Salesforce Help lists Last Name and Company as required on every row (along with Email, Campaign ID and Campaign Member Status when the import adds leads to a campaign), and recommends First Name. The file must be a CSV. See Salesforce's lead import page.
This tool writes First Name, Last Name, Company and Email. Other lead fields such as title, phone or website are mapped in the wizard from your own columns, so they aren't rewritten here.
What happens to a row with no company?
Because Company is required, a row without one would fail. By default the tool leaves it out and counts it, so you can see how many contacts that affects. If your team already uses a stand-in value for people without a company, type it in the box and it is written to those rows. The tool never makes up a company for you.
How are names and emails cleaned?
A single Name column is split into first and last name, with titles such as Dr and suffixes such as Jr removed. Emails are trimmed and lower-cased, a cell holding several addresses keeps the first, and repeats of the same address are merged into one lead. Update-or-insert matching is set in the wizard (Salesforce suggests matching leads by email).
Who uses this tool, and for what?
- Sales ops
- Prepare a purchased or exported list so the wizard doesn't stop on missing Last Name or Company.
- Founders
- Move leads from a spreadsheet into a first Salesforce org without hand-editing columns.
- Agencies
- Load a client's prospects into their org with the same four headers every time.
What can’t this tool tell you?
- Only First Name, Last Name, Company and Email are written; map any other fields in the wizard.
- Your org may require more fields or have validation rules this tool can't see.
- Name splitting follows Western name order; check names that don't.
- Salesforce's own record limits for the wizard aren't checked; see Salesforce Help.
Common questions
- Which fields are required to import leads into Salesforce?
- Last Name and Company are required on each lead. The wizard page also lists Email, and Campaign ID and Campaign Member Status when you add leads to a campaign.
- Can I import leads without a company?
- Only if you fill the field. Company is required, so rows without one fail unless your organization uses a stand-in value, which you can enter in this tool.
- What file type does the Data Import Wizard take?
- A CSV. This tool downloads a CSV.
- Does this tool match existing leads?
- No. Matching is chosen in the wizard, where Salesforce suggests Add new and update existing records, matching leads by email.
- Is my lead list uploaded to SimpleVerifier?
- No. The file is read and rewritten in your browser.
Sources
A tidy list can still be full of dead addresses.
Extracting, deduplicating and syntax checks all work on the text of an address. None of them can tell whether the mailbox exists. Only the server that hosts it can answer that, through an SMTP check, and that is what the paid product does.
- Upload the cleaned file as it is: CSVs up to 100,000 rows
- A real SMTP mailbox check on every row, with catch-all detection
- Small list? Starter at $9/mo covers 2,500 emails a month, cancel anytime
Plans from $9 a month, cancel anytime, no contract. Sign in with Google and your first 100 email checks are free, no card. The free tools stay free either way.