Built for business users
A plain, guided interface means marketing or sales ops can run imports themselves — no admin or Data Loader training needed.
Import thousands of leads into Salesforce without touching Data Loader
Lead Importer gives business users a guided screen to map fields, validate data, assign owners, and convert leads on the way in — built for teams, not just admins.
How it works
From raw file to sales-ready record, in one pass
Every import moves through the same five checkpoints — no separate tools, no manual cleanup afterward.
1
Upload the list
Bring in leads from any spreadsheet or export — no technical setup required to get started.
2
Map the fields
Match source columns to Salesforce fields through a guided UI, so mapping stays accurate every time.
3
Validate the data
Missing required fields, duplicate matches, and format mismatches are flagged before anything commits.
4
Assign automatically
Incoming leads route straight to the right rep or team, so follow-up starts without manual handoff.
5
Convert on import
Turn leads into accounts, contacts, and opportunities in the same pass — no separate conversion step.
Built for scale
What else Lead Importer handles
Scales with your list size
Performance holds steady whether you're importing a few hundred leads or tens of thousands, so nothing slows down at volume.
Works with any lead source
Pull leads from spreadsheets, exports, or other platforms and consolidate them into Salesforce through one consistent flow.
Reporting and audit trails
Every import is logged, so you can track what came in, when, and by whom — useful for compliance and troubleshooting alike.
Error handling and alerts
Failed rows are caught and explained rather than silently dropped, with notifications for both successful runs and issues found.
Short learning curve
The interface stays consistent from setup to first run, so new team members are productive within their first import.