Salesforce
CSV to Salesforce Leads or Contacts
Make a lead or contact file the Salesforce Data Import Wizard accepts: required Last Name and Company, clean emails and phones, UTF-8 without BOM.
The short answer
Salesforce's Data Import Wizard needs Last Name (and Company for Leads) on every row, valid emails, and a UTF-8 CSV. Remove duplicate rows, split full names, standardise phones and make sure required fields are filled before importing.
How to do it with Rowvio
- 01Drop the file into Rowvio and choose Salesforce → Leads or Contacts.
- 02Required fields are checked on every row; full names are split.
- 03Emails, phones and names are cleaned; duplicates removed.
- 04Download the CSV (UTF-8).
- 05In Salesforce Setup: Data Import Wizard → Leads or Contacts.
Salesforce Leads
| Last Name | Required |
| Company | Required for Leads |
| First Name, Email, Phone | Recommended |
| Lead Source, Status | Must match picklist values |
| File | CSV, UTF-8 |
Common errors and what causes them
"Required fields are missing: [LastName]"
Some rows only have a full name or are empty.
Strange characters in names
Wrong encoding. Save as UTF-8.
Picklist value errors
Lead Status or Source values that are not in your org's picklist.
Questions
Leads or Contacts?
Leads for unqualified prospects; Contacts belong to Accounts. Rowvio supports both formats.
Is it free?
Free for beta testers, 10 files a day.
Is the file uploaded?
Files are processed in your browser and never uploaded to Rowvio's servers.
Do it in two minutes
- ✓ Free preview of every change
- ✓ Processed in your browser, never uploaded
- ✓ Free for beta testers, 10 files a day
Related
QuickBooks, Xero, Salesforce, HubSpot, Shopify and Mailchimp are trademarks of their respective owners. Logos are shown only to identify the import formats Rowvio prepares files for. Rowvio is an independent product by TaskMind-AI and is not affiliated with, partnered with, or endorsed by any of these companies.