Import Tutorials

In this section, you can get familiar with the following tutorials on data import operations:

• Importing Contacts for Existing Accounts

This tutorial describes how to import a file with Contacts for Accounts already existing in the Salesforce database. It demonstrates different ways of specifying IDs of existing master Salesforce objects when importing child objects.

• Importing Products with Prices from Dropbox

This tutorial describes how to import a file with product prices from Dropbox to the Salesforce Product2 and PricebookEntry objects. It demonstrates a one-to-many import operation (data splitting).

• Importing Related Customer, Order, and Product Data

This tutorial describes how to import Product, Customer, Order, and Order Detail tables from the Microsoft standard Northwind database on SQL Azure. It demonstrates a complex many-to-many import operation (when you import data from several tables with foreign key relations between them to several related Salesforce objects), creating a connection to SQL Azure, and how to preserve data relations between the source tables.

• Importing Accounts with Binary Attachments

This tutorial describes how to import accounts together with attachments that are imported as a set of binary files. It demonstrates import of binary files.

• Importing Deals and Contacts from Zoho CRM to HubSpot Preserving Relations

This tutorial describes how to set the correct relation between Contacts and Deals to successfully import data from Zoho CRM to HubSpot.

• Importing Data from Salesforce Opportunities to QuickBooks Invoices

This tutorial describes how to import data from Salesforce Opportunities to QuickBooks Invoices using the nested objects feature.

• Importing QuickBooks Invoices to Salesforce Opportunities

This tutorial describes how to import data from QuickBooks Invoices to Salesforce Opportunities using the nested objects feature.

• Easy Importing Invoices and Customers Between QuickBooks Online Accounts

This tutorial describes how to import Customers and Invoices from one QuickBooks account to another using the nested objects feature.

• Importing Products with Variants from the relational Database into Shopify

This tutorial describes importing products together with product variants using the nested objects feature.