# Salesforce Import Checker and CSV Template | Dedupely

> Check a leads, contacts or accounts CSV before the Salesforce Data Import Wizard. See the rows it rejects, fields over length and duplicates, and get the template.

- URL: https://dedupe.ly/tools/salesforce-import-checker
- Section: tools
- Site index: https://dedupe.ly/llms.txt
- Any page: append `.md` to its URL for this plain-text form

---

## Salesforce import checker

Check a CSV against the Data Import Wizard before you run it.
[Use in Claude](https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=Dedupely%20free%20tools&connectorUrl=https%3A%2F%2Fdedupe.ly%2Ftools%2Fmcp)
CSV file
Or paste rows here
First row is a header
Check the file
Free for 10 runs a day.

### Rows the wizard rejects

A lead needs a last name and a company. An email the wizard cannot verify stops the record. So does a value past the field’s length.
**This checker reads every row against those rules and fixes what it can.**

### Start from the fields Salesforce maps

Full Name next to First Name confuses the mapping. Checkboxes take 1 and 0. Dates must match your own locale.
**The Salesforce templates use the field labels its import guide lists.**

### The Salesforce import template

#### Salesforce leads template

17 columns, in the order the template downloads.
| Column | What goes in it | Required |
| --- | --- | --- |
| First Name | Text | |
| Last Name | Text | One of these |
| Title | Text | |
| Company | Text | Yes |
| Email | An email address | |
| Phone | Plus sign, country code and number | |
| Mobile Phone | Plus sign, country code and number | |
| Website | A web address | |
| Street 1 | Text | |
| City | Text | |
| State | Text | |
| Postal Code | Text | |
| Country | Text | |
| No. of Employees | A number, no currency signs | |
| Annual Revenue | A number, no currency signs | |
| Email Opt Out | Yes or no | |
| Record Owner | The user’s email | |

#### Salesforce contacts template

17 columns, in the order the template downloads.
| Column | What goes in it | Required |
| --- | --- | --- |
| First Name | Text | |
| Last Name | Text | One of these |
| Title | Text | |
| Department | Text | |
| E-mail Address | An email address | |
| Business Phone | Plus sign, country code and number | |
| Mobile Phone | Plus sign, country code and number | |
| Mailing Street 1 | Text | |
| Mailing City | Text | |
| Mailing State | Text | |
| Mailing Postal Code | Text | |
| Mailing Country | Text | |
| Birthdate | A date, year-month-day | |
| Account Name | Text | |
| Website | A web address | |
| Email Opt Out | Yes or no | |
| Record Owner | The user’s email | |

#### Salesforce accounts template

13 columns, in the order the template downloads.
| Column | What goes in it | Required |
| --- | --- | --- |
| Account Name | Text | Yes |
| Account Site | Text | |
| Account Phone | Plus sign, country code and number | |
| Industry | Text | |
| Employees | A number, no currency signs | |
| Revenue | A number, no currency signs | |
| Website | A web address | |
| Billing Street 1 | Text | |
| Billing City | Text | |
| Billing State | Text | |
| Billing Postal Code | Text | |
| Billing Country | Text | |
| Record Owner | The user’s email | |

### Use it from a script or an AI agent

[Use in Claude](https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=Dedupely%20free%20tools&connectorUrl=https%3A%2F%2Fdedupe.ly%2Ftools%2Fmcp)
MCP https://dedupe.ly/tools/mcp every free tool in one connector (this one: check_crm_import)
POST https://dedupe.ly/tools/api/import-checker
{ "crm": "salesforce", "csv": "..." }
Docs https://dedupe.ly/tools/api/openapi.json
[OpenAPI document](https://dedupe.ly/tools/api/openapi.json) ·
[API index](https://dedupe.ly/tools/api) ·
[llms.txt](https://dedupe.ly/llms.txt)

### Questions about Salesforce imports

How many records can the Data Import Wizard take?
Up to 50,000 records a file, 90 fields a record and 100 MB, in CSV only.
What fields does Salesforce require?
A lead needs Last Name and Company. A contact needs Last Name. An account needs Account Name.
Why are my imported dates wrong?
The wizard reads dates in the format of your user locale. A file written day first imports the wrong way round under a US locale.
How does the wizard handle duplicates?
It matches on what you pick: Salesforce ID, name, email or an external ID. Pick None and every row becomes a new record.
How do I import checkboxes?
Use 1 for checked and 0 for unchecked.

### More free tools

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[Test data generator](https://dedupe.ly/tools/test-data-generator)
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[Fake contact generator](https://dedupe.ly/tools/fake-contact-generator)
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[CSV to chart](https://dedupe.ly/tools/csv-to-chart)

### Get started for free

20 free trial merges and as much free support as you need to get your duplicates under control.
[Talk to sales](https://meetings.dedupe.ly/meetings/hampus-isaksson/dedupely-zoom-schedule)[Try for free](https://v2.app.dedupe.ly/signup)
[Or sign up with Google](https://v2.app.dedupe.ly/signup/google)
Running CRM cleanup for clients? [See the Partner Program](https://dedupe.ly/become-a-partner)
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