Welcome to the SimpleImport User Guide. SimpleImport is a quick-to-adopt importing solution for Salesforce CRM aimed at streamlining repeat import tasks, designed to scale with your business, and offering unique functionality designed with the end user in mind.
Accessing the solution
Home and upload
Single object import workflow
- Object selection and import settings
- Setting the import type
- Mapping data to Salesforce fields
- Review import, save mapping, and import