Operelio
Apollo.ioSalesforce

How to import Apollo.io into Salesforce Leads or Contacts

22 of the 38 columns in an Apollo.io export, mapped into 16 Salesforce Leads fields under Salesforce's own names.

20 of the 38 columns in an Apollo.io export, mapped into 13 Salesforce Contacts fields under Salesforce's own names.

Import into Salesforce as
Download the Excel templateUse this template free

Free · 20 KB · Excel 365 or Google Sheets

Download the Excel templateUse this template free

Free · 20 KB · Excel 365 or Google Sheets

Check your Apollo.io export first

Built on Apollo.io’s export columnsChecked against Salesforce’s import rulesUpdated October 8, 2026

One Apollo.io row, through the templatecopied as it ischanged on the way1explained below
  • First Name to First NameWei
  • Last Name to Last NameChen
  • Title to TitleVP of Marketing
  • Email to Emaillowercasedwei.chen@lumenlabs.example.com
  • Mobile Phone to Mobile Phone+1 503-555-0152
  • Work Direct Phone, Corporate Phone, Other Phone to Phone1first with a value+1 503-555-0111
  • Company Name, Company to Company2first with a valueLumen Labs
  • Website to Websitelumenlabs.example.com
  • Industry to IndustryLogistics & Supply Chain
  • Not in the export to Lead Source3set to Apollo.ioApollo.io
  • Not in the export to Lead Status3set to Open - Not ContactedOpen - Not Contacted
  • City, Person City to City4first with a valueBeaverton
  • State, Person State to State/Province5first with a valueOregon
  • Country, Person Country to Countryfirst with a valueUnited States
  • Person Linkedin Url to LinkedIn URLlinkedin.com/in/wei-chen-example
  • Seniority, Departments, Lists to Descriptionjoined, with labelsSeniority: VP | Departments: Marketing, Communications | Apollo lists: PNW Logistics Q4
Not imported: Email Status, Home Phone, Company Linkedin Url, # Employees, Annual Revenue, Company Address and 10 more. The template leaves these out; map any to a custom field in Operelio.
One Apollo.io row, through the templatecopied as it ischanged on the way1explained below
  • First Name to First NameWei
  • Last Name to Last NameChen
  • Title to TitleVP of Marketing
  • Email to Emaillowercasedwei.chen@lumenlabs.example.com
  • Mobile Phone to Mobile Phone+1 503-555-0152
  • Work Direct Phone, Corporate Phone, Other Phone to Phone1first with a value+1 503-555-0111
  • Departments to Department2first in the listMarketing
  • City, Person City to Mailing City3first with a valueBeaverton
  • State, Person State to Mailing State4first with a valueOregon
  • Country, Person Country to Mailing Country5first with a valueUnited States
  • Person Linkedin Url to LinkedIn URLlinkedin.com/in/wei-chen-example
  • Company Name, Company to Account Namefirst with a valueLumen Labs
  • Seniority, Lists to Descriptionjoined, with labelsSeniority: VP | Apollo lists: PNW Logistics Q4
Not imported: Email Status, Home Phone, Website, Company Linkedin Url, Industry, # Employees and 12 more. The template leaves these out; map any to a custom field in Operelio.

Where Apollo.io and Salesforce don’t line up

1

Four phone columns, two phone fields

Apollo.io splits numbers across Mobile Phone, Work Direct Phone, Corporate Phone and Other Phone.

The template sends Mobile Phone to Mobile Phone. Phone takes the first of Work Direct Phone, Corporate Phone and Other Phone that has a value.

Apollo.ioWork Direct Phone empty
Corporate Phone +1 503-555-0111
Other Phone +1 503-555-0110
Salesforce+1 503-555-0111
2

Two Apollo.io columns, one Company

Apollo.io can fill Company Name and Company, and Salesforce has one Company.

The template takes the first of Company Name or Company that has a value.

Apollo.ioCompany Name Lumen Labs
Company empty
SalesforceLumen Labs
3

No lead source or lead status in the export

Apollo.io's export has no lead source or lead status column. Lead Status is a picklist: a value that isn't in it goes in as it is, unless the picklist is restricted, when the field gets its default.

The template sets Lead Source to Apollo.io and Lead Status to Open - Not Contacted on every row. Change either, or drop them, before you import if your process differs.

Apollo.ioNo column
SalesforceApollo.io · Open - Not Contacted
4

Two Apollo.io columns, one City

Apollo.io can fill City and Person City, and Salesforce has one City.

The template takes the first of City or Person City that has a value.

Apollo.ioCity Beaverton
Person City empty
SalesforceBeaverton
5

Two Apollo.io columns, one State/Province

Apollo.io can fill State and Person State, and Salesforce has one State/Province.

The template takes the first of State or Person State that has a value.

Apollo.ioState Oregon
Person State empty
SalesforceOregon
1

Four phone columns, two phone fields

Apollo.io splits numbers across Mobile Phone, Work Direct Phone, Corporate Phone and Other Phone.

The template sends Mobile Phone to Mobile Phone. Phone takes the first of Work Direct Phone, Corporate Phone and Other Phone that has a value.

Apollo.ioWork Direct Phone empty
Corporate Phone +1 503-555-0111
Other Phone +1 503-555-0110
Salesforce+1 503-555-0111
2

A list of department values, one Department field

Apollo.io can put several values in its Departments column, one after another.

The template keeps the first value in the list.

Apollo.ioMarketing, Communications
SalesforceMarketing
3

Two Apollo.io columns, one Mailing City

Apollo.io can fill City and Person City, and Salesforce has one Mailing City.

The template takes the first of City or Person City that has a value.

Apollo.ioCity Beaverton
Person City empty
SalesforceBeaverton
4

Two Apollo.io columns, one Mailing State

Apollo.io can fill State and Person State, and Salesforce has one Mailing State.

The template takes the first of State or Person State that has a value.

Apollo.ioState Oregon
Person State empty
SalesforceOregon
5

Two Apollo.io columns, one Mailing Country

Apollo.io can fill Country and Person Country, and Salesforce has one Mailing Country.

The template takes the first of Country or Person Country that has a value.

Apollo.ioCountry United States
Person Country empty
SalesforceUnited States

Check your Apollo.io export before you import it

Looks for the 22 columns this template reads, and what Salesforce would skip.

Drop your Apollo.io CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

Looks for the 20 columns this template reads, and what Salesforce would skip.

Drop your Apollo.io CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

Apollo.io to Salesforce in three steps

Step 1Export from Apollo.io
  1. In Apollo, go to Search, then People, and apply your filters or open a saved list.
  2. Check the contacts you want, or use bulk selection at the top, then click Export.
  3. Choose whether to include all contacts or only those with verified emails.
  4. Optionally click Edit export CSV settings to change the fields.
  5. Click Export records, then Download when the file is ready.

Exporting saved contacts may use export credits, depending on your Apollo plan.

Contacts you have already exported, and contacts without verified emails, do not use credits.

Apollo: Export contacts to a CSV
Step 2Paste into the template
  1. Paste the export at A1 of Paste Apollo.io export here.
  2. Start here checks all 22 columns were found.
  3. Save Salesforce Leads import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 16 headers as a CSV

Step 3Import into Salesforce
  1. From Setup, type Data Import Wizard in Quick Find, select it and click Launch Wizard.
  2. Under Standard Objects, choose Leads.
  3. Choose whether to add new records, update existing ones or both, and how to match them.
  4. Drag in your CSV, check the encoding and click Next.
  5. Check the mapping, map any field left over, click Next, then Start Import.
Salesforce's Data Import Wizard, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, standardizes countries, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification, a check against your Salesforce records and dropdowns, and the push, from Starter.

Use this template in Operelio
Step 1Export from Apollo.io
  1. In Apollo, go to Search, then People, and apply your filters or open a saved list.
  2. Check the contacts you want, or use bulk selection at the top, then click Export.
  3. Choose whether to include all contacts or only those with verified emails.
  4. Optionally click Edit export CSV settings to change the fields.
  5. Click Export records, then Download when the file is ready.

Exporting saved contacts may use export credits, depending on your Apollo plan.

Contacts you have already exported, and contacts without verified emails, do not use credits.

Apollo: Export contacts to a CSV
Step 2Paste into the template
  1. Paste the export at A1 of Paste Apollo.io export here.
  2. Start here checks all 20 columns were found.
  3. Save Salesforce Contacts import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 13 headers as a CSV

Step 3Import into Salesforce
  1. From Setup, type Data Import Wizard in Quick Find, select it and click Launch Wizard.
  2. Under Standard Objects, choose Accounts and Contacts.
  3. Choose whether to add new records, update existing ones or both, and how to match them.
  4. Drag in your CSV, check the encoding and click Next.
  5. Check the mapping, map any field left over, click Next, then Start Import.
Salesforce's Data Import Wizard, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, standardizes countries, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification, a check against your Salesforce records and dropdowns, and the push, from Starter.

Use this template in Operelio

Questions

Where does Apollo.io's export fill Last Name and Company, which Salesforce requires?

Last Name comes from Apollo.io's Last Name column; Company takes the first of Company Name or Company that has a value. The checker above counts the rows with Last Name or Company blank.

Where do Seniority, Departments and Lists go?

Into Description on each lead, labeled like "Seniority: VP | Departments: Marketing, Communications | Apollo lists: PNW Logistics Q4".

Why is the Email column filled with email_not_unlocked@domain.com?

That's the placeholder Apollo writes for a contact whose email you haven't revealed. Every locked row carries the same address, so none of them can be emailed, and a push from Operelio would treat them all as one person. Filter those rows out, reveal the contacts in Apollo first, or choose to export only contacts with verified emails.

Where does Apollo.io's export fill Last Name, which Salesforce requires?

Last Name comes from Apollo.io's Last Name column. The checker above counts the rows with Last Name blank.

Where do Seniority and Lists go?

Into Description on each contact, labeled like "Seniority: VP | Apollo lists: PNW Logistics Q4".

Why is the Email column filled with email_not_unlocked@domain.com?

That's the placeholder Apollo writes for a contact whose email you haven't revealed. Every locked row carries the same address, so none of them can be emailed, and a push from Operelio would treat them all as one person. Filter those rows out, reveal the contacts in Apollo first, or choose to export only contacts with verified emails.

Duplicates and undoing an import: Salesforce import questions.

Try this template free

Upload your Apollo.io export and download a file Salesforce can import. No credit card needed. The push into Salesforce is from Starter.

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