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IntercomSalesforce

How to import Intercom into Salesforce Leads

9 of the 9 columns in an Intercom export, mapped into 9 Salesforce Leads fields under Salesforce's own names.

Download the Excel templateUse this template free

Free · 19 KB · Excel 365 or Google Sheets

Check your Intercom export first

Built on Intercom’s export columnsChecked against Salesforce’s import rulesUpdated October 3, 2026

One Intercom row, through the templatecopied as it ischanged on the way1explained below
  • Name to First Name1first partKaren
  • Name to Last Name1restWilson
  • Email to Emaillowercasedkaren.wilson@halston.example.com
  • Phone to Phone+44 20 7946 0506
  • Company name to CompanyHalston Freight
  • Job title to TitleMarketing Operations Lead
  • City to CityManchester
  • Country to CountryUnited Kingdom
  • Created at, Last seen to Description2joined, with labelsIntercom created: 2026-01-11 | Last seen: 2026-09-30

Where Intercom and Salesforce don’t line up

1

One Name column, two name fields

Intercom gives the whole name in Name, and Salesforce keeps First Name and Last Name apart.

The template takes the first word for First Name and the rest for Last Name.

IntercomKaren Wilson
SalesforceKaren · Wilson
2

Two columns kept in Description

This template gives Created at and Last seen no Salesforce field of their own.

The template writes them into Description, each with its label, and leaves empty ones out.

IntercomCreated at 2026-01-11
Last seen 2026-09-30
SalesforceIntercom created: 2026-01-11 | Last seen: 2026-09-30

Check your Intercom export before you import it

Looks for the 9 columns this template reads, and what Salesforce would skip.

Drop your Intercom CSV here

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

Intercom to Salesforce in three steps

Step 1Export from Intercom
  1. Go to Contacts and select the users.
  2. Click the More dropdown and select Export users.
  3. Choose the displayed columns or all columns.
  4. Click export these users, then open the CSV link Intercom emails you.

The emailed link to the CSV expires after one hour.

Intercom: Export users, leads or company data
Step 2Paste into the template
  1. Paste the export at A1 of Paste Intercom export here.
  2. Start here checks all 9 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 9 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, 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 Intercom's export fill Last Name and Company, which Salesforce requires?

Last Name is the rest of Intercom's Name column; Company comes from Intercom's Company name column. The checker above counts the rows with Last Name or Company blank.

Where do Created at and Last seen go?

Into Description on each lead, labeled like "Intercom created: 2026-01-11 | Last seen: 2026-09-30".

How does the Name column split?

Intercom's contacts export ships the full name in one Name column. The template splits it into First Name and Last Name on the first space. A single-word name goes to First Name and leaves Last Name empty. Salesforce requires Last Name, so rows with single-word names will fail to import. Scan your CSV for single-word names before running and add a last name where possible. Names with three or more tokens, like a double-barrelled surname, put the first token in First Name and the rest in Last Name.

Duplicates and undoing an import: Salesforce import questions.

Try this template free

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

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