Operelio
Salesforce LeadsSalesforce Leads and Salesforce Contacts

Salesforce import templates and field mappings

What a Salesforce import actually fills, field by field, with the API name for each one. 23 fields across 30 ready-made mappings for 23 different exports. Operelio can write to Salesforce directly, or hand you a file to import.

What Salesforce’s own importer does

Worth knowing before the file goes in, because each of these shows up as a failed row rather than a warning.

  • The Data Import Wizard takes 50,000 records at a time and CSV only. Past that, Salesforce routes you to Data Loader, a separate desktop application.
  • Duplicate rules set to block reject rows outright, and bulk-imported rows are compared only against records already in Salesforce, not against each other.
  • Required fields and validation rules reject rows, and the failures come back as an error CSV to reconcile.

Required fields an export often cannot fill

Salesforce refuses a row without these. Most exports do not contain them, which is why an import fails on a field nobody chose to leave out.

Company

Company20 exports cannot fill it

Salesforce requires Company on every lead. Email-marketing subscribers often have no organization set, leaving Organization blank.

What to do: Before upload, fill blank Organization cells with a placeholder like 'Unknown'. Or set a default Company in Salesforce after import using bulk-edit on the new leads.

Last Name

LastName17 exports cannot fill it

Salesforce requires LastName on every lead. ActiveCampaign exports the column, but subscribers who signed up with only an email leave Last Name blank, and Salesforce rejects those rows.

What to do: Before upload, fill any blank Last Name cells with a placeholder like 'Unknown' so every row passes Salesforce's import validation.

Email

Email5 exports cannot fill it

Salesforce Leads require Email when org-level validation is on. Apollo's free tier writes the placeholder email_not_unlocked@domain.com in the Email column for records you haven't spent credits to reveal; those rows pass Salesforce's required-field check but land with junk emails that won't deliver.

What to do: Reveal the contacts in Apollo and re-export, or filter rows with email_not_unlocked@domain.com out of your CSV before uploading.

The fields Operelio maps into Salesforce

Ordered by how many of the 30 templates fill each one, so what a typical import populates comes first. The API name is what Salesforce calls the field underneath its label.

FieldAPI nameTemplates
EmailEmail30
First NameFirstName30
Last NameLastName30
PhonePhone26
TitleTitle23
CompanyCompany19
CountryCountry17
CityCity16
State/ProvinceState15
LinkedIn URLLinkedIn_URL__c14
Zip/Postal CodePostalCode12
StreetStreet12
DescriptionDescription9
Lead SourceLeadSource9
Mobile PhoneMobilePhone9
Lead StatusStatus8
Account NameAccountName7
WebsiteWebsite7
IndustryIndustry5
DepartmentDepartment4
Mailing CityMailingCity4
Mailing CountryMailingCountry4
Mailing StateMailingState4

Every template also lists the columns it deliberately does not map, and why, on its own page.

How the data gets into Salesforce

Two routes. Connect Salesforce over OAuth on the Starter plan and above, and Operelio writes the records itself. Or format the file on any plan, including Free, and import it yourself.

  • Records are matched on email. New ones are created, existing ones updated, and the preview tells you how many of each before anything is sent.
  • On an existing record it fills blank fields only, unless you ask it to overwrite every mapped field.
  • It never deletes. Duplicates and dead records are reported back to you as a list, and removing them stays your call.

30 mappings into Salesforce

ActiveCampaignActiveCampaign to Salesforce Leads11 fields mappedApollo.ioApollo.io to Salesforce Leads15 fields mappedApollo.ioApollo.io to Salesforce Contacts12 fields mappedCalendlyCalendly to Salesforce Leads5 fields mappedCognismCognism to Salesforce Leads15 fields mappedCognismCognism to Salesforce Contacts12 fields mappedConstant ContactConstant Contact to Salesforce Leads11 fields mappedEventbriteEventbrite to Salesforce Leads8 fields mappedGoogle ContactsGoogle Contacts to Salesforce Leads13 fields mappedHubSpotHubSpot to Salesforce Leads14 fields mappedIntercomIntercom to Salesforce Leads8 fields mappedLinkedInLinkedIn Connections to Salesforce Leads8 fields mappedLinkedInLinkedIn Connections to Salesforce Contacts6 fields mappedLinkedInLinkedIn Sales Navigator to Salesforce Leads11 fields mappedLinkedInLinkedIn Sales Navigator to Salesforce Contacts7 fields mappedLushaLusha Prospecting to Salesforce Leads13 fields mappedLushaLusha Prospecting to Salesforce Contacts11 fields mappedLushaLusha User Data to Salesforce Leads11 fields mappedLushaLusha User Data to Salesforce Contacts8 fields mappedMailchimpMailchimp to Salesforce Leads10 fields mappedOutlookOutlook / Microsoft 365 to Salesforce Leads14 fields mappedPipedrivePipedrive to Salesforce Leads5 fields mappedShopifyShopify to Salesforce Leads11 fields mappedSquarespaceSquarespace to Salesforce Leads9 fields mappedStripeStripe to Salesforce Leads10 fields mappedTypeformTypeform to Salesforce Leads6 fields mappedWooCommerceWooCommerce to Salesforce Leads10 fields mappedZohoZoho CRM to Salesforce Leads13 fields mappedZoomInfoZoomInfo to Salesforce Leads16 fields mappedZoomInfoZoomInfo to Salesforce Contacts11 fields mapped

Questions

Which fields does Operelio map into Salesforce?

23 across the 30 Salesforce templates: Email, First Name, Last Name, Phone, Title, Company and the rest. Every mapping shows the API name Salesforce expects next to its label, and you can change any of them before the file is written.

Can Operelio send data straight into Salesforce?

Yes. Connect Salesforce over OAuth on the Starter plan and above, and Operelio writes the records for you. It matches on email, creates what is new, updates what already exists, and fills blank fields only unless you ask it to overwrite. It never deletes anything.

How many exports have a ready-made Salesforce mapping?

23, covering the usual prospecting, forms, commerce and CRM-to-CRM sources. Each one is a full field-by-field mapping you can use as it comes or adjust, and a source with no template can be mapped by hand in the CRM Formatter.

What if my export has no Company?

Salesforce requires Company on every lead. Email-marketing subscribers often have no organization set, leaving Organization blank. Before upload, fill blank Organization cells with a placeholder like 'Unknown'. Or set a default Company in Salesforce after import using bulk-edit on the new leads. Of the exports with a Salesforce template, 20 do not carry Company, so the template says so before you run the import rather than after it fails.