Operelio
SquarespaceSalesforce

How to import Squarespace into Salesforce Leads

11 of the 12 columns in a Squarespace export, mapped into 10 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 Squarespace export first

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

One Squarespace row, through the templatecopied as it ischanged on the way1explained below
  • First Name to First NameDavid
  • Last Name to Last NameGarcia
  • Email to Emaillowercaseddavid.garcia@example.com
  • Phone to Phone+1 503-555-0173
  • Shipping Address Street 1 to Street55 A Avenue
  • Shipping Address City to CityLake Oswego
  • Shipping Address State to State/ProvinceOR
  • Shipping Address Zip to Zip/Postal Code97034
  • Shipping Address Country to CountryUnited States
  • Total Orders, Total Amount Spent to Description1joined, with labelsTotal orders: 3 | Total spent: 214.00
Not imported: Email Marketing Status. The template leaves it out; map any to a custom field in Operelio.

Where Squarespace and Salesforce don’t line up

1

Two columns kept in Description

This template gives Total Orders and Total Amount Spent no Salesforce field of their own.

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

ExportTotal Orders 3
Total Amount Spent 214.00
SalesforceTotal orders: 3 | Total spent: 214.00

Check your Squarespace export before you import it

Looks for the 11 columns this template reads, and what Salesforce would skip.

Drop your Squarespace CSV here

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

Squarespace to Salesforce in three steps

Step 1Export from Squarespace
  1. Open the Contacts panel and, under Lists & Segments, click Customers.
  2. Optionally pick First-Time Customers, Repeat Customers or a saved segment.
  3. Click the export icon in the top-right corner.
  4. Click Confirm.

Managing customers is available on the Basic, Core, Plus, Advanced, Commerce Basic and Commerce Advanced plans.

Squarespace: Managing customers
Step 2Paste into the template
  1. Paste the export at A1 of Paste Squarespace export here.
  2. Start here checks all 11 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 10 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 Squarespace's export fill Last Name and Company, which Salesforce requires?

Last Name comes from Squarespace's Last Name column; Squarespace's export has no column for Company, so add one before you import. The checker above counts the rows with Last Name blank.

Where do Total Orders and Total Amount Spent go?

Into Description on each lead, labeled like "Total orders: 3 | Total spent: 214.00".

What about order and transaction data?

Order count and total spend don't have default Salesforce lead fields, so the template writes Total Orders and Total Amount Spent into the Description field, each with its label.

Duplicates and undoing an import: Salesforce import questions.

Try this template free

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

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