Squarespace
Salesforce Leads9 fieldsHow to import Squarespace data into Salesforce Leads
Move your Squarespace customers into Salesforce. This template maps name, email, phone, and the full shipping address to Salesforce lead fields. Two things to know before you start: Salesforce requires LastName and Company on every lead, and the standard Squarespace customer export doesn't include a company column. The Before you start section below explains how to handle both.
Field-by-field mapping
This is the complete column mapping from Squarespace to Salesforce Leads. The left column is the header in your CSV export. The right column is the Salesforce Leads field it should map to.
Before you start
This template's destination has 2 required fields that need attention before upload. You can still use this template. The steps below tell you what to add and where.
- Last NameLastName
Salesforce requires LastName on every lead. Squarespace exports the column, but customers who checked out with a single name field sometimes leave Last Name blank.
What to do. Before upload, fill any blank Last Name cells with a placeholder like 'Unknown' so every row passes Salesforce's import validation.
- Company
Salesforce requires Company on every lead. The standard Squarespace customer export doesn't include a company column, so every row will fail Salesforce's import validation without a workaround.
What to do. Add a Company column to your CSV before upload and fill it with a placeholder like 'Individual' for every row. Or set a default Company in Salesforce after import using bulk-edit on the new leads.
| Squarespace column | Salesforce Leads field | |
|---|---|---|
| First Name | First NameFirstName | |
| Last Name | Last Name*LastName | |
| Email TransformLowercased and trimmed | ||
| Phone | Phone TransformStandardized to international format (+1, +44, etc.) | |
| Shipping Address Street 1 | Street | |
| Shipping Address City | City | |
| Shipping Address State | State/ProvinceState | |
| Shipping Address Zip | Zip/Postal CodePostalCode | |
| Shipping Address Country | Country |
Required by Salesforce Leads.
Columns we don't use
Your Squarespace export includes 3 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Salesforce Leads.
- Total Orders
Salesforce Leads don't have a default order-count field.
If you need it. Create a custom number field on the Lead called Order Count, then re-run this template to map it.
- Total Amount Spent
Salesforce Leads don't have a default lifetime-value field.
If you need it. Create a custom currency field on the Lead called Total Spent, then re-run this template to map it.
- Email Marketing Status
Salesforce uses the HasOptedOutOfEmail field on leads, which is a boolean set per-record rather than mapped from a status string.
If you need it. Filter out rows where Email Marketing Status is 'Not Subscribed' before upload. Or set HasOptedOutOfEmail in Salesforce after import based on this column's value.
Formatting and cleanup
Squarespace exports rarely match the format Salesforce Leads expects. Fix these before you import.
- 1.Lowercases and trims email addresses
- 2.Standardizes phone numbers to international format (+1, +44, etc.)
- 3.Renames Squarespace's verbose shipping address columns (e.g. 'Shipping Address Street 1') to Salesforce field names
- 4.Maps the Squarespace shipping address block to Salesforce's Street, City, State, PostalCode, Country fields
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Squarespace export and download a clean, import-ready file for Salesforce Leads.
Squarespace to Salesforce Leads FAQ
How do I export customers from my Squarespace site?
Go to your Squarespace Commerce panel, select Customers or Orders, and click Export. The customer export includes contact and shipping information.
Salesforce requires Company. What do I do?
The standard Squarespace customer export doesn't include a company column. See the Before you start section above for the workaround: add a Company column to your CSV with a placeholder like 'Individual' before upload, or bulk-edit Company in Salesforce after import.
Why does this template use shipping address instead of billing?
Squarespace's customer export includes shipping address fields by default. Billing address is not part of the standard export format.
What about order and transaction data?
This template maps contact fields only. Order count and total spend appear in the export but don't have default Salesforce fields. See 'Columns we don't use' below.
Will this create duplicate leads in Salesforce?
Salesforce checks for duplicates based on your org's matching rules. Review your duplicate settings before importing to control how matches are handled.
