Operelio
WooCommerceSalesforce

How to import WooCommerce into Salesforce Leads

10 of the 15 columns in a WooCommerce 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 WooCommerce export first

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

One WooCommerce row, through the templatecopied as it ischanged on the way
  • first_name to First NameKaren
  • last_name to Last NameWilson
  • email to Emaillowercasedkaren.wilson@westmarch.example.com
  • billing_phone to Phone+44 20 7946 0984
  • billing_company to CompanyWestmarch Trading
  • billing_address_1 to Street5 Canal Walk
  • billing_city to CityBirmingham
  • billing_state to State/ProvinceWest Midlands
  • billing_postcode to Zip/Postal CodeB1 2HP
  • billing_country to CountryGB
Not imported: shipping_address_1, shipping_city, shipping_state, shipping_postcode and shipping_country. The template leaves these out; map any to a custom field in Operelio.

Check your WooCommerce export before you import it

Looks for the 10 columns this template reads, and what Salesforce would skip.

Drop your WooCommerce CSV here

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

WooCommerce to Salesforce in three steps

Step 1Export from WooCommerce

Core WooCommerce's only customer download is the Customers report under Analytics, which uses different column names. This template reads the column names WooCommerce's Customer / Order / Coupon Export extension writes, such as first_name and billing_phone.

  1. Install WooCommerce's Customer / Order / Coupon Export extension.
  2. Go to WooCommerce, then Export.
  3. Choose to export customers in CSV format.
  4. Run the export and download the file.
WooCommerce: Customer / Order / Coupon ExportWooCommerce: Customers report
Step 2Paste into the template
  1. Paste the export at A1 of Paste WooCommerce export here.
  2. Start here checks all 10 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 WooCommerce's export fill Last Name and Company, which Salesforce requires?

Last Name comes from WooCommerce's last_name column; Company comes from WooCommerce's billing_company column. The checker above counts the rows with Last Name or Company blank.

What about WooCommerce order data?

This template maps the customer's contact details and billing address. Order history is not part of it; bring it in from a WooCommerce order export if you need it.

Duplicates and undoing an import: Salesforce import questions.

Try this template free

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

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