WooCommerce
Salesforce Leads10 fieldsHow to import WooCommerce data into Salesforce Leads
Move your WooCommerce customers into Salesforce. This template maps the billing fields to Salesforce lead properties. Two things to know before you start: Salesforce requires LastName and Company on every lead, and WooCommerce customers often have blanks in billing_company. The Before you start section below explains how to handle both.
Field-by-field mapping
This is the complete column mapping from WooCommerce 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. WooCommerce exports the column, but customers who checked out as guests sometimes 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.
- Company
Salesforce requires Company on every lead. Most direct-to-consumer WooCommerce customers don't fill in a company at checkout, leaving billing_company blank.
What to do. Before upload, fill blank billing_company cells with a placeholder like 'Individual'. Or set a default Company in Salesforce after import using bulk-edit on the new leads.
| WooCommerce column | Salesforce Leads field | |
|---|---|---|
| first_name | First NameFirstName | |
| last_name | Last Name*LastName | |
| Email TransformLowercased and trimmed | ||
| billing_phone | Phone TransformStandardized to international format (+1, +44, etc.) | |
| billing_company | Company* | |
| billing_address_1 | Street | |
| billing_city | City | |
| billing_state | State/ProvinceState | |
| billing_postcode | Zip/Postal CodePostalCode | |
| billing_country | Country |
Required by Salesforce Leads.
Columns we don't use
Your WooCommerce export includes 7 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Salesforce Leads.
- shipping_address_1, shipping_city, shipping_state, shipping_postcode, shipping_country
WooCommerce exports a full shipping address block alongside the billing block. Salesforce's Street, City, State, PostalCode, and Country fields already hold the billing address from this template.
If you need it. If shipping is the more useful address, swap the mapping after upload: send shipping_address_1 to Street, shipping_city to City, and so on. To keep both, add custom address fields on the Lead layout (Shipping Street, Shipping City, etc.) and re-run this template.
- order_count
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_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.
Formatting and cleanup
WooCommerce 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 underscore-style billing columns (e.g. 'billing_company') to Salesforce field names
- 4.Uses billing address as the primary address (see 'Columns we don't use' for the shipping address swap pattern)
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your WooCommerce export and download a clean, import-ready file for Salesforce Leads.
WooCommerce to Salesforce Leads FAQ
How do I export customers from WooCommerce?
In your WordPress admin, go to WooCommerce > Customers, then click the Download button at the top-right of the page to export to CSV. You can also use WooCommerce > Reports > Customers for the legacy export view.
Can I use shipping address instead of billing address?
Yes. See 'Columns we don't use' below for the swap pattern (send shipping_address_1 to Street, shipping_city to City, and so on).
What if billing_company is blank for some customers?
Salesforce requires Company on every lead. See the Before you start section above for the workaround.
What about WooCommerce order data?
Order count and total spent appear in the export but don't have default Salesforce fields. See 'Columns we don't use' below.
Why do column names use underscores?
WooCommerce exports use names like 'billing_company' and 'billing_phone'. This template renames them to match Salesforce field names.
