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Importing Prospects from Salesforce
Importing Prospects from Salesforce

Instructions on importing from Salesforce to Klenty

Preena Francis avatar
Written by Preena Francis
Updated over a week ago

Before you begin:

  • Make sure your Salesforce account is connected to Klenty.

  • Create at least one Leads or Contacts report in Salesforce that includes the prospects you want to import to Klenty (the type of Salesforce reports Klenty supports are 'Contacts & Accounts', 'Leads', 'Opportunities' only.

To import from Salesforce

  1. In your Klenty account and go to Prospects -> click on the Add Prospects icon at the top right -> select Salesforce.

  2. Select the Report you want to import from the drop-down box. You can also import from the List view in Salesforce.

3. You can add the prospects to a List or Tag

4. Using the 'Assign to' option,

  • You can choose the 'Contact owner' option so that the same owner in Salesforce will reflect in Klenty as the prospect owner.

  • Or you can set the ownership of the prospects to any of your teammates in Klenty.

5. When these are set, you can hit "Start Import" to start importing the required prospects to Klenty.

Setting up Auto-Import

Under Prospects -> Import History, you can view the Salesforce reports you have imported.

Toggle on Auto import to automatically add prospects to Klenty when the Imported filter is updated.

And the frequency of import can be set using the Import frequency option.

Use the Import Now button to import/update prospects immediately, when needed.

For future imports

If you want to make changes to the future imports from the same List or report that was imported before, you can choose the settings option next to the Imported List.

If you want to import the same list or report from the scratch, or have a new field updated, etc, you can choose to remove the existing mapping and import the view or report from Salesforce.

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