Importing from Salesforce to Klenty


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.
To import from Salesforce:
1.      In your Klenty account and go to Prospects -> Add prospects -> Salesforce.
2.      Select the Report you want to import from the drop-down box.
3. You can add the prospects to a List or Tag and click on Import.
Import options:
Toggle on Auto import to automatically add prospects to Klenty when the Imported filter is updated. (Note: we check for updates from your Salesforce report every 6 hours.)
Import prospects to Klenty using CSV, Google Sheets, CRM, or manually.

Before you begin

Make sure your CSV has the prospect details separated in columns for each field. Each column should have a header.
1.      In your Klenty account and go to Prospects -> Add Prospects
2.      In the Import from CSV tab click on the box to upload, or drag and drop the file you want to import.
3. Klenty will automatically map the column headers with prospect fields. Make sure you verify that your CSV headers are mapped to the correct prospect fields in Klenty. These can be used as placeholders in your email templates to personalize each email.
Note: If you can’t find a prospect field to map your CSV columns to, you can create a outreach email
4. You can assign Tags or add to a List here to categories the prospects in your Klenty database. You can create or choose from your existing tags/lists or use a column from your CSV file.
5. Enable Update Duplicates if you need to update prospects already added to your Klenty account.





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