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Import contacts through integrations using Salesforce plugin

Moosend allows you to move your Salesforce contacts to our platform using the Salesforce plugin. You can transform your existing Salesforce contacts into recipients of your Moosend email marketing email lists.

Note: Another way to access this plug-in is through Bulk actions.

To import Salesforce contacts through integrations:

  1. In the top navigation bar, click Account_icon.png and click Integrations.NEWIntegration.png
  2. On the Integrations page, find Salesforce and click Select.NEWListIntegrations.png
  3. On the Choose email list dialog, select the email list that you want to add your Salesforce contacts to and then click Continue.
    NEWSelectemail.png
  4. Click Login with your account and enter you Salesforce credentials.NEWLoginSalesforce.png
  5. Click Allow to complete the authentication step.
    NEWAllowaccess.png
  6. On the Data selection tab, select how you want to import your subscribers' data:
    • No, import everything - imports all the fields in your subscribers list.
    • Yes, I want to import only specific fields - select which contact fields to import.NEWSelectSFfields.png
  7. If you have the consent from from an external source, select Yes, add them as verified, I do have consent from these members and click Next.
  8. On the Data Mapping tab, click the drop-down list in each column and select which field to map your uploaded data to and click Next.
    Note: When mapping your data to a field, you can select any default or existing custom field, or you can create a new custom field in each column.
    NEWDatamapping.png
  9. If you have not mapped all uploaded data to their corresponding fields, a pop-up message asks you to confirm that you want to ignore any unmapped columns. Click Ignore and continue.
  10. On the Notification tab, select your preferred import completion notification and click Import.NEWSaleforceNotif.png
  11. A pop-up message indicates that import operation has been successfully queued. To view a report of the import operation, click Go there.NEWGothere.png
  12. Click View reports to see the details of when the import operation started or finished, how many members were added, updated, or ignored.NEWViewreports.png