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Creating a contact import CSV template requires knowing exactly which field columns Salesforce expects, but the Data Import Wizard makes this unnecessarily complicated through trial-and-error field discovery.
Here’s how to generate accurate CSV templates with proper field headers by accessing your Salesforce Contact object structure directly.
Build your template using direct Salesforce object access with Coefficient
Coefficient lets you browse your Salesforce Contact object to see all available fields and their exact API names. This eliminates guesswork and creates templates that match Salesforce’s requirements perfectly.
How to make it work
Step 1. Connect to your Salesforce org through Coefficient.
Install Coefficient in Google Sheets or Excel, then authenticate with your Salesforce credentials. This gives you direct access to your org’s complete Contact object schema.
Step 2. Browse the Contact object to see all available fields.
Navigate to “Import from Objects & Fields” and select the Contact object. You’ll see every standard and custom field available in your org, including their exact API names and data types.
Step 3. Select fields for your template and export the structure.
Choose the fields you need for your import template. Include required fields like LastName, plus standard fields like FirstName, Email, Phone, and any custom fields specific to your org. Export this selection to create your CSV header row.
Step 4. Save as a reusable template for future imports.
Save this field mapping configuration in Coefficient. You can reuse it for future contact imports from different data sources, ensuring consistent field naming across all your import processes.
Start building better import templates
This approach eliminates the frustration of discovering field name errors after failed imports. You get accurate templates upfront that work reliably with any contact data source. Try Coefficient to streamline your contact import process.
