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Salesforce ‘s Data Import Wizard has specific but poorly documented CSV header requirements that often cause bulk contact import failures due to formatting mismatches.
Here’s how to automatically handle proper header formatting and eliminate the guesswork around field naming conventions.
Automate proper CSV header formatting with Coefficient
Coefficient eliminates header formatting guesswork by automatically using correct Salesforce API names and handling special characters, spacing, and case sensitivity requirements.
How to make it work
Step 1. Connect to Salesforce and export field structure automatically.
Use Coefficient to browse your Contact object and export field selections. The system automatically uses correct Salesforce API names like “LastName” instead of display names like “Last Name”.
Step 2. Handle custom field suffixes and special formatting automatically.
Coefficient properly formats custom field names with required suffixes (e.g., “CustomField__c”) and handles special characters that often cause manual CSV creation to fail.
Step 3. Manage related object references with proper syntax.
For lookup fields, Coefficient uses the correct format like “Account.Name” for account references instead of incorrect variations that cause import failures.
Step 4. Validate header format before processing bulk imports.
The preview functionality shows you exactly how your headers will appear in Salesforce, catching formatting issues before they cause import failures. This includes proper case sensitivity and spacing requirements.
Step 5. Create reusable templates with guaranteed formatting accuracy.
Save your properly formatted field configurations for future use. This ensures consistent header formatting across different contact import projects and eliminates recurring formatting errors.
Never worry about header formatting again
This automated approach eliminates the common cycle of import failures due to header formatting issues and creates reliable templates that work consistently. Start creating properly formatted contact import templates.
