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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Building a comprehensive contact import template means knowing which fields are truly required versus optional, but Salesforce ‘s Data Import Wizard doesn’t clearly show all available fields upfront.
Here’s exactly which fields to include in your template and how to identify custom fields specific to your organization.
Access your complete Contact field list with Coefficient
Coefficient provides direct access to your Salesforce Contact object schema, showing every available field including custom ones that might not appear in standard import wizards.
How to make it work
Step 1. Identify essential contact fields for your template.
Required fields: LastName (the only universal requirement). Highly recommended: FirstName, Email, Phone, AccountId, Title, Department. Address fields: MailingStreet, MailingCity, MailingState, MailingPostalCode.
Step 2. Connect to Salesforce through Coefficient to see all available fields.
Use Coefficient’s object browser to query your Contact object. You’ll see standard fields, custom fields, and their data types all in one view instead of discovering them through failed import attempts.
Step 3. Include custom fields specific to your organization.
Browse the complete field list to identify custom contact fields that may not be visible in Salesforce’s standard import interface. These often contain critical business data that shouldn’t be missed during imports.
Step 4. Create comprehensive CSV headers that accommodate multiple data sources.
Export your selected fields to generate proper CSV headers. This creates a standardized template that can handle contact data from various systems while ensuring compatibility with Salesforce’s field requirements.
Build templates that capture everything
This approach ensures your contact import template includes all necessary fields upfront, eliminating the common issue of discovering missing fields mid-import. Get started with Coefficient to create comprehensive import templates.
