So, I have a CSV file with Contact Names and contact data which is identical to what is in Salesforce. (So, the Contacts already live in SFDC). But, there is no ContactID in the CSV file. Is there any way to match these up so I can then import them into a campaign? Trying to import with Contact Names just creates duplicates.
Thanks for any help!
Hey David, How are you attempting to add the Contacts to the Campaign? Are you using Dataloader? If so, you'll have to have the Contact IDs. (See this article) However, you may be able to get the contact IDs if you build a report in SFDC that has columns for Contact ID, Contact First Name, Last Name, and whatever other data points you have in your original CSV (hopefully Phone or Email are included). Then, in Excel, use a CONCATENATE formula to bunch those data points together, and a VLOOKUP to find matches to your original CSV data (where you also applied a CONCATENATE function). Then you'll have IDs matched to names on your original file and can upload via dataloader.