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CSV Cleaner for Salesforce Import

Get your data import-ready for Salesforce Data Loader.

Salesforce Data Loader and Import Wizard require clean, consistently formatted CSVs. Duplicate records, wrong column names, and mixed-case field values all cause import errors or dirty data in your org. Tabular preps your file in seconds.

Common Salesforce CSV problems

These are the formatting issues that most often break Salesforce imports — and the ones Tabular is built to fix.

  • Duplicate records that create duplicate leads, contacts, or accounts
  • Column headers that don't match Salesforce API field names
  • Inconsistent State and Country values (e.g. 'CA' vs 'California' vs 'california')
  • Mixed case in name and company fields creating messy records
  • Extra whitespace in email or phone fields breaking deduplication

Frequently asked questions

What CSV format does Salesforce Data Loader require?

Salesforce Data Loader requires CSV files with column headers that match Salesforce API field names (e.g. 'FirstName', 'LastName', 'Email', 'AccountId'). Use Tabular's Rename Columns tool to match your headers to Salesforce field names before importing.

How do I remove duplicate records from a Salesforce import CSV?

Upload your CSV to Tabular and use Remove Duplicate Rows, selecting the email or ID column as the deduplication key. This prevents creating duplicate leads or contacts when using Data Loader.

Why does Salesforce reject my CSV import?

Common reasons: column headers don't match API field names, required fields are empty, values exceed character limits, or IDs are formatted incorrectly. Use Tabular's CSV Validator to detect issues before importing.

How do I fix inconsistent state and country values for Salesforce?

Use Tabular's Find & Replace tool to standardize values — for example, replace all instances of 'California' with 'CA', or normalize country codes to match Salesforce's required format.

Can I use Tabular to prep a CSV for Salesforce Import Wizard?

Yes. Salesforce Import Wizard has the same column header and formatting requirements as Data Loader. Clean your CSV with Tabular first, then upload it through the Import Wizard in Salesforce Setup.

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