Import leads from Salesforce

Export Salesforce report results as CSV for Pamphlet import.

Steps

1. Create or open a report with leads or contacts and required columns
2. Export the report as CSV
3. Open Prospects import in your Pam Pod workspace
4. Map Salesforce columns and resolve duplicates with the preview step

Use report export for repeatable migrations. Validate email formatting before import to reduce row errors.

Expected result

Imported leads appear in CRM with mapped Salesforce columns preserved in source metadata.

If something goes wrong

Validate email formatting in the report export before import to reduce preview errors.

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