How to export data from Salesforce to import into Affinity

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Brian Lee
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For clients looking to migrate data from Salesforce to Affinity, follow the steps below to seamlessly export data from Salesforce in one single file rather than multiple files.

  1. In your Salesforce instance, click on Reports.
    1_click_on_reports_tab.png

  2. Click New Report in the top-right corner.
    2_click_new_report.png

  3. Under Select a Report Type, click the dropdown arrow next to the Report Type of your choice, then click Start Report.
    3_click_start_report.png

  4. Under Columns on the left sidebar, select which columns to include in your report. Then, click Save & Run in the top-right corner.
    4_click_save_and_run.png

  5. Enter your Report Name and click Save.
    5_enter_report_name_and_save.png

  6. In the top-right corner, click the drop down arrow next to Edit and click Export.
    6_click_edit_then_export.png

  7. Export as Details Only. Make sure Excel Format .xls or .csv is selected as the Format, then click Export.
    7_choose_details_only_then_click_export.png

  8. Now that you have the exported file from Salesforce, follow these articles below to start the import process into Affinity:

    1. Cleaning up your data before importing into Affinity

    2. How to import your data into Affinity

    3. Viewing your data import history

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