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How to transfer contacts from Mac OS X to SalesForce Lead Import

Mac OS X
SalesForce Lead Import

Transfer contacts from your Mac OS X to the cloud server

In our guideline we will introduce PhoneCopy.com service which supports many phones from almost all manufacturers, including Mac OS X, and can be easily used to synchronize data between two or more devices.

Download PhoneCopy for Mac to your Mac, which you can download free of charge. After downloading and installation, go through following steps.

Start PhoneCopy for Mac Choose Log into an new account

Choose your username and password, fill email address and captcha and press Sign UP. Press Synchronize.

Type in your username, password and captscha Select sync direction

Select synchronization direction. Press This device -> server

Sync in progress

Your contacts will be synchronized in few seconds.

Sync in progress Sync in progress

And now it's time to transfer data to your SalesForce Lead Import

How to import contacts to Salesforce.com

Log in to Salesforce.com and at Home tab click the PhoneCopy Lead Import link.

Home page

Fill in your PhoneCopy username and password and click at "Connect to my PhoneCopy profile".

Login

Choose if you want to import your phone book data daily or just once and press "Start" button.

Import

Your contacts from PhoneCopy will be imported in a few minutes as Leads to salesforce, to check it, open "Leads" and click to "Go!"

Leads

Imported data:

Imported data

Once everything is done, check your data on the web. Login to PhoneCopy webpage and you will see brief review of all data transferred from your device. With another mouse click, you can review the change of each particular item.

Some additional tips:

On your online account, you will see full history of your contacts, as well as the data that you've deleted in between the synchronizations. You can find them in an archive from where you can restore them. And if this is still not enough of a backup for you, you can download a CSV file, that you can store in your computer.