Import UncoveredList leads into Salesforce

Steps

1. In UncoveredList, export with the format Salesforce (Accounts).
2. In Salesforce Setup, open the Data Import Wizard, choose Accounts and Contacts and Add new records.
3. Upload the CSV and map the columns to Account fields (Account Name, Type, Industry, Billing address, Website, Account Source, Description).
4. Review and start the import. You'll get an email when it finishes.

Source: Salesforce Trailhead: Data Import Wizard. Menus can change, so follow Salesforce's current help if a screen looks different.

Tips

• If Industry or Account Source are restricted picklists in your org, add the values or leave those columns unmapped.
• To update records later, include the Salesforce Account ID instead of adding new rows.

Columns in the Salesforce export

Account Name · Type · Industry · Billing Street · Billing City · Billing State/Province · Billing Zip/Postal Code · Website · Account Source · Description

The Notes or description column carries the UncoveredList score, industry, likely coverage lines, any signals, the formation date and the state source link. Every export is business-level public records only. No owner or officer names, phone numbers, or email.

Which plans include it

The Salesforce export is on Pro, Agency, Platinum. Every plan, including Starter (from $89/mo for one territory), exports CSV (all fields), which you can map into Salesforce by hand. See pricing.