FAQs

Does the import wizard have any limits?

The import wizard is the best way to add and update records in Campaign Monitor.

Error handling is easy in the wizard. We display the status of the run as a badge (completed, scheduled, failed, etc). Click the action menu next to the badge to View Results. You can also check the maintenance logs if you are an app admin. 

There are some limitations to the import wizard worth noting:

Record Limit: If you are using a Salesforce report, then you will be limited to 50,000 records. This is the same limit you will run into if you attempt to add more than 50,000 records to a Salesforce campaign. In practice, this limit can generally be easily worked around.

  • Consider adding more filters to reduce the records in the report. For example, if you are scheduling the import then it is likely that records will not have changed since the previous import. You could filter your report to only include recently modified records.
  • Making reports as efficient as possible also helps when the import wizard runs. Use the tabular format and only include the columns you need to map. Do not include groupings or totals.
  • For your initial import, directly import the report (as a csv) into Campaign Monitor (i.e., outside of Salesforce). After that initial import via CSV, you can filter your Salesforce report to only include records  modified in the last 24 hours. Use that report as your on-going import source.

Corrupted reports: Salesforce reports can become corrupted, though it is rare. This is not easy to spot within Salesforce. If the notes above do not solve an issue with an import not working, then consider creating a new source report from scratch. 

Using other import sources:

  • If your import is quite basic (and you are not using Salesforce Professional Edition), you can use a list view.
  • Or if can write SOQL statements, you can use this as an import source.

Missing members after an import? Visit our troubleshooting guide

Learn more about the Campaign Monitor for Salesforce Import Wizard

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