Salesforce Integration

Import Users to Salesforce

To import your Auth0 users into Salesforce:

Create a User Data File

Start by navigating to the Extensions section of the Dashboard and open the User Import / Export Extension. On the extension page, select Export from the menu.

Next, set the Export Format to the required file format. Salesforce accepts file imports in CSV format so choose the Tab Separated Value file (*.csv) option.

User Import/Export Extension Format

At the top in the Fields section, provide a User Field and Column Name for each user attribute to include in the export. For example:

User Field Column Name
email Email Address
created_at Created At
given_name First Name
family_name Last Name

User Import/Export Extension Fields

After adding the user fields, click on the Export Users button to start the export. Once the export is complete, download the CSV file to use in the following section.

Import a User Data File

Before you begin, make sure your Salesforce account has the required user permissions to import records.

To import your CSV file into Salesforce, follow these steps:

  1. Login to Salesforce.

  2. Navigate to Setup and open the Data Import Wizard.

  3. Click Launch Wizard.

  4. Configure the import and select your CSV file to upload using the fields provided.

  5. Click Next.

  6. On the Edit Field Mapping page, map your CSV file's data fields to Salesforce data fields. Click Next to proceed.

  7. After you've verified the information on the Review page, click Start Import.

  8. Check out the Recent Import Jobs tab on the Data Import Wizard home page for updates on the status of your import.

That's it! You successfully imported your Auth0 users into Salesforce.

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