Export Your Salesforce Contacts to Ovalead in 5 Steps

Pick the right export method

• Salesforce Reports (UI directly) — for < 50,000 rows. The simplest.
• Data Loader (official desktop app) — for < 5 million rows. Recommended for most cases.
• Bulk API + script — for volumes > 5M or automated exports. For tech profiles.

This article covers the Reports method (the most accessible). For the others, see our detailed Salesforce integration article.

Step 1 — Create a Salesforce Report

1. Salesforce → Reports tab → New Report
2. Pick the type: Contacts & Accounts (or Leads depending on what you're enriching)
3. Click Continue

Step 2 — Configure the columns

Add these columns from the Outline panel on the left:

• Contact ID (or Lead ID) — reconciliation key, mandatory
• First Name, Last Name
• Email
• Title (current role)
• Account Name (company)
• LinkedIn URL if you have a custom field

Add filters if needed: for example, "Last Activity Date" < 6 months ago to surface only inactive contacts.

Step 3 — Export to CSV

1. Save the report (disk icon)
2. Click Export (top right)
3. Pick Details Only (not Formatted Report, which adds headers)
4. Format: Comma Delimited (.csv) with UTF-8 encoding
5. Click Export — the file downloads directly

Step 4 — Import into Ovalead

1. Ovalead → New job
2. Drag-and-drop the CSV
3. Verify that linkedin_url is correctly mapped. If Salesforce doesn't have a LinkedIn field, Ovalead falls back to a name + company search (less precise)
4. Check Also enrich the company if desired
5. Run the scan

Step 5 — Get the result and re-import

When the scan finishes, export the Ovalead CSV. To re-import into Salesforce:

1. Salesforce → Setup → Data Import Wizard (Lightning) or Data Loader (legacy)
2. Type: Update existing records
3. Match on Contact ID (or Lead ID)
4. Map the trace_* columns to your custom fields
5. Run the import — Salesforce updates without creating duplicates

Tip — create 4 Ovalead custom fields in Salesforce

Before re-importing, create these fields on the Contact (and/or Lead) object:

• trace_last_scan (Date)
• trace_status (Picklist: updated, job_changed, email_invalid, not_found)
• trace_email_score (Number 0-100)
• trace_job_changed (Checkbox)

These fields become your native Salesforce filters and let you automate via Workflow Rules: e.g. "If trace_job_changed = true, create a Task for the AE."