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Categories Salesforce
Created by Chris Quigley
Created on Oct 5, 2026

Add contact support to the Salesforce CSV import

What is the challenge?
  • The Salesforce CSV import creates proxy votes at scale and links them to Salesforce records and Aha! organizations, but it does not create or link contacts. Customers cannot associate imported proxy votes with the Salesforce contacts who provided the feedback in a single import.

What is the impact?
  • Customers must complete a multi-step workaround: import Salesforce accounts and contacts, import proxy votes using the Salesforce CSV import, then export those votes and run a separate votes import to associate contacts. This adds manual effort and increases the risk of errors. Without these additional steps, imported feedback lacks the contact-level context available in Salesforce.

Describe your idea.
  • Add contact support to the Salesforce CSV import so customers can import proxy votes, organizations, and associated contacts together.

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