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I want to import my customer list but I'm not sure what the correct ordering of fields should be. Is there a CSV template I can use to export my data and then import it into Salesforce Essentials?

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There's no standard, right or wrong template as such. It all depends on what data are you dealing with. If you are looking to standardize it within your organization, you can consider what are important fields that you want to import in your Contact.

When it comes to ordering of the field, again there's no order as such which has any impact on the load process itself but you may still want to group the fields logically. Say Name fields first, then contact information viz., address, email, phone, etc. and then all other information. In the template that you will use you would not want say FirstName as in first column of your CSV and LastName as somewhere else. A good way to achieve this would be to have columns in the same flow as they appear on your page layout.

Furthermore, ordering is relevant on any relationship which ties your Contact being loaded to any other entity, say Account or any other object. In that scenario you definitely want to load say Account records first, so that you can have a reference of that Account during your Contact load.

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    One additional note: To avoid having problems with mapping, it makes sense to just use the field names that Salesforce uses in your CSV Header. See the account fields and contact fields documentation in Trailblazer.
    – Scott C Wilson
    May 5, 2018 at 18:41
  • +1 that will definitely be less error prone too and less chance of missing some obvious fields.
    – Jayant Das
    May 5, 2018 at 20:57

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