---
title: Sync contacts from Salesforce
description: Sync or manually import contacts from Salesforce
---

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1. [Ren Help Center](https://help.rensystems.com/?hsLang=en)
2. [Adding contacts](https://help.rensystems.com/adding-contacts?hsLang=en)

# Sync contacts from Salesforce

To sync contacts and companies you own from Salesforce, navigate to [Settings](https://app.rensystems.com/settings) and under "Connect a new source" click "Salesforce". If you're already logged into Salesforce, you'll see the page quickly reload and then get a confirmation that the account was successfully added.

 

![ConnectSalesforce](https://help.rensystems.com/hs-fs/hubfs/ConnectSalesforce.gif?width=670&height=432&name=ConnectSalesforce.gif)

You may need to first request that your [IT Admin grant permissions](https://help.rensystems.com/grant-access-to-salesforce-sfdc?hsLang=en).

If you cannot enable syncing, you can still export data by following these steps:

1. In Salesforce, click the **Reports** tab.
2. Start a new report by clicking **New Report**. Salesforce refers to prospects as “Leads” and existing relationships or clients as “Contacts.” To export leads, choose the **Leads** report. To export contacts, choose the **Contacts & Accounts** report. Then click **Start Report**.
3. Refine the report using the **Filters** tab. Turn on **Update Preview Automatically** to preview your filtered results. Once you’re happy with the results, click **Run**.
4. Click on ▼ next to Edit, then click **Export**.
5. Click **Details Only**, change the format to **Comma Delimited .csv**, then click **Export**.
6. Navigate to [import in Ren](https://app.rensystems.com/accounts/upload), upload the report file you downloaded, and press **Upload All**.

- [Getting started](https://help.rensystems.com/getting-started?hsLang=en)
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- [Frequently asked questions](https://help.rensystems.com/frequently-asked-questions?hsLang=en)

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