Mass convert Leads in Salesforce

Step 1: you’ll first need to extract the leads using a SOQL query. To do this, click on Get Data button in XL-Connector, and run a query similar to the following (you’ll probably need to add some of your own filters to pull only the Leads you need to convert):

You should get something similar to the following:

Step 2: Convert Leads: To convert some of the leads, select the rows containing them, and click on Convert Leads. To convert all leads in the spreadsheet – click on Convert All Leads. Don’t forget to set the values in the Lead Status column to a status that is set as ‘Converted’ in your Salesforce.com instance:

Step 3: As a minimum, you’ll need to select which of the columns contains Lead Ids and Lead Statuses. Optionally, you can have a column of Account Ids and a column of Contact Ids in your data. Rows with Ids of existing Accounts and/or Contacts will be converted to the specified Accounts and/or Contacts, for rows without the Ids there – new Accounts and Contacts will be created. If you don’t have a column of Account and/or Contact Ids – they will be created for all records.

You can also map the Contact object fields to the data in your spreadsheet. This will allow to set such things as the Record Type Id for the Contact records as well as populate custom fields on the Contact object with data from the converted leads:

Step 4: Click Go to convert all of the selected Leads. You’ll receive the conversion results on the right from your data, one column over: