---
title: "Configure data import"
slug: "configure-data-import"
updated: 2026-01-07T15:48:22Z
published: 2026-01-07T15:48:22Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gong.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure data import

> **Who can use this**: Tech admin
> 
> **Available on**: Any Gong plan

Choose which CRM data should be made available in Gong. Data that you import can be added to various boards, used in the search filter, and provide context to Gong activities such as calls. See [supported field types](/v1/docs/salesforce-fields-the-integration-user-needs-access-to#permissions-required-for-fields-in-each-object) for a list of field types that are supported in Gong.

Some Salesforce fields may have slightly different names when they are shown in the Deals board.

Importing Salesforce data allows reps to:

- Search for calls that match your Salesforce attributes in the Search page
- Work with Engage
- Build deal and forecast boards
- View deals information in the Accounts page
- Drill down to monitor changes in the account timeline (for Opportunity fields set to track changes)

> [!NOTE]
> Note:
> 
> - Make sure that the user that connects to Salesforce has [access to all fields](/v1/docs/salesforce-fields-the-integration-user-needs-access-to) you want to import.
> - We recommend importing up to 50 fields per object so as not to impact performance.

![Salesforce data import settings](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/dataImportTab.png)

1. Go to **Admin center**> **Settings** > **CRM** > **CRM settings**
2. In the Salesforce integration page, go to the **Data import** tab.
3. Select the fields in the Account, Contact, Lead, and Opportunity entities you want to import.
4. Mark **Create placeholder** next to any CRM field you want to use as a field placeholder to personalize activities such as Engage emails.
5. Mark **Track changes** for any CRM field you want to follow over time. Gong keeps a history of the field so you can see what changed and when. In [playbooks](/v1/docs/create-and-manage-playbooks), users can see when fields were last updated.

The different values are shown in the account timeline and account page.

> [!NOTE]
> Note:
> 
> This step requires field history tracking to be configured in Salesforce. For details, see [Field History Tracking](https://help.salesforce.com/articleView?id=tracking_field_history.htm&type=5) and [Track Field History for Custom Objects](https://help.salesforce.com/articleView?id=tracking_field_history_for_custom_objects.htm&type=5) in Salesforce. For formula fields, refer to [Unable to track Field History of Formula Fields](https://help.salesforce.com/articleView?id=000313066&type=1&mode=1). Ensure that you select **Set history tracking** and then select **Track old and new values** for each field.
6. Click **Save**.

Once you have set up the fields to import, the **Import status** section is displayed in the **Connection**tab. This shows when the last update was made in the CRM and when the Salesforce data was last imported to Gong. If there are problems in importing data, you may see this here.

![Import status](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/ImportStatusSalesforce.png)

A team member who manages and configures the Gong platform and handles CRM integrations, user provisioning, permissions, and system settings. [Find my Tech admin](/v1/docs/find-your-technical-or-business-admin).

Access to this feature depends on your [assigned seat](/v1/docs/plans-and-seats).