DataGroomr’s task management module, SCHEDULR gives users the ability to automate certain tasks. From the SCHEDULR dashboard, you can:
- Add a new job (see below)
- Run a job on-demand - Select a job from a list and press Run button to start
- Edit a job - Select a job from a list and press Edit button to open editing window
- Delete a job - Select a job from a list and press Delete (trash) button
- Disable a job - A job can be activated/deactivated by selecting it from a list and pressing the Toggle button.
Adding Jobs
Schedulr support multiple types of jobs that can be fully automated, that includes
- Analyze - analyze data for duplicates and data quality
- Mass Merge - mass merge duplicates
- Mass Convert - mass convert leads to contacts or accounts
- Mass Delete - mass delete records
- Mass Transform - mass standardize, normalize or update data
- Mass Import - mass import records from Importr dataset
- Mass Verify - mass verify records in Brushr dataset
- Sync To Salesforce - synchronize duplicates with Salesforce
To create a new job, press the ADD JOB button. You will be prompted through a 4-screen wizard.
1) In the first window enter the name of your job and select the type of job in the Action field.
2) The second window will prompt you to configure the dataset that you would like the job to run against, an email address to send the report to, a Match Confidence or the records that have an associated Tag to run the job against.
For the Brushr datasets, you'll be able to select Validity score range or any other Data Quality Models range associated with a dataset.
3) The third window is used to schedule the job and if you wish the job to recur, an interval can be added.
4) The final window is a confirmation screen to review your settings.
Initiate Schedulr Jobs via API
Schedulr Jobs can also be initiated via API callouts, enabling them to trigger scheduled jobs through automation.
Read more about DataGroomr APIs