The IMPORTR module prevents duplicates from being created in Salesforce as a result of importing CSV files. At the same time, it allows you to update your existing records when new or more up to date information is found in the CSV.
To start, click on the IMPORTR module then select IMPORT FROM CSV button to start the wizard.
In the first page, provide a name for your import, the destination object (account, contact, lead) and specify the location of your list file. Click Next to continue.
In the next page, Importr will match the names in the header row of your CSV file to fields in the destination Salesforce object and display them. Any unmapped columns will be marked in red and will not be imported. However, you can manually select a Salesforce field from the drop-down list. When you’re happy with the mappings, click NEXT.
Importr also support Salesforce Reference fields. They can be populating by either the actual value or the Record ID.
Note: If a valid reference is not identified for any record, during the CSV load process, a user can open that record in the Review window and update the value using inline editing.
The final page provides an overview of all your selections….Press the Confirm button to initiate the import and the analysis of the data.
Once the analysis is completed, the Import dashboard will display a tile (or dataset), along with the total number of records and duplicates.
You can very quickly identify whether the CSV list contains any duplicates.
Good to know:
- Unmatched - these records have no duplicates in Salesforce
- Matched - duplicates found
Click on the tile to begin working with the data.
IMPORTR creates three buckets in the list view:
- Unmatched records - records that are not duplicates
- Matched records - records that already have a duplicate in Salesforce
- Imported records – any records imported into Salesforce will move to this bucket
To mass import the unmatched records into Salesforce, click the MASS IMPORT button. You may also assign imported records to a campaign by selecting the Assign Leads to campaign check box and selecting an available campaign from the drop down list.
You can still work with data in the Matched Records bucket. To do this, follow the same procedure as used in TRIMMR (see Getting Started with DataGroomr’s Duplication Analysis). There are two options for matched records:
- Update – update Salesforce record field(s) with values in the duplicate CSV record.
- Import – occasionally you may still want to import the duplicate record. This option will do that for you.