The IMPORTR module prevents duplicates from being created in Salesforce as a result of importing CSV files. Importr can also be used to update existing records with the data from CSV files. Data sources for CSV file import can originate from a local device, Salesforce, FTP or from a AWS S3 storage. 

 

To start, click on the IMPORTR module then select Data Source > CSV to start the wizard.

 

 

1. Select file for upload and specify target object

Provide a name for your import dataset, the destination object (account, contact, lead,...) and optionally select dataset to compare your data to, it can be all records in an object, specific single object dataset, specific cross-object dataset or None. Click Next to continue.

 

 

2. Map CSV columns to Salesforce fields

On 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.


Note: Importr supports Salesforce Reference fields. They can be populated by either the actual value of the primary field (most commonly Name field) or the Record ID.


Tip: A reference record has to have matching Name, if matching Name is not found during the CSV load process, a user can open that record in the Review window and update the value using inline editing.



 

3. Review settings

The Review page provides an overview of all your selections and allow you to change a Matching Model and Field Value Rule that will be used to determine duplicates. Press the Confirm button to initiate the import and the analysis of the data.

 

 

Duplicate Analysis


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, an import will create new records
  • Matched - matching records found in Salesforce


Note: Unimported CSV records are retained in DataGroomr for up to 30 days. After 30 days, all unimported records expire and will be deleted from the system.



Click on the tile to begin working with the data.  Learn more about Working with Import Files.