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. Learn more about Working with Import Files,