Once a CSV file is analyzed, you have many options to work with the data in DataGroomr.
DataGroomr will create three buckets for each import.
- 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
Unmatched records can be imported individually or en masse. To individually import records, select them and then press REVIEW button and then the IMPORT button to perform the actual import.
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 Duplicate Group Review).
- Update – click any field in the CSV record to copy the value to the corresponding field in the Salesforce record. Press the Update button to update the Salesforce record.
- Import – occasionally you may still want to import the duplicate record. To do this, press the Import button.
You may also update any duplicate salesforce records en masse. To do this, press the MASS UPDATE button.
Note: The mass update will only update empty fields in the Salesforce record with a value from a corresponding field in the CSV. It will not overwrite any fields where a value already exists.
DataGroomr has the ability to verify certain fields including phone numbers, emails and mailing addresses (requires Credits - see Manage Credits) . To do this, select one or more records and press the REVIEW button. You may verify the entire row or data within an individual cell by clicking on the label.