The Importr module allows users to copy data between Salesforce Objects. It prevents duplicates from being created in the target Salesforce object as a result of import by updating existing records when information is found in another object data source.
Note: Importr can also be used to import or mass update from CSV. Learn more: Import data from CSV files
Access the feature through Importr > Data Source > Object
General
Create dataset dialog will appear. Specify dataset to import from and a dataset to import to and a title,
Fields
Control the mapping of fields on a cross-object transfer. Field mappings can be configured to point a source object's fields to a target object's fields to transfer data. Ie, mapping a Lead object's Name field to a Person Account object's Name field.
Update Rule
Associate an update rule to the Importr Dataset in order to control how fields in the target object are updated with fields from the source object. Learn more about Merge Rules
Matching Model
Control the matching model algorithm that determines how records are identified as an update or a new record creation. Learn more about Matching Models
Transform
Apply a transform rule that modifies field values as records are being transferred between objects. Learn more about Transform Rules
Mass Actions
After a dataset is created, records will be grouped into two sections - Unmatched records and Matched records.
Records can be reviewed, copied from source to target dataset individually or en-mass.
Mass Actions allows for the following actions:
- Mass Import - Copy unmatched source records from source dataset into target dataset, this action will create new records in the target object
- Mass Update - Update existing records in the target record with values from the source record using the merge, transform and field mappings defined in the dataset configuration menu
Learn more:
Working with Imported CSV Records