Import CSV Files
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 st...
Thu, 20 May, 2021 at 9:46 AM
Accessing Importr
Importr can be accessed from the link in the dashboard or from the Navigation menu on the left side of the screen.     You can also jump directly into a specific import by selecting it from the Navigation menu.    
Mon, 27 Sep, 2021 at 5:27 PM
Working with Imported CSV Records
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...
Tue, 17 May, 2022 at 10:21 AM
Exporting Records
In some cases users desire to export the analysis done by Importr back to a CSV. The Export Records option is accessible from the dataset extended menu. Clicking on Export Records brings up the dialog shown below.       Select the appropriate options and press the Next and then press Confirm in the next di...
Wed, 30 Jun, 2021 at 12:52 PM
Removing a Dataset
Once your data has been imported you can remove a dataset from the Importr dashboard.  To do this, select Remove from the options menu to permanently delete the dataset.
Tue, 15 Feb, 2022 at 8:56 PM
Mass Verify Email, Phone and Address in CSV
Importr module allows to verify email, phone and address prior to importing or updating Salesforce records. Start by selecting the Mass Verify option from the importr dataset. In the dialogue window, you can select the records that will be verified. Also, you can exclude or include fields that will be...
Tue, 15 Feb, 2022 at 8:54 PM
Transform Records in CSV
Importr module allows to transform values before importing to Salesforce. Start by selecting the Transform to update individual records or Mass Transform option to update records in bulk from the Importr dataset. In the dialogue window, you can select the records that will be transform. Also, you can e...
Tue, 29 Mar, 2022 at 8:49 AM
Mass Update Matched Salesforce Records
CSV records which were identified as duplicates to Salesforce records can be used to update Salesforce en masse.  To do this, press the MASS UPDATE button.  In the displayed window, drag bar to select the minimum match confidence level to use as a basis for the mass update. Then choose the preferred method...
Tue, 15 Feb, 2022 at 9:23 PM