DataGroomr Support

The Transfer module allows users to load spreadsheets (CSV files) and then compare them to existing data in Salesforce in order to identify and prevent duplicates from being imported. Since this process identifies duplicates, it can also be used to update or enrich existing Salesforce records with the data from CSV...

The Transfer 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: Transfer can also be used to import or mass updat...

Data sources for CSV file import can originate from a local device, Salesforce, SFTP or from an AWS S3 storage. The import process is initiated by first clicking on the Data Source dropdown, select the Target Object that you wish the CSV data to be imported into and a Title for the Dataset. Dates are automatically ...

Transfer dashboards provide a status overview of your datasets, or sets of data uploaded or to-be uploaded into Salesforce. Dataset Navigation Create your own dataset from the "+ ADD DATA SOURCE" button. More about working with Transfer Datasets Within each dataset, you will see an overview ...