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...
Fri, 23 Jul, 2021 at 5:46 PM
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/Archiving 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 or Archive to hide it but retain for later use.   
Thu, 2 Apr, 2020 at 9:53 AM