DataGroomr Support

Once a CSV file is analyzed, you have many options to work with the data in DataGroomr. DataGroomr will create four 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 ...

In some cases, users may wish to export the analysis performed in Transfer back to a CSV file for use outside of DataGroomr. The Export Records option is accessible from the dataset’s extended menu. Step 1: Choose Which Records to Export Clicking Export opens the Export records dialog. Select which records you...

Dataset configuration controls aspects of which data is displayed, how duplicates are detected and what happens when duplicates are merged. To configure Transfer datasets, the configuration is accessible from the Transfer dashboard and within the review panel only after you have selected data to upload.   ...

In addition to importing records and choosing whether to Create, Update, Verify or Transform records, Importer can be used to delete records in Salesforce from an import file.  First, create a new Transfer dataset. Generally this can be a CSV file containing a list of records that you wish to remove from Salesf...

Transfer module allows to verify email, phone and address prior to importing or updating Salesforce records. Start by selecting the Mass Verify option from the Transfer dataset. In the dialogue window, you can select the records that will be verified. Also, you can exclude or include fields that will b...

Transfer module allows you to transform values before importing to Salesforce. You can also use the AI Assistant to generate transform rules quickly from natural-language prompts.  Start by selecting the Transform to update individual records or Mass Transform option to update records in bulk from the Transfer ...

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, use the dual match-confidence slider to set a minimum and maximum confidence range to use as the basis for the mass update. T...

Once your data has been imported you can remove a dataset from the Transfer dashboard.  To do this, select Remove from the options menu to permanently delete the dataset. Transfer datasets can also be removed en-masse using the list view and selecting on multiple datasets using the checkboxes then clicking on t...