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Browse by category
Getting Started
Get set up with Cloudingo including how to dedupe and where to start
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Import
Upload .csv files to Salesforce and check for duplicates beforehand
Dedupe (Merge)
Learn about setting up filters, rules, and merging duplicate records
Convert
How to convert Leads into existing or new Contacts and Accounts
Data Maintenance
Update unique records, update matching records, delete records, and validate addresses
Quick Search
Do a quick search to find and merge records
Find Data
Match data on a .csv file to records in Salesforce and pull back additional data
Undo & Restore
Backup your data before processing jobs & rollback jobs done in error
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Reports
Keep track of your progress with Cloudingo's built-in reporting
Users
Manage users and permissions for Cloudingo
Account Settings
Manage the Cloudingo username/password, objects, owner mappings, and run window/throttle settings
Integrations
Configure and manage API webservice, callback, and Marketo integrations
Quick Links
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Watch on-demand to learn how to get started with Cloudingo.
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See the latest enhancements and newest features.
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Get help and troubleshoot any problems with our team.
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