Import Wizard

Importing Contacts

Before you start an import, it’s important that you decide how you want to find your duplicates and how you want to merge them. The import wizard uses the filters and automation rules that you have already created. If you prefer different criteria, you must create the filters and rules before you start importing.  Watch […]

Importing Accounts

Before you start an import, it’s important that you decide how you want to find your duplicates and how you want to merge them. The import wizard uses the filters and automation rules that you have already created. If you prefer different criteria, you must create the filters and rules before you start importing.  Watch […]

Importing Leads

Before you start an import, it’s important that you decide how you want to find your duplicates and how you want to merge them. The import wizard uses the filters and automation rules that you have already created. If you prefer different criteria, you must create the filters and rules before you start importing.  Watch […]

Importing Records

Before you start an import, it’s important that you decide how you want to find your duplicates and how you want to merge them. The import wizard uses the filters and automation rules that you have already created. If you prefer different criteria, you must create the filters and rules before you start importing.  Watch […]

Associating a Salesforce Campaign with Imports

Scenario: You would like to import a list of new Contacts and Leads, associate them with a Salesforce campaign upon upload, and “update” the duplicate records already in Salesforce with any additional info. How can you do this? Answer: You can easily scan Contacts then Leads and associate them with a Salesforce campaign using the […]

Adding & Updating Import Fields

Scenario: You’re using the import wizard. For those that are duplicates, you want to add new information and update blank fields. Solution: You can add new information on an import file in a couple of ways: If the added information is standard across all records, such as Lead Source, select the field on Step 3 […]

Inline Editing

Do you utilize the convenience and power of inline editing? The inline editing feature can be found throughout Cloudingo – inside the merge grid, within converting tables, and in the Import Wizard. An example of when inline editing can be helpful is if you have two duplicate records but you notice that all three have […]

Exporting Import Wizard Results

You may export your CSV file on Tab 4 and Tab 6 of the Import Wizard. On Tab 4, a list of selected records can be re-exported into a CSV file by selecting the records and clicking the Export button. If you have made any changes to your file during this step you may want […]

Import Create Date

Cloudingo assigns a temporary create date as the beginning of time to records being imported. Therefore records being imported are recognized as the Oldest Created record. However, when merging these records, Salesforce will preserve the Oldest Create Date of the record already existing in Salesforce and not the import record.

Rescanning Imports

The Import Wizard allows you to perform multiple passes or scans in order to push the cleanest data possible to Salesforce. From Tab 6 you have the ability to select to go back to Tab 5. From Tab 5 you may select different filter criteria to scan your import file against to find duplicates in […]

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