Import Wizard

Import Templates (Rapid Import)

Note: Import templates are part of Cloudingo’s Rapid Import feature, available with an Enterprise license. Import Templates allow you to configure specialized settings relative to your specific import process so […]

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 […]

Importing Accounts

Before you start an Account import in Cloudingo, it’s important that you decide how you want to find your duplicates and how you want to merge them. The import wizard […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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