Cloudingo Help

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Get set up with Cloudingo including how to dedupe and where to start

Upload .csv files to Salesforce and check for duplicates beforehand

Learn about setting up filters, rules, and merging duplicate records

How to convert Leads into existing or new Contacts and Accounts

Update unique records, update matching records, delete records, and validate addresses

Do a quick search to find and merge records

Match data on a .csv file to records in Salesforce and pull back additional data

Backup your data before processing jobs & rollback jobs done in error

Keep track of your progress with Cloudingo's built-in reporting

Manage users and permissions for Cloudingo

Manage the Cloudingo username/password, objects, owner mappings, and run window/throttle settings

Configure and manage API webservice, callback, and Marketo integrations

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