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Mass Import and Dedupe Records to Salesforce

With the Import Wizard you can match records on import files with existing Leads, Contacts, and Accounts in Salesforce to ensure no duplicates enter your data, and existing records get updated when needed. Customizable and flexible filters allow you to control which records to compare. Preview and edit records before pushing to Salesforce to ensure you get the results you want.

Convert & Assign

Upload records and compare them to both Leads and Contacts in a single job. Assign new Contacts to existing Accounts, or assign records to Salesforce campaigns and add notes.

Create & Update

Create new records when no duplicates are found or update existing records with information from the import file. Update blank fields on individual records or across all records, such as Lead Source.

Preview & Push

Perform multiple scans using various filters to ensure no duplicates enter your data. Preview before pushing to Salesforce to see any dupes or problems within your data, such as malformed email addresses. Standardize the formatting of phone numbers and addresses.

  • Included with any Standard-level Cloudingo license
  • Clean, simple, easy-to-use interface makes importing a breeze
  • Import CSV or tab delimited files up to 10MB
  • Searchable knowledge base and top notch support team

  • Compatible with Windows or Mac – it’s in the cloud!
  • Professional, Enterprise, and Unlimited editions of Salesforce