Don’t just import data. Import clean data.

Import and upsert records painlessly with Cloudingo’s import wizard

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Upload clean records, not duplicates.

Match records on import files with existing Salesforce records to ensure no duplicates enter your org.

Update records that already exist in Salesforce with information from the import file.

Customizable and flexible filters allow you to control which records to compare against.

Preview and edit records before pushing to Salesforce to ensure you get the results you want.

Painless imports are possible

In a single job import new records and update those that already exist in Salesforce. Simply upload a .csv file and Cloudingo will walk you through the steps.

  • Check to see if records in your file already exist in Salesforce as Leads, Contacts, or Accounts. Update existing records, and push unique records to Salesforce.
  • When importing Contacts, automatically create new Accounts. Or update account fields on existing accounts.

  • Assign records to Salesforce campaigns, create notes, and set values in mass like status and record ownership.

  • Save field mappings to make frequent imports quick and easy.

Don’t let any dupes sneak in

With Cloudingo’s powerful deduplication engine, you can rest easy knowing only clean, unique data enters your org.

  • Customizable filters allow you to find any and all duplicates that may exist in your file and Salesforce.

  • Dedupe on any standard or custom Salesforce fields using a variety of matching algorithms.

  • Set rules to have Cloudingo automatically merge duplicates, or set aside to manually merge.

Preview your results before pushing to Salesforce

Make sure your data is the way you want it before inserting to Salesforce. Check to see if any duplicates or problems exist with your data, such as malformed email addresses.

  • See if duplicate matches exist between your file and existing Salesforce records, within the file itself, or both. Automatically or manually merge duplicates.
  • Make last minute changes to your data. Format text fields, standardize phone numbers, and perform lookups.

  • When you’re happy with the results, push your data to Salesforce knowing it’s clean and dupe-free.

“Cloudingo has become a huge part of our day-to-day operations of importing new data to ensure it is clean and without duplicates. I highly recommend it!”

-Savannah Davis, Salesforce admin

Add consistency and speed to uploads with Rapid Import

Bringing in new data via imports is both time consuming and time sensitive. Bringing that new data in cleanly is even more complicated. Cloudingo Enterprise’s Rapid Import feature makes the entire process easier, consistent, and more reliable, whether you import files on a monthly, weekly, or daily basis.

Import Templates

Create templates for routine import jobs and share them with anyone on your team.

Manage Users

Limit who can import data into Salesforce with permissions-based user profiles.

Automate

Automate deduplication of imports by selecting a template, upload a file, and push Start.

Rapid Import is available with Cloudingo Enterprise

Import data automatically to Salesforce

No matter where your data comes from, Cloudingo can keep systems in sync and eliminate the need to manually import datasets to Salesforce.

View API integrations

Get started with Cloudingo

Finally have a better way to import data to Salesforce with fewer headaches and less dupes.
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