Don’t just import data. Import clean data.
Import and upsert records painlessly with Cloudingo’s import wizard
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 Salesforce records to compare against your list.
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 them aside for review and manual merge.
Preview your results before pushing to Salesforce
Make sure your data is the way you want it before inserting it into 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.
Divide and conquer with team members
Customize access and permission sets for anyone on your team without sacrificing the security and control you need.
Get multiple users with Cloudingo Enterprise →
“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 at Multi Image Group
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.
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.