Mass Import and Dedupe Records to Salesforcecourtneycloud2018-10-15T11:23:22-05:00
Import records without worrying about duplicates
With Cloudingo’s 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 and 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 and 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 and 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.
Add speed and consistency to regular import jobs
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.
Speed up the entire process of getting new data into your org cleanly with import templates. Create sharable templates for routine import jobs, set your object, file, scan, and merge.
Importing data to Salesforce has never been easier. Drag and drop multiple files into the Cloudingo import wizard, select the template, and let the processing begin.
Automating deduplication of file imports is as simple as selecting a pre-defined import template, dragging and dropping import files in the wizard, and selecting Start.
Included with Standard and Enterprise
Import .csv files up to 10MB
Compatible with Windows or Mac
Ready to get started with Cloudingo?
Sign up for a free trial and within minutes see how many duplicates exist in your Salesforce org.