Import data from CSV files
The IMPORTR module prevents duplicates from being created in Salesforce as a result of importing CSV files.  At the same time, it can be used to update existing records with the data from CSV files.   To start, click on the IMPORTR module then select UPLOAD DATA -> FROM CSV FILE button to start the wizard.   ...
Wed, 10 Jan, 2024 at 6:15 PM
Import from Dataset
The Importr module allows to import data from any existing dataset including data from Salesforce external data sources. It prevents duplicates from being created in Salesforce as a result of import and at the same time, it allows you to update your existing records when new or more up to date information is found ...
Tue, 20 Sep, 2022 at 4:00 PM
Accessing Importr
Importr can be accessed from the link in the dashboard or from the Navigation menu on the left side of the screen.     You can also jump directly into a specific import by selecting it from the Navigation menu.    
Mon, 27 Sep, 2021 at 5:27 PM
Working with Imported CSV Records
Once a CSV file is analyzed, you have many options to work with the data in DataGroomr. DataGroomr will create three buckets for each import. Unmatched records - records that are not duplicates Matched records - records that already have a duplicate in Salesforce Imported records – any records imported into...
Tue, 17 May, 2022 at 10:21 AM
Configuring Importr Datasets
If importing information into your org is a common activity, Importr is an extremely powerful tool for your toolbox. Dataset configurations control all aspects of which data is displayed, how duplicates are detected and what happens when duplicates are merged. To configure Importr datasets, the configuration is...
Fri, 12 Jan, 2024 at 6:39 PM
Exporting records in Importr
In some cases users desire to export the analysis done by Importr back to a CSV. The Export Records option is accessible from the dataset extended menu. Clicking on Export Records brings up the dialog shown below.       Select the appropriate options and press the Next and then press Confirm in the next di...
Wed, 8 May, 2024 at 3:15 PM
Removing a Dataset
Once your data has been imported you can remove a dataset from the Importr dashboard.  To do this, select Remove from the options menu to permanently delete the dataset.
Tue, 15 Feb, 2022 at 8:56 PM
Mass Verify Email, Phone and Address in CSV
Importr module allows to verify email, phone and address prior to importing or updating Salesforce records. Start by selecting the Mass Verify option from the importr dataset. In the dialogue window, you can select the records that will be verified. Also, you can exclude or include fields that will be...
Thu, 5 Jan, 2023 at 5:40 PM
Transform Records in CSV
Importr module allows to transform values before importing to Salesforce. Start by selecting the Transform to update individual records or Mass Transform option to update records in bulk from the Importr dataset. In the dialogue window, you can select the records that will be transform. Also, you can e...
Tue, 29 Mar, 2022 at 8:49 AM
Mass Update Matched Salesforce Records
CSV records which were identified as duplicates to Salesforce records can be used to update Salesforce en masse.  To do this, press the MASS UPDATE button.  In the displayed window, drag bar to select the minimum match confidence level to use as a basis for the mass update. Then choose the preferred method...
Thu, 7 Jul, 2022 at 11:50 AM