DataGroomr Support

The IMPORTR module prevents duplicates from being created in Salesforce as a result of importing CSV files. Importr can also be used to update existing records with the data from CSV files. Data sources for CSV file import can originate from a local device, Salesforce, FTP or from a AWS S3 storage.    To start, c...

The Importr module allows users to copy data between Salesforce Objects. It prevents duplicates from being created in the target Salesforce object as a result of import by updating existing records when information is found in another object data source.  Note: Importr can also be used to import or mass update ...

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.    

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...

Dataset configuration controls aspects of which data is displayed, how duplicates are detected and what happens when duplicates are merged. To configure Importr datasets, the configuration is accessible from the Importr dashboard and within the review panel only after you have selected data to upload.   ...

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...

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. Importr datasets can also be removed en-masse using the list view and selecting on multiple datasets using the checkboxes then clicking on the...

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...

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...

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...