DataGroomr Support

The Transfer module prevents duplicates from being created in Salesforce as a result of importing CSV files. Transfer 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,...

The Transfer 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: Transfer can also be used to import or mass updat...

Transfer 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.     Optionally, you can access the new navigation layout above dashboard components. Your choi...

Once a CSV file is analyzed, you have many options to work with the data in DataGroomr. DataGroomr will create four 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 Transfer datasets, the configuration is accessible from the Transfer 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 Transfer 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, including the new ‘IDs Only’ export type (CSV containi...

Once your data has been imported you can remove a dataset from the Transfer dashboard.  To do this, select Remove from the options menu to permanently delete the dataset. Transfer datasets can also be removed en-masse using the list view and selecting on multiple datasets using the checkboxes then clicking on t...

Transfer module allows to verify email, phone and address prior to importing or updating Salesforce records. Start by selecting the Mass Verify option from the Transfer dataset. In the dialogue window, you can select the records that will be verified. Also, you can exclude or include fields that will b...

Transfer module allows you to transform values before importing to Salesforce. You can also use the AI Assistant to generate transform rules quickly from natural-language prompts.  Start by selecting the Transform to update individual records or Mass Transform option to update records in bulk from the Transfer ...

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, use the dual match-confidence slider to set a minimum and maximum confidence range to use as the basis for the mass update. T...