Salesforce Magical Import Overview

Insycle supports the following Salesforce record types:

• Contacts
• Accounts
• Leads
• Opportunities

You can request enabling custom or other standard record types for your account by contacting our support team. 

All enabled record types will appear in the dropdown at the top of the module.

Navigate to Data Management > Magical Import. 

Select the database and the record type in the top menu. Then choose the CSV file that you would like to import.

The Preview panel will open and load the CSV rows, with a column for each field. Initially, you may see warning icons next to columns that don't exactly match field names in your Salesforce database.

Select a Template

Select a template if you or someone on your team has already saved one that can handle importing from the same source. Templates streamline and standardize the import process, enabling the entire team to import data reliably and uniformly each time.

Magical Import templates load configurations that will affect the Data Mapping, Preparation, Validation, and Operations settings. When settings are loaded from a template, a blue number indicates where settings are applied. 

If AI is enabled for your selected object type, the Data Mapping section will automatically expand after your CSV is processed. If AI is not enabled, click the Data Mapping heading to expand the section manually.

Review and Adjust Field Mappings

After AI processing (or when setting up manually), review how your CSV columns are mapped to Salesforce fields. AI will automatically map fields that it can identify with confidence. Any fields that still show a warning icon require your attention—either AI couldn't determine the appropriate mapping, or AI is not enabled for this object type.

For unmapped fields, click the Not Mapped dropdown and search for the corresponding Salesforce field. You can also adjust any AI-suggested mappings if they don't match your intended use.

Specify How to Use the Values for Each Column

Next, tell Insycle how to handle data for each field by selecting the Field Logic for each column. There are four Field Logic options:

• Update: Import CSV values into Salesforce, overwriting existing Salesforce values (will skip empty CSV values).
• Fill: Import CSV values only when there is no existing value in Salesforce (will not overwrite existing Salesforce values).
• Overwrite: Import CSV values, including empty CSV values, into Salesforce (will overwrite existing Salesforce values).
• Append: Add CSV values to existing values in Salesforce. For example, append notes from a CSV to existing notes or add to product options values on multi-select product fields (checkboxes or picklists).

Review and Confirm Matching Criteria

If AI is enabled, it will automatically suggest Matching Criteria based on your CSV columns and Salesforce fields. Review these suggestions carefully, as Matching Criteria determine how Insycle compares your CSV data with existing Salesforce records to identify matches for the same entity.

Matching Criteria are the unique identifiers that typically belong to only one entity, such as:

• Email address
• Account domain (for business records)
• Phone number
• ID number
• Street address

You can set multiple matching rules that are evaluated in order from top to bottom. This allows you to find matches based on multiple criteria in a single step.

For example, you could use the following criteria to match contact records:

1. Email
2. First Name + Last Name + Account ID
3. First Name + Last Name + Phone Number

Insycle attempts to match each CSV record using the first rule. If no match is found, it proceeds to the next rule, continuing until either a match is found or all rules are exhausted (in which case the CSV record is considered new or unique).

For best results, place your most precise matching criteria at the top of your rule list. Additionally, keep in mind that while names can be included as part of the matching criteria, they should be used in conjunction with other identifiers, as multiple individuals may have the same name.

Match Across Leads and Contacts

When importing Leads or Contacts, you can optionally enable cross-object matching to check for existing records across both object types simultaneously—helping you avoid creating duplicates when a person may exist as either a Lead or a Contact.

Under Matching Criteria, enable the toggle to turn on cross-object matching:

• When importing into Contacts, enable the Including Leads toggle under Matching Criteria to match against Leads.
• When importing into Leads, enable the Including Contacts toggle under Matching Criteria to match against Contacts as well.

When cross-object matching is enabled, Insycle searches for matches across both Leads and Contacts and returns unified results in a single preview. A Type column appears in the Preview—and in CSV reports—indicating whether each matched record is a Lead or a Contact.

When no match is found in either object type, the behavior depends on your selected Records Mode (see step 6, below). New records are always created as the primary object type selected at the top of the module. For example, if you are importing into Leads with Including Contacts enabled, and no match is found, a new Lead will be created.

Set Format for Dates from CSV

The Date Format tab allows you to reformat dates before importing them into Salesforce.

Learn more about reformatting dates before importing data into Salesforce.

Click the Data Preparation heading to expand the section.

Under Data Preparation, you can perform bulk edits to the CSV data before uploading it to Salesforce. The options you select and apply here will be reflected in the Preview, not directly in your Salesforce data.

Select fields from your CSV and apply formatting and transformation changes to the data. You can clean up, format, add or remove text, copy values to other fields, or make bulk updates before uploading to Salesforce. These are the same functions found in the Transform Data module, which you can learn more about here.

As you add functions, you can click Apply after each one to see the changes in the Preview. 

Use Data Validation to filter out records that don't meet your quality standards, or to target a segment before importing them into Salesforce. This feature helps ensure only clean, properly formatted data enters your system.

To set up data validation rules:

Click the Data Validation heading to expand the section.

Configure your validation criteria:

• Select one or more fields from the Column Name(s) dropdown
• Choose Include or Exclude from the Type dropdown:
  • Include: Only import rows that match this rule
  • Exclude: Skip rows that match this rule during import
• Set the Condition that values must meet (such as "Contains text" or "Contains digits")
• Enter any other text or parameters, if applicable

To add multiple rules, click Add Rule. Records must meet all validation criteria to pass—there is no prioritization of rules.

Click Apply to refresh the Preview with your validation rules applied.

After applying validation rules, the Preview will update to show which records will be excluded. Any rows that don't meet your criteria will display a warning icon. Hover over the icon to see specific details about why the record will be excluded.

  Data validation rules apply to the Preview data rather than the Salesforce database or CSV file. If you've modified data using Data Preparation or other bulk updates, the validation rules will check against those updated values in the Preview.

Click the Data Operations heading to expand the section.

Make Bulk Changes to a Field

On the Bulk Update tab, you can add values to Salesforce fields even if you don't have the field in the CSV. This will add the same value for all the imported records.

Link Imported Rows to Records in Salesforce

The Link tab allows you to create relationships between CSV records and existing records in your database during import. 

Learn more about creating relationships when importing.

By default, Insycle will perform your chosen action on all of your CSV data. If you only want to process a few records, return to the table under Preview and check the boxes beside the selected records.

At the bottom of the Magical Import page, there are four actions to choose from: Import, Compare (Preview), Delete, and Export.  

Import CSV Data into Salesforce

The Import feature will enrich existing records or create new records from data you have in your CSV.

Select the Records Mode to instruct Insycle on how to handle the imported data during the import process.

• Update existing and create net new – If Insycle is unable to find a corresponding record, a new record will be created in Salesforce.
• Only update existing – If a corresponding record is found, it will be updated with the data from your CSV import. Data that is not matched with an existing Salesforce record will not be imported.
• Only create net new – Only records that can not be matched with an existing record in your database will be imported. Records that already exist in Salesforce will not be updated.

Optionally, Add Contacts and Leads to Salesforce Campaigns

When importing Salesforce contacts or leads, the Add to Campaign option will appear. From here, you can add the imported records to an existing campaign from Salesforce.

Type to search campaigns and make a selection, then select the Campaign Member Status. Use the Show link to open the campaign in Salesforce for a preview (this link will only appear if you are logged into Salesforce).

Import the Data

When you click the Import button, you'll be prompted to confirm.

Look for Duplicates and Compare Values

Use the Compare (Preview) feature when you want a side-by-side comparison of CSV data against matching items in Salesforce. This is a read-only operation.

Compare features: 

• Create a new CSV report comparing your import CSV values to Salesforce.
• See how many contacts from a file are net-new versus already existing in Salesforce.
• Show CSV data side-by-side with Salesforce data so you can preview how your CSV import would change data for existing records.
• Check unsubscribes against your Salesforce database.

Learn more about using Magical Import to compare CSV data to existing records in Salesforce.

Delete Listed Items from Salesforce

Use the Delete feature when you have a CSV containing records you know need to be deleted. You can match the CSV rows to Salesforce records and easily delete the data in bulk.

Learn more about using a CSV to specify records to delete from Salesforce.

Export Salesforce Data Side-by-Side with CSV Values

Use the Export feature when you want more information from Salesforce about items you have in an external list. Put the items you want to look up in a CSV—you really only need a Matching Field used to look for matches in your database. Then select the Salesforce fields you want to export for the matching records.

Export features:

• Create a new CSV report comparing your import CSV values to Salesforce.
• Select the Salesforce field values to include in the export using the Fields to Export.
• See how many contacts from a file are net-new versus already existing in Salesforce.

This is a read-only operation.

Learn more about exporting Salesforce data for CSV comparison or enrichment.

After the import runs, the Import Result breaks down the import information—how many records you tried to import and how many succeeded, failed, were updated, deleted, or unmodified. Click the Run ID to open a CSV record of the import. Insycle will also send a CSV report of these changes to your email. 

Open the CSV file, and review the Result column to see how each row of your import was handled.

The Result column may show:

• Created - A new record was created in Salesforce
• Updated - An existing record was found and updated with data from the CSV
• Failed - If there is an issue, the Message field will give you details so you can troubleshoot

You can also see the (Before) and (After Update) values side-by-side for each field in your import.

If you see any "Failed" Results, review the Message to understand the issue and determine steps to resolve. You can also revisit any warnings shown in the Preview.

After you've seen the results in Salesforce and are satisfied with how the import runs, you can save all of the configurations as a template to use each time you import a CSV with the same source and format. With a template, all of your settings are saved, including field mapping, actions, functions etc., so you will have minimal work for future imports.

Return to the Template menu at the top of the page and click the disk icon to save this as a new template, giving it an informative name.

Insycle uses Matching Criteria to compare your CSV to your CRM data. Matching Criteria must be "unique identifiers." These are data points that could only belong to a single entity—such as email addresses, phone numbers, street addresses, or ID numbers.

Additionally, when using an email field, Insycle will automatically cross-reference any additional email fields in the records for a match. If using a domain field, Insycle will check additional domain fields.

When you configure your Matching Criteria rules, the Preview refreshes, showing which records are already in your CRM. The records Insycle found will appear as blue links that open the record in your CRM.

You can set multiple matching rules that are evaluated in order from top to bottom. Insycle attempts to match each CSV record using the first rule. If no match is found, it proceeds to the next rule, continuing until either a match is found or all rules are exhausted—at which point the CSV record is considered new or unique.

For example, you could use the following criteria to match contact records:

1. Email address
2. First Name + Last Name + Company Name
3. First Name + Last Name + Phone Number

For best results, place your most precise matching criteria at the top of your rule list. Keep in mind that while names can be included in matching criteria, they should always be combined with other identifiers, since multiple individuals may share the same name.

Important Note

You can select more than one field in each Matching Criteria rule; however, ALL of the fields must match, not just one or some of them. If you include five fields and four of them match, but one doesn't, Insycle will not consider the rule a match.

In this scenario, if you import using either the 'Update existing and create net new' or 'Only create net new' Record Modes, Insycle will create a new record for any CSV row that doesn't meet all 5 criteria.

If you use the 'Only Update Existing' mode, there will likely be few records that match all your criteria, and much of your CSV data will not be imported because Insycle will not be able to find the correct record to update.

Typically, it is best to use a single field for your first Matching Criteria to improve the likelihood of finding existing records in your CRM. You can then add additional rules to match multiple fields.

Before importing, you can correct or update any value directly in the Preview — without modifying your original CSV file.

To edit a value, hover over it in the Preview table. A pencil icon will appear to the right of the value. Click the icon to open the Edit popup.

In the Edit popup, type the updated value and click Save. To remove the value entirely, click Clear. To discard your change, click Cancel.

The updated value will be used when Insycle runs the import. The value in your original CSV file is not changed.

If you rely on URLs to match imported data with records in your CRM, the formatting of those values can be key. The data in your CRM may be inconsistent, with different representatives entering URLs in varying formats, or website addresses may be formatted differently in an external data source.

For example:

• https://www.acme.com
• http://acme.com
• acme.com
• www.acme.com

When importing, a CSV with varied URL formats might look like this:

Insycle lets you easily clean and format values from a CSV before import. All the cleanup occurs on the Insycle side, ensuring the import contains standardized data.

By using the Functions under Data Preparation, you can make bulk changes to the CSV data before it is uploaded. The options selected and applied here will be reflected in the Preview rather than directly applied to your CRM.

To eliminate format variants, you can isolate the second-level domain. Under Data Preparation, select the website or URL column, then select the Extract: Domain from URL function. This will retain only the second-level and top-level domains (acme.com). If you need to take it a step further and remove the top-level domain (keeping "acme"), add a second function to the column: Remove Top-level Domain. 

Click Apply, then review the column data changes in the Preview to verify that the column data matches the required format. In this example, the domain has been extracted from the URL, leaving only the second-level and top-level domains. These are the values that will be imported into your CRM.

Learn more about cleaning data before vs. after importing it into your CRM.

You can use the Data Validation feature to limit the rows from your CSV that are imported based on the criteria you set. You might use this to import in segments that are handled differently or to exclude unwanted rows.

For example, if your CSV contains data from multiple countries but you want to import only records for Poland, add a validation rule that checks whether the Country field contains "Poland."

When you click Apply, the Preview will update to show which records will be excluded. Any rows that don't meet your validation criteria will display a warning icon.

When date values are detected in a CSV, Insycle determines the format being used and makes the values consistent during import. 

Insycle will recognize the following date formats, all of which will work with or without the - or / symbols:

1. Date time with timezone: 2018-07-19T23:25:45.671-0400
2. Date time in UTC timezone: 2018-07-19T10:15:30Z 
3. YYYY-MM-DD HH:MM:SS
4. Date (YYYY-MM-DD): 2018-07-19 or 2018/07/09
5. Date (M-D-YYYY): 07-19-2018 or 7/19/2018

You can override this automatic standardizing under Data Mapping using the Date Format tab. This allows you to reformat dates before importing the data into your CRM.

Learn more about reformatting dates before importing data into your CRM.

With the Activity Tracker, you have a complete audit trail and history of changes made through Insycle. At any time, you can download a CSV report that lets you see all of the changes that were made during an import operation.

Navigate to Operations > Activity Tracker, enter "import" to search for the Magic Import module, or look for a template name, then click the Run ID for the operation.

If you've configured the Insycle Run ID property in your CRM, you can cross-reference these operations in your CRM records.

If you have set up the Insycle Run ID property in Salesforce, every Insycle operation that updates or creates a record will update the Run ID in the record. This can be used to look up process reports in the Activity Tracker or to get help from support.

Note: To view history in Salesforce records, field history tracking must be enabled for each object type you use with Insycle. 

When using an Insycle Recipe that includes templates for multiple object types, such as accounts and contacts, the same Run ID will appear in both Salesforce records.

Learn how to set up the Insycle Run ID custom field for each object type in your Salesforce database.