Salesforce Magical Import Overview

 

Magical Import for Salesforce allows you to import data flexibly and powerfully.

With Magical Import you can do the following while importing:

  • Map fields and save templates for future mapping
  • Create straightforward rules for when your data is updated, overwritten, or appended
  • Compare data to existing Salesforce fields
  • Deduplicate data while importing
  • Cleanse data while importing
  • Format and standardize
  • View changes in the activity tracker at any time

Using Magical Import, you can create straightforward rules to determine when your data is updated, overwritten, or appended. You’ll ensure that you are able to enforce data quality and consistency standards while importing new data with confidence.

Use Cases

Sample Use Case: Import New Records or Update From CSV

How It Works

When you click to upload a CSV to Insycle, it doesn't import to Salesforce right away. Instead, it loads your CSV into Insycle for preprocessing.

Using Insycle you can format, standardize, and cleanse the data before it's imported to the CRM (instead of using Excel or other tools). And when you use templates, it's easy to do this data prep consistently by anyone on your team.

Insycle also helps you avoid duplicates from getting created as a side effect of the import. The way it does it is by letting you define unique identifiers for the records. Insycle compares and matches the CSV rows to the Salesforce data.

Summary

First, we connect CSV columns to fields in Salesforce and tell Insycle whether to update existing records, create new records, or do both depending on what is in your Salesforce database. Then, you prepare the data before importing—cleansing, formatting, standardizing, and updating.

Supported Salesforce Record Types

Insycle's Magical Import module for Salesforce supports the following Salesforce record types:

  • Contacts
  • Accounts
  • Leads
  • Opportunities
  • Custom Record Types

You can select the record type that you would like to import at the top of the module screen.

Templates

With your Salesforce import set up and running smoothly, you can then save your settings as a template. With a template, all of your settings are saved including field mapping, functions, import modes, etc.

Then, any time that you import data using the same CSV structure and select the template, these settings will be automatically loaded and you will have minimal work for future imports.

template

To create and save a new template, click the “+” symbol on the right-hand side of the template banner.

template save

After creating the template, you must save the template by clicking the save (disk) icon on the far right-hand side of the same menu.

Identity Fields

Insycle uses Identity Fields to compare your CSV to your CRM data. Identity fields must be "unique identifiers." These are data points that could only belong to a single contact—such as email addresses, phone numbers, home addresses, or ID numbers.

email identity field

Please Note

You can select more than one identity field however, Insycle will check all of the fields to match. If one single field does not match, the corresponding matching CRM record will not be identified. Outside of specific use cases, it is typically best to use a single identity field.

too specific

Additionally, do not set your identity field too broad, such as using a field that is not uniquely identifying.

too broad

Audit Trail and History

The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected.

Additional Resources

Related Blog Posts

Related Help Articles

Additional Information