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Everything you need to know about the SimpleImport Winter ‘22 Release

The time has arrived! We’re so excited to share with you the SimpleImport Winter ‘22 (20211129) Release!

With an optimized workflow, updated error messages, a nifty feature addition and a new summary page, there’s plenty to cover so let’s get started.

1. Define your Import Type

Firstly… ambiguous toggles are gone from the mapping page! SimpleImport now has a dedicated page for defining your Import Type; choose between an Insert, Update or Upsert. A new quick-to-adopt Matching Conditions query builder finds existing records when you are configuring an Update or Upsert job.

2. A mapping page, just for mapping fields!

Thanks to the dedicated Import Type page we’ve just seen, the mapping page now focuses on its key objective – mapping fields! It’s simpler than ever to map your spreadsheet columns to Salesforce fields, and the field finder has been revamped to be faster and more accurate than before.

3. Harness the power of Constant values

Are you importing products and want them all to be active? Or inserting new US accounts? Introducing Constant values. Don’t waste time duplicating data in your spreadsheet; tackle it directly on the mapping page. Hit Add Constant, map the value, and away you go!

4. Clearer error messages

Sometimes errors happen and we’ve been working hard to make our messaging as clear as possible so that you can identify the issues and work on solving them. Perhaps something is misconfigured, or required fields are missing? SimpleImport will let you know!

5. Review your import settings

Importing can be stressful so we’ve introduced a new summary page to provide an overview of the import job you’re about to submit. See your object selections, matching conditions, mapped fields and review the job estimation all in one place. Sound good? Well you can save the mapping here for future use!

6. Load and save mappings where it matters

Load mappings at the beginning of your journey, and save new ones at the end. With the import process now spread out over a couple of steps, loading a mapping at the earliest point allows you to blitz through your import task. Save a new mapping at the end of the process ensures you’ve followed all the required steps to set up your mapping how you need it.


How do I access SimpleImport Winter ’22?

Great question! This is a service update so you will automatically have access to the new workflow if you are already using SimpleImport Premium.

Anything else?

There are some additional tweaks and changes including removing the requirement to create a custom setting when configuring the ManagedImport Lightning Component. All old mappings will still work as expected. To accompany these changes, we’ve overhauled our documentation to make the transition and future adoption of the solution better than ever.

New documentation: SimpleImport User Guide

If you get stuck or have any questions, feel free to contact our Support team who are more than happy to help you: support@provenworks.com.

SimpleImport

Importing files is so vital for so many organizations. It’s good news that Simplelmport makes this job as effortless as possible. Learn more and book a demo.

Mental Health UK masters Recurring Donations with SimpleImport

SimpleImport frees up time to concentrate on the actual work that we do.

Sharm Das, Database Manager at Mental Health UK

Bringing together the heritage and experience of four charities across the country who’ve been supporting people with their mental health for nearly 50 years, Mental Health UK provide support and services for the biggest societal challenges posing a threat to our mental health – and they won’t stop until everyone has the tools they need to live their best possible life.

The challenge: importing master-detail records into Salesforce

Mental Health UK receives donations from various online platforms including Facebook, Virgin Money and Paypal donations. Centralising this data – contacts, donations and soft credit – in their Salesforce org is crucial to cultivate a single source of truth about their donors and communicate using the most up-to-date information.

They needed a solution to make importing Recurring Donations into Salesforce as straightforward as possible.

  • Mental Health UK needed to import records with Master-Detail relationships into Salesforce, especially Recurring Donations
  • They required a process that was straightforward for their small team
  • Other solutions they investigated required lots of manual effort which was inevitably time consuming

The solution: empowering busy Salesforce users to import Recurring Donations easily

“I normally find importing such a laborious process, but now it is quick and easy!”

Jemima Woolgar, Senior Community & Events Fundraising Manager

With SimpleImport, Mental Health UK’s importing process is straightforward, even for multi-sheet files and master-detail records. Thanks to easy matching of Excel columns to Salesforce object fields, importing has never been so simple!

SimpleImport presents success and error files for each import, and the Mental Health UK team can use the handy Salesforce Records IDs on the import success files for further manipulations. Even better, the team can save import mappings for further use, saving time and effort on recurring jobs.

The result: importing made simple

“SimpleImport has saved us so much time. So streamlined and easy to use!”

Johnston Connelly, Events Fundraising and Engagement Officer

With SimpleImport installed, the Mental Health UK team can handle their Recurring Donations imports with ease. Crucially, this frees up their time to focus on what matters most: their mission.

An improved user experience

  • The Mental Health UK team can import recurring donations and handle soft credit quickly
  • No more anxiety around import jobs thanks to a clean user interface and undo button
  • Straightforward workflow with no need to export to CSV or run multiple import jobs for child records

Bigger picture

  • Mental Health UK can better track their donors and donations
  • Scalability as the team looks to use SimpleImport for other import jobs!
  • SimpleImport frees up time to concentrate on their mission

Why SimpleImport?

We asked Sharm Das, Database Manager at Mental Health UK why she would recommend SimpleImport:

“The most cost-efficient solution I have come across.”

We are privileged to support nonprofit organizations, such as Mental Health UK, with flexible discounts. And regarding support:

“The Support team has been amazing – very helpful and quick to respond.”

Help Mental Health UK provide everyone with the tools they need to live their best possible life

Find out more about Mental Health UK and support their vital work across the UK.


SimpleImport

Importing files is vital for so many organizations. It’s good news that Simplelmport makes this job as effortless as possible. Learn more and book a demo.

Got questions? Chat to us!

Do you want to learn more about how SimpleImport could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to faster, simpler imports.


Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.

AddressTools: feature release for PowerSearch

Our team has been working on some really exciting feature releases for AddressTools that will make your PowerSearch experience even better!

What do I need to know?

We’ve added two extra features to PowerSearch’s settings to help specify and focus your searches, and optimize your address data entry.

Why should I be excited?

Select a priority country so that search results from the selected country will be shown first. Here’s an example of USA set as the priority country.

And/or, choose allowed countries, so that search results are limited to only the countries you select.

How do I access these new features?

Simply update your AddressTools Premium package to use these new features. You will need to use version 7.94 of AddressTools which you can find via the AppExchange.

Need an extra hand? Check out our 4-step guide on how to upgrade an AppExchange app.

If you have any further questions, please contact us!


AddressTools

Interested in learning more? Check out our award-winning package for Salesforce. Harness the power of address standardization, validation and verification in your org.

Oxfam GB makes everyone a data champion with AddressTools

Thanks to AddressTools, we have supporter data that is accurate which results in a better supporter experience and a user base that is empowered to take ownership of data quality.

Philip Blaney, Solution Architect at Oxfam GB

Verifying and connecting with a clean supporter base means that Oxfam can focus on tackling poverty

Oxfam is a global nonprofit group of millions of people who share the belief that, in a world rich in resources, poverty isn’t inevitable. In just 15 years, extreme poverty has been halved. In 15 more years they believe they can end it for good.

The challenge: quality address data to match a quality CRM

Oxfam GB needed to ensure that the address data held in Salesforce for their supporters was accurate and consistent so that they could focus on communicating with their supporters, rather than worrying about whether it would reach them.

Oxfam GB were confident about the accuracy of the data they migrated into Salesforce from their old CRM platform. They needed to ensure that new supporter data entered was of the same standard. This meant storing consistent address data that was verified against the Postcode Address File provided by the Royal Mail.

The solution: empowering users to verify address data

With AddressTools, Oxfam GB has a solution that runs within Salesforce, integrating into each supporter’s record with a neat widget, showing at a glance if the address has been verified or not.

After an easy installation and setup, Oxfam GB has the flexibility to finetune their settings, making it as easy as possible for their end users to enter address data that is checked and verified.

The result: confidently communicating with supporters

Users across Salesforce can verify address data

“We have been able to empower our users across Salesforce to verify address data rather than it being tied to someone with elevated privileges or working in a particular team.”

Philip Blaney, Solution Architect

Reduced costs

Validating and formatting their address data means that Oxfam GB reduces overhead costs from undeliverable mail.

Trust in their CRM

Just as important, Oxfam GB has a supporter database they can trust. They can be confident that they connect with their supporters, knowing that their constituents will have a consistent experience.

A gift for Gift Aid

The Gift Aid process is a multi-million pound process for Oxfam and is underpinned by data quality, specifically postcode accuracy for UK addresses. AddressTools helps Oxfam keep any manual updates within this process to an absolute minimum (<0.05%*) enabling efficient and timely processing of Gift Aid claims.

(*0.05% based on 25 corrections per 50K records)

Why AddressTools?

“We have been really impressed with the team at ProvenWorks, they have been on hand to help out whenever we have needed them and the response is always swift, professional and friendly.”

Philip Blaney, Solution Architect


AddressTools for Nonprofits

Whether it’s connecting with a clean donor database, managing fundraising platform integrations or sorting out existing bad addresses, we’re here to help.

Got questions? Chat to us!

Do you want to learn more about how AddressTools could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to better address data.

Dale Carnegie supports their franchise network with SimpleImport

Dale Carnegie supports their franchise network with over 50 unique file imports each month thanks to SimpleImport.

SimpleImport is a must-have. It’s true to its name; simple, reliable and effective!

Christopher Addeo, Vice President of Information Technology at Dale Carnegie Training

dale carnegie use simpleimport for salesforce to support their franchise network

Dale Carnegie was founded in 1912, inspired by one man’s belief in the power of self-improvement. Since then, it’s evolved into a movement that’s crossed borders and generations, showing people how to tap into the best parts of themselves to create positive change.

Today, through franchises in over 90 countries and all 50 states, they help people gain greater influence and make meaningful contributions in the places that matter most.

The challenge: moving data from external sources into Salesforce Sales Cloud

As a global franchisor, Dale Carnegie was challenged by siloed information stored in separate franchises using different file formats and languages. Supporting their franchisees with a single org meant that imports needed to honour complex sharing rule configurations to segment their data.

  • A small support team for a large amount of imports
  • Time-consuming import jobs due to differences in how franchisees operate
  • Complex sharing rules to navigate
  • Inconsistent file formats
  • Multiple data sources and multiple languages

The solution: automatic recollection of prior import mappings makes importing quick and easy

Dale Carnegie needed a strong, efficient importing solution to speed up their regular complex importing jobs. With a small team supporting many franchises, the solution had to be efficient to use, and capable of managing multiple data sources and formats.

With its simple user interface, compatibility with Dale Carnegie’s unique Sales Cloud configuration and sharing rules, and support of multiple file formats, SimpleImport is the perfect answer to their problems.

The result: Dale Carnegie supports their franchise network with over 50 unique file imports each month

After a simple and speedy installation, and with the straightforward solution configured, Dale Carnegie’s administrators can manage their complex importing processes with ease thanks to SimpleImport.

This new way of working has enabled the support, sales and even marketing teams at Dale Carnegie to focus on what’s most important: their customers.

A better customer experience

  • Less time importing means support staff have more time to focus on delivering an outstanding level of customer support
  • Customers and prospects receive a tailored experience since the Dale Carnegie team has an up-to-date picture of customers and prospects thanks to frequent easy imports of important data

An optimized workflow for staff

  • Saving import mappings reduces the exhausting administrative overhead
  • A user-friendly UI makes the whole import process straightforward
  • Sales reps work effectively with the latest customer information
  • Support staff can spend more time helping customers and less time importing data
  • The team can easily work with multiple file types, including XLS, XLSX, CVS and ODS without leaving Salesforce
  • The Dale Carnegie team can trust their CRM and its data thanks to regular, quick import jobs

Why SimpleImport?

“Cases are typically resolved quickly and professionally. I don’t reach out to ProvenWorks for support often – the application is robust, reliable and is self sustaining. The fact that we don’t need support very often speaks to why we love this product.“

Christopher Addeo, Vice President of Information Technology at Dale Carnegie Training


SimpleImport

Importing files is so vital for so many organizations. It’s good news that Simplelmport makes this job as effortless as possible. Learn more and book a demo.

Got questions? Chat to us!

Do you want to learn more about how SimpleImport could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to faster, simpler imports

Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.

IndustryComplete now supports Leads

This week we’re celebrating a much-anticipated update… our Salesforce industry lookup tool, IndustryComplete, now supports Leads!

What is IndustryComplete?

IndustryComplete is the ultimate industry lookup tool for Salesforce.

Look up a correct industry easily

Quickly and easily search for NAICS, SIC or ISIC data, select one and then watch as the industry auto-completes.

Improve your accounts and leads with industry standards

Why is this so valuable? Enhancing your industry data means better audience segmentation, better pipeline analysis, better-targeted marketing, and more.

Attach multiple industries in priority order

Enhance your data segmentation by attaching multiple industries to your records.

Save time and optimize your data management process

No time-consuming external tools. Do all of your industry searching in your Salesforce org without ever having to leave the Account or Lead.

Compatible with Salesforce standard industry values

Ensure complete accuracy since all installed standards are mapped with Salesforce’s standard industry values. Installing the industry object means that records are customizable and you can map codes to your own industry picklists.

Look up industry data on Accounts and Leads

With the latest update, you can now use IndustryComplete on both Accounts and Leads in Salesforce. No external windows or tools – it’s all within Salesforce!

Interested in seeing our industry lookup tool?

We’d love to show you IndustryComplete on a demo! Get in contact with us and we’ll show you through the features and answer any questions.

Alternatively, try it for free with a 14 day trial on the AppExchange.

What are ZIP+4 Codes and why should you care?

ZIP Codes: a very brief history

ZIP codes, the postal code system used by the US Postal Service (USPS), were introduced in 1963. Their basic, and most familiar, format consists of five digits that indicate a specific delivery area. In 1983, the USPS introduced the extended ZIP+4 code.

ZIP+4 Codes

Also called “plus-four codes”, “add-on codes”, or “add-ons”, the ZIP+4 code starts with the standard five-digit ZIP Code. The four extra numbers are added after a hyphen to complete the ZIP+4.

So what do the extra numbers mean?

These last 4 digits represent specific delivery routes within delivery areas. This extra detail means an even more precise matching to a more granular level. It could represent a handful of houses on one side of a street, or even a single building that receives a high volume of mail.

So ZIP+4 Codes help the USPS more effectively sort and distribute mail. How does this affect you?

Why should you care about ZIP+4?

Faster deliveries

As we already discussed, using the ZIP+4 Code narrows down your delivery address to a handful of addresses. There are plenty of resources that suggest ZIP+4 accelerates the overall delivery process by one or even two days since it reduces the processing time needed at a mail center.

Reduced misdeliveries

As we already discussed, using the ZIP+4 Code narrows down your delivery address to a handful of addresses. There are plenty of resources that suggest ZIP+4 accelerates the overall delivery process by one or even two days since it reduces the processing time needed at a mail center.

Reduced misdeliveries

Delivery addresses do not require ZIP+4 Codes. However, ZIP+4 codes require an address to be first standardized and verified to exist. This means that an address with a ZIP 4 code can be sure to exist and therefore deliverable.

ZIP+4 Codes can change

Delivery addresses do not require ZIP+4 Codes. However, ZIP+4 codes require an address to be first ZIP+4 Codes are based on actual delivery routes. This means that they can change fairly regularly. Some resources state that the USPS can update a ZIP+4 Code as frequently as once in two months. However frequently or infrequently the case may be, it’s important to note that they can change. Sounds like you want some *cough* automated software to find that for you

Save money

The USPS discounts on bulk mailings if you do tasks that the USPS would normally do, like bundling mail, adding barcodes and, most relevant here, if you add the ZIP+4 Code extension.

PO boxes

If you frequently work with PO boxes, ZIP+4 Codes are incredibly useful. The USPS usually assigns each PO Box its own +4 Code, which matches the box number. In other words, the ZIP+4 Code will likely include the actual PO Box number in the +4 part of the ZIP Code.

Retrieve ZIP+4 in Salesforce

Now you know why you should care about ZIP+4 codes. The next step is how to start using them. If you use Salesforce then there’s some good news for you.

Easily retrieve the ZIP+4 for your addresses in Salesforce with AddressTools. Our solution includes US-specific interactive functionality to help you easily look up and verify full ZIP codes.

Book a free demo

We love talking about all things address related! See AddressTools, our address data solution that can retrieve ZIP+4 codes for Salesforce, on a free demo.

The University of Alabama at Birmingham connects confidently with prospective students thanks to AddressTools

Our returned mail has decreased by over half since using AddressTools.

Evan Thrailkill, Director of Digital Strategy at University of Alabama at Birmingham

University of Alabama at Birmingham use AddressTools by ProvenWorks to connect with prospective students

AddressTools empowers students to be their own data heroes. Students verify addresses themselves, taking the burden off UAB staff and Salesforce admins.

The challenge: connecting seamlessly with self-registered prospective students

The University of Alabama at Birmingham (UAB) was named the number one Best Large Employer for 2021 by Forbes this past February, and the university had over 22K students enrolled for the fall 2020 semester.

UAB faced major communication challenges:

  • Students could input bad data on their enrolment applications.
  • UAB couldn’t trust that important mail correspondence would reach prospective students.
  • Pre-Salesforce, their tools had slow loading times causing students to abandon their applications.
  • UAB missed out on vital opportunities for connecting with potential students.

Harnessing the power of the Salesforce ecosystem with ProvenWorks and Cloud For Good

After partnering with Cloud for Good, UAB established a centralized and standardized environment for enrolment management on the Salesforce platform.

Students self-register for an account in their online application portal and provide contact details for all future correspondence. UAB use AddressTools at the beginning of the student self-registration process.

The solution: empowering students to be their own data heroes

Users begin typing their address and suggestions begin to show, filtering further as the search expands. All search results are already verified using global authority data, such as USPS and other global-local postal authorities for international students.

For undergraduate applications, UAB verify student addresses when they hit Salesforce from their Banner (SIS) integration. This helps ensure UAB has an accurate USPS address for all of their post-admissions communications, decision letters and next steps to enrolment.

The results: an improved experience for students and staff

AddressTools makes it almost impossible for students to enter bad address data. The end result is that all address data is checked and verified at the point of entry.

An enhanced applicant experience

  • Students receive vital postal communication from UAB.
  • Faster loading time and application time thanks to the power of the Salesforce Community platform.
  • Fewer dropouts mid application.
  • Students experience the UAB connected and trustworthy journey right from the moment they register!

An improved UAB user experience

  • UAB staff save extensive administrative time, no longer needing to correct bad data.
  • UAB staff can trust their data and their CRM processes.
  • Saved costs on expensive delivery failures and resending decision letters.

AddressTools for Higher Ed

Salesforce’s Education Data Architecture (EDA) and the Education Cloud are invaluable tools to help you meet your goals. However, your institution is only as good as the data that powers it… which is where we come in.

Got questions? Chat to us!

Do you want to learn more about how AddressTools could be a great addition to your college or university Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to better address data.

Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.

ProvenWorks wins 2021 Salesforce Partner Innovation Award! 🎉

ProvenWorks win the 2021 Salesforce Partner Innovation Award in the Nonprofit Industry for their work with Malala Fund

Salesforce announced ProvenWorks as the winner of the 2021 Partner Innovation Award in the Nonprofit Award category for our work with Malala Fund.

With over 400 partner success stories submitted for consideration, we are delighted to have been recognized for our transformative impact as a Salesforce ISV Partner.

ProvenWorks win Nonprofit award for work with Malala Fund

Malala Fund is working for a world where all girls can learn and lead. Malala Fund advocates for resources and policy changes needed to give all girls a secondary education, investing in local education leaders and amplifying the voices of girls fighting for change.

ProvenWorks win Salesforce Partner Innovation Award with customer Malala Fund

“We at Malala Fund are thrilled to be recognized as a forward-thinking, innovative nonprofit by Salesforce. We are grateful for ProvenWork’s support in implementing AddressTools to help us better manage our donor data and are excited to continue refining our systems in partnership with ProvenWorks and Salesforce!”

– Lena Alfi, Chief Development Officer @ Malala Fund

Time to celebrate!

We’re delighted to be recognised for this award as a small but mighty UK-based Salesforce ISV Partner. We’re excited for everything that is to come over the next year. Watch this space!

“It’s a huge team effort. We’d be nowhere without our Development team creating these valuable solutions, our Sales team ensuring our products are the best fit for our inspiring clients, and finally our diligent Customer Success team who won’t stop until our clients experience impact that is truly transformative.”

Joel Mansford, Managing Director @ ProvenWorks

Interested to learn more about our solution?

We’d love to show you around AddressTools

The Salesforce Ben review of AddressTools is live 🚀

Andreea Doroftei talks through the key features of AddressTools as well as ideal use cases, setup effort, and how this app could be a great addition to your Salesforce org.

AddressTools is the ultimate package for address validation, standardization & verification.

Check out this in-depth review of AddressTools for Salesforce by Andreea for Salesforce Ben.

Interested in seeing it for yourself?

If you’re interested in finding out more about AddressTools, use the scheduler below to book a call with our team.