“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
- 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
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: our user-centred data loader for Salesforce
Importing spreadsheet data to Salesforce is vital for so many organisations. Simplelmport makes this job as effortless as possible for your users.
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.
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