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SimpleImport

Your cloud-based, user-friendly, and secure spreadsheet data loader solution. You and your users can import Excel data into any object easily and safely through a simple interface, with customizable field mapping, all from within Salesforce.

Product Information

In the Salesforce spirit of “No Software”, ProvenWorks is proud to offer SimpleImport, your software-free solution for Excel spreadsheet data imports. No client downloads, no complex validation, no concerns of over-permissioned users, no hassle; just a clean, safe, user-friendly tool to import data.

Importing data with SimpleImport could not be more straightforward

  • Select your file
  • Check the automated field mappings
  • Import!

Lock down your imports

  • Restrict permissions for users with a Managed Import
  • Pre-configured imports reduces your importing process to just a few clicks
  • Add to a Community page for a simple and secure importing method for Partners

Encourage your Salesforce Community users by streamlining their data integration, enabling safe import of their orders or data directly, using their existing restricted permissions. Simplify deal registration by using our restricted “Managed Import” feature, to import with pre-saved mappings for a standard sheet.

Your Simple Importing Solution

Managed Import allows you to lock down imports to a single button, with predefined object field mappings.

Each import provides a success and failure report. The failure report can be edited and reimported, to quickly resolve validation issues.

Supported file formats - .xls, .xlsx, .ods and .csv files, these files can also be uploaded within a ZIP file to reduce bandwidth.

Choose the users you want to have access to import, support both admins and standard users.

managed import lightning component for custom object in community
selecting a user to access simpleimport

Restricted User Access

Restrict the objects users can import into with either custom rules, or their standard permissions.

Undo button to roll back mistakes.

Intelligent mapping automatically maps the columns in your file to Salesforce fields prior to import. The tool will then ‘remember’ these mappings and use them automatically in future.

Update your products and pricebook easily.

Pricing

Pricing starts at $810 USD/year for the first user 
and $405 USD/year for subsequent users. Volume discounts for Communities pricing available. Contact sales@provenworks.com for a quote.

To trial SimpleImport Premium, select the AppExchange® button at the top of the page and install into your org. Once you’re happy with the application, email our sales team at sales@provenworks.com

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SimpleImport for Free

SimpleImport Free is also available on the Salesforce® AppExchange®, allowing you to easily import Excel files into Accounts, Contacts, Leads, Opportunities and Contracts objects free of charge.

It offers the same core features as SimpleImport Premium but with restrictions on file sizes and supported objects. See the table below for a full comparison.

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Get more with SimpleImport Premium!
Salesforce ®
Apex Data Loader
Salesforce ®
Import my accounts
& contacts
ProvenWorks ™
SimpleImport Free
ProvenWorks ™
Premium
All editions (inc Profession without API) Red Cross tick tick tick
Cloud Based / Cross-Platform Red Cross tick tick tick
Doesn't require "Modify All Data" permission Red Cross tick tick tick
Max number of users per org: n/a n/a 1 Qty Purchased
Uploaded files are retained for: n/a Red Cross 7 Days 3 Months
Maximum single file upload size: None 500 records 1 150KB 200MB
Total retained file size: n/a n/a 25MB User x 250MB
Maximum usage in a 7 day window: n/a n/a 50MB User x 1GB
Supported File Formats CSV only CSV only XLS, XLSX, ODS & CSV XLS, XLSX, ODS & CSV
Objects supported: All standard
& custom objects
Accounts
& Contacts 2
Accounts, Contacts, Leads, Opportunities & Contracts All standard
& custom objects
Simultaneous Master-Detail Import (ie. Account & Contact) Red Cross tick2 tick tick
Save field mappings: Red Cross Red Cross tick tick
Add imported Leads & Contacts to a Campaign Red Cross Red Cross tick tick
Price Free 3 Free Free See pricing section