1. Go to the SimpleImport AppExchange listing.
2. Select Get It Now.
3. As this is for a demo, choose Install for all users.
4. Optionally, whilst the application installs, email support@provenworks.com with the subject “SimpleImport SDO Help” and we can assign you a primary contact for your implementation.
5. When the application has installed you will be provided with two licenses. The first will be assigned to you, we will now want to assign the second to the SDO’s partner user.
6. Select Manage Licenses next to SimpleImport and provide the user Paul Partner with a license.

1. Open the SimpleImport SDO Deal Registration Template.
2. Use the password SimpleImportSDO to access the file.
3. Read the instructions located on the first sheet. Once happy, download the file as an xlsx.

Note: SimpleImport supports .csv, .ods, .xls, .xlsx and .xlsm file types.

1. Logged in as your user, go to App Launcher then search and select SimpleImport.
2. Select Drag & drop files or click to upload.
3. Upload the SDO template file downloaded in the previous step.
4. Select Choose Sheet.
5. Select Deal Registration.

1. Select Import to Salesforce.
2. Under Object selection, Master, select Lead (Lead).
3. Leave the Detail object and the rest of the settings untouched.
4. Select Next.

1. Set the Import Type to Upsert to reveal Matching Conditions. This option will assist in preventing duplicates by updating matched records. If you want to leave it as Insert, you can skip this step.
2. Map:
   • Last Name to Last Name (LastName)
   • Email to Email (Email),
   • Company to Company (Company).
3. Select Next.

1. Each field should have auto-mapped to the correct Lead field.
2. We’ll now want to add three Constant Values to replicate the Deal Registration Global Action behavior. Constant Values insert the same value for each record (row) in the file. This removes the requirement for additional columns in your template file.
3. Select Add Constant, type Lead - Deal Registration.
4. Click the Map to Salesforce section on the right of the row to open the field finder.
5. Search for Record Type.
6. Select the option Record Type ID (RecordTypeId) | Name (Name) | Lead (M).
7. Add another Constant Value and type Submitted. Then use Map to Salesforce and search for Status. Select Status (Status) | Lead (M).
8. Add one more Constant Value and type Submitted. Then use Map to Salesforce and search for Approval Status. Select the Approval Status (SDO_Sales_Approval_Status__c) | Lead (M).
9. Select Next.

1. Under Save mapping, select Save As.
2. Provide the name Lead - Deal Registration.
3. Check Store the current sheet name in mapping for use with ManagedImport.
4. Select Save.

1. Select Submit to test the mapping.
2. Inspect the tile to to confirm it has successfully inserted 37 leads.
3. Using SimpleImport’s undo feature, let’s undo the import ready for when we test via the Digital Experience.
4. Use the three vertical dots on the file’s tile to reveal more options.
5. Select Undo import.
6. Select Submit to confirm.

1. Select Preferences in the top right of the SimpleImport tab.
2. Scroll down the page to Mapping List.
3. Locate the mapping named “Lead – Deal Registration“.
4. Copy the ID located next to it and save it for later.

1. Go to Salesforce Setup | Digital Experiences | All Sites.
2. Select Builder next to SDO – Partner Central.
3. From Pages, search and select Sales Home.
4. Open the Components tab and find Managed Import under Custom Components.
5. Drag the component onto the layout by the existing Register Deal button.
6. Enter the Mapping ID obtained in the previous step into the designated field.
7. Change the Button Text to Get Started.
8. Change the Component Title to Import Deal Registration.
9. Leave the rest of the fields blank.
10. Publish the Digital Experience.

Note: you will not be able to test the component using Preview, you will need to log in as Paul Partner.

If you were to test now, you will receive an error that Paul Partner does not have the correct field access to the Approval Status field. Let’s fix that.

1. Go to Salesforce Setup | Users | Profiles.
2. Select *Partners.
3. Select Object Settings.
4. Locate and select Leads.
5. Select Edit.
6. Check Edit Access next to Approval Status.
7. Select Save.

Everything will now be ready to test before demoing to your prospect. Let’s log in as Paul Partner and take a look.

1. Navigate to the App Launcher and select the Sales App.
2. Using the favorited star in the top right, select the Contact, Paul Partner.
3. From the actions on the contact record, select Log in to Experience as User.
4. Choose SDO – Partner Central.
5. Using the top navigation, select Sell | Sales Home.
6. Use the Get Started button under Import Deal Registration.
7. Select Upload File and select the original template file.
8. Sit back and let the tool do the hard work.

When finished, the list of leads will be available to see in the Deal Registrations list view located under the Registered tab. This is nice to show to a prospect in a demo.