This article will cover:
- Choosing related objects to import into.
- Loading an existing mapping.
- Import settings (Campaigns and Assignment Rules).
After uploading a file into SimpleImport use the
Import to Salesforce action to navigate to the object selection and import settings page.
Choosing related objects to import data into
You have the option to import into a single object or two related objects. This article will cover importing in to two related objects (i.e. Account and Contacts) so we’ll be choosing an object from the
Master and then the
Detail select list.
- Use the
Masterselect list to choose the object you want to import data to.
- Choose a related
Loading an existing mapping
Before reading further, what is a “mapping” in SimpleImport?
Mappings contain a predefined configuration to complete a repeat import task. They are designed by users in your organization and specific to your usage.
It is important to note that you may not have any saved mappings if this is your first time using SimpleImport in which case you can skip this step however we will cover how to save a mapping later in this guide if you are looking to repeat your import task, or configure ManagedImport. Your system administrator may advise you on a mapping to select.
If you are aware of an existing mapping to load:
- Ensure the
Object selectioncontains the objects that have a mapping associated with them.
- Use the
Load mappingselect list to search for the mapping name.
When the mapping has successfully loaded, the path will update at the top of the screen. You can now review the configuration and navigate straight to the import summary to start the job.
SimpleImport comes bundled with some helpful import settings that are specific to certain objects in Salesforce. These settings are not mandatory and can be left disabled if you do not wish to use them.
Import to Campaign
If your object selection contains Contacts or Leads in either the master or detail selection, you can associate them with an active Campaign by using the
Import to Campaign setting. A Campaign Member record will be created for each Contact or Lead imported. Each Campaign Member will require a status value that can be defined in the import settings.
Note: This setting will be disabled if object selection doesn’t contain a supported object.
To use Import to Campaign:
Import to Campaign.
- Search and select an existing active Campaign from the select list.
- If you choose
Specific status, use the select list and choose a pre-existing status value. This sets the same status value for each of the file’s rows.
- If you choose
Status from spreadsheet column, ensure there is a column in your spreadsheet and select its header. This option allows for a different status value for each of the file’s rows.
Use assignment rules
If your object section contains Cases or Leads in either the master or detail selection, you can assign the owner by following the configured Assignment Rules in Salesforce.
To use assignment rules with your import:
Use assignment rules.
- If you wish to follow the active assignment rule from Salesforce, select
Use active rule.
- If you wish to use an alternative assignment rule, select its
Note: if the master and detail object selection both support assignment rules, two assignment rule options will be available labelled Master and Detail.
You should now be able to choose which objects you’d like to import to, load an existing mapping if one exists, and understand how to use Import to Campaign and Assignment Rules.
To continue on to choosing the import type (insert, update, upsert), select
Next and move on to the next article in the guide.