SimpleImport: User Guide

Welcome to the SimpleImport User Guide. SimpleImport is a quick-to-adopt importing solution for Salesforce CRM aimed at streamlining repeat import tasks, designed to scale with your business, and offering unique functionality designed with the end user in mind.

Deploy SimpleImport and Managed Import to users in your organization

• How to: deploy SimpleImport and Managed Import to users in your organization – ProvenWorks

Accessing the solution

• How to access SimpleImport

Home and upload

• Uploading files
• File states and actions

Single object import workflow

• Object selection and import settings
• Setting the import type
• Mapping data to Salesforce fields
• Review import, save mapping, and import

Master-detail import workflow (two related objects)

• Object selection and import settings
• Setting the import types
• Mapping data to Salesforce fields
• Review import, save mapping, and import