CRMfusion Inc. | Support Home | DemandTools | PeopleImport | DupeBlocker | EzDeDupe | Team Technical Blog |

PeopleImport

PeopleImport Product Details

PeopleImport Product Details

PeopleImport is a standalone Windows based program that can be used by any Salesforce.com Professional or Enterprise customer. (Both administrators and non-administrators)

PeopleImport provides an alternative to importing data through the user interface and allows for the automatic deduplication of the incoming data sets and much more.


PeopleImport Screen One (Click for larger view)
Selecting the input source and then Mapping to Leads and Contacts Tables

Because PeopleImport has the ability to import into both Leads and Contacts at the same time the incoming data source (XLS, MDB, CSV or Queue) can be mapped to the Contact and/or to the Lead table. Most customers would map to both Leads and Contacts, in addition to the mapping you also set the mapping conditions (when to insert , when to update etc)


People Import Screen Two (Click for larger view)
Deciding which Leads and which Contacts the incoming data should be compared against

To support the largest of customers PeopleImport allows you to decide which Leads and which Contacts the incoming data will be compared against. Geographic or regional narrowing is expected to be common place.


PeopleImport Screen Three (Click for larger view)
Developing the 100% customizable comparison methods and auto creating tasks and events and campaign links


PeopleImport Screen Four (Click for larger view)
Determining global tasks, events and campaign linkages.
 
 

 

 

<< Home