topic Need "refresher" in DemandTools

Need "refresher"

bhare1357 — Fri, 10 Nov 2023 17:23:35 GMT

Hi all - its been awhlie both for the community and Demand Tools. So, wondering if somone could point me in the right direction. Here's my story - I have a spreadsheet with about 26K records. These are going to be loaded in as conrtacts but want to see if any of them or the accounts exist in Salesfor first - what's the best module to use?
NOTE - have already dedupted them in excel based on email so should be no dupes in the spreadsheet itself

Like I said not in Demand Tools enough so its tough trying to figure out the right module 🙂

Any help would be much appreciated! Thanks in advance!

Re: Need "refresher"

AnthonyValidity — Fri, 10 Nov 2023 18:51:50 GMT

Hi @bhare1357 !

You're going to want to use DemandTools 5.x's Import module (upgrade to DemandTools 5.32 if you're not already on it).

Here's a training video you can watch from one of our past webinars:

https://knowledge.validity.com/hc/en-us/articles/13347064643867-Import-Module-Overview-video-

It goes over exactly what you're looking for - we include Leads in that use case but you can just ignore that piece 🙂

Regards,

Re: Need "refresher"

bhare1357 — Fri, 10 Nov 2023 19:24:23 GMT

Thanks Anthony!! will definltly look at that video!