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Website domain matching....returns too many?

Using the Match module, I'm matching an input file that includes websites against our Accounts based on "Comparison type" = Domain.The help files suggest that it uses what's after http:// to do the matching, but there's more going on.As an example, m...

Match Module and Tab Delimited Files

Is there a way to get the Match Module to work with Tab Delimited files?  I have a txt file that is tab delimited.  I have saved the file as csv and xlsx, but it is still tab delimited.  Every time I try to select it as my "Match File", Demand Tools ...

droyer by • Enthusiast
  • 768 Views
  • 2 replies
  • 1 likes

Resolved! Malformed Data - how to fix it?

Hi all - just ran the assessment module. I saw Malformed Data - almost 3k records - I think I understand what it is. However, I'm not sure how to fix it. Anyone have any suggestions on how to find those records first and then how to fix? Thanks!!

bhare1357 by • Frequent Contributor
  • 1282 Views
  • 5 replies
  • 5 likes

Resolved! Demand Tools Mass Import Question

Hi All, does anyone know how I can use demand tool to mark the check box for user to 'Generate new password and notify user immediately' I am mas creating users and would like to check the box. If anyone has any information, please advise.

embaba by • Enthusiast
  • 2035 Views
  • 2 replies
  • 1 likes

Resolved! Allow Blank Override

Hello, I am trying to get a better understanding of "Allow Blank Override" for imports.  What resources do you recommend? Thank you! Gilbert Hernandez

GilbertH by • Explorer
  • 1827 Views
  • 2 replies
  • 1 likes

Resolved! Dedupe: Exclude Contacts with Opportunities

Hey all! We are starting our contacting deduping process in our Org and one issue we ran into was Contacts with Contact Roles, therefore, related to Opps. As we want to preserve as much data as possible and abide by our strict contact role validation...

Scheduled Match Scenario

I have a match scenario set up that includes 5 "Fields to show on Preview".  I scheduled that scenario to run each morning at a specific time.  Unfortunately, every time the schedule runs, the only Match field on the output file is the Match_ID.  Any...

droyer by • Enthusiast
  • 683 Views
  • 3 replies
  • 1 likes
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