11-10-2023 09:23 AM
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!
Solved! Go to Solution.
11-10-2023 10:51 AM
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,
11-10-2023 10:51 AM
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,
11-10-2023 11:24 AM
Thanks Anthony!! will definltly look at that video!
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