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Need "refresher"

bhare1357
Frequent Contributor

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!

1 ACCEPTED SOLUTION

AnthonyValidity
Validity Team Member
Validity Team Member

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, 

Anthony Lardiere Jr
Senior Customer Success Manager

View solution in original post

2 REPLIES 2

AnthonyValidity
Validity Team Member
Validity Team Member

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, 

Anthony Lardiere Jr
Senior Customer Success Manager

bhare1357
Frequent Contributor

Thanks Anthony!! will definltly look at that video!