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Pugs_Validity · 06-13-2025

Our in-house formula wizard @AnthonyValidity has came up with a helpful formula for a use case we've commonly ran into. If you are matching addresses but need to ignore a specific floor, unit, apartment, suite, room or building that may be listed aft...

Pugs_Validity · 05-06-2025

The instructions below detail how you can utilize the Import module to insert child objects soley using a external ID located on a parent object. For this process, we’ll be utilizing the Import module and perform an Upsert operation.This process wil...

Pugs_Validity · 11-14-2024

@JonG_Validityworked with a customer for an awesome use case we had to share. Using DemandTools new Formula Template operation, the Import module supports several different ways to transform raw data using out of the box Transform Operations or a For...

Pugs_Validity · 11-14-2024

If you missed the webinar this morning, take a half hour to learn about DemandTools Notifications in the recording below. As we discuss in the video, this feature is a game changer in being efficient with your data reporting operations for a number o...

Pugs_Validity · 08-14-2024

An often forgotten feature with DemandTools, this function allows you to reference fields from a parented object of up to five levels of hierachy above a child. Utilize this feature across modules when conditioning or setting preview fields to ensure...

Pugs_Validity

@annabelleRBS - Ah, it's not available in that same format for DemandTools Elements unfortunately. That being said, you can still run the same default scenarios. You'll find the documentation here explains what you are seeing in your report. If you f...

Pugs_Validity

Hey @Naresh - Thanks for reaching out and bringing our attention to the documentation. I'm going to go ahead and open a support for you so they can work with you to investigate this further. For the base url, you will want to update it to https://bpi...

Pugs_Validity

@lcmonroe - Thanks for reaching out! Functionality is there, just operates differently. From the preview screen, you'll see "Check All" as the deault, every record is checked by default. To "Check None", you would simply want to hit the top left chec...

Pugs_Validity

Hey @annabelleRBS - Excellent question! The report is the number of unique cumlative accounts found after running the duplicate scenarios for each given object that can be found within the Assess Module. Under the Record Issues tab, you'll find a How...

Pugs_Validity

@beavery - Is the Data Source field on your import source? All you should need to do in that event is set the step one condition to "Do Not Update" for the Data Source field. These conditions only apply to record matches, not newly created records fr...

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Ignoring specific Floors, Units, Apartment, Suites, Rooms & Buildings when Matching Addresses

Importing Records utilizing an External ID located on a Parent Object

Use Case: Using DemandTools To Transform Raw Data

Video: DemandTools Notifications

Did you know? DemandTools V can view five levels of object hierachy!

Re: Accessing duplicate assessment results.

Re: 401 unauthorized error

Re: Import - Check none, check insert, check update

Re: Accessing duplicate assessment results.

Re: Import - Modify with a Formula: Is Conditional update using another field possible?

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