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PeopleImport field mapping options and how to change the defaults  

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Olivia Hinkle
Data Super Hero Admin
Joined:6 months  ago
Posts: 185
August 4, 2017 10:39 am  

PeopleImport's field mappings are set on a field by field basis and offer the following options:

  • Show in Grid 
    • Shows the field value of the matched to record in Salesforce in the results grid. Helpful for spot checking results.
  • Insert
    • Applicable for new record creation.
    • Inserts the field value from the spreadsheet into the field in Salesforce.
    • New record creation is stipulated later in the process. Just because Insert is checked for a field, it doesn't mean a new record will be created. At this stage, it is more of an "in the event of" a new record being created, place this data from the spreadsheet in this Salesforce field.
  • Do Not Update
    • Applicable when a matching record is found. 
    • When fields are mapped with this option selected, the field may be used to match on but will not accept any data from the spreadsheet. The existing Salesforce value will remain.
  • Update
    • Applicable when a matching record is found. 
    • When fields are mapped with this option selected, the field may be used to match on and the existing Salesforce value will be overwritten with the value in the spreadsheet.
  • Update only if blank
    • Applicable when a matching record is found. 
    • When fields are mapped with this option selected, the field may be used to match on and the Salesforce field will be updated with the value in the spreadsheet BUT ONLY IF THE SALESFORCE FIELD IS BLANK. 

The default mapping settings are:

Show in Grid                                                         

Insert

Update

Defaults can be accessed and changed by clicking the Options button on the lower left of the interface.

See image for visual.

 

Edited: 2 months  ago

Olivia M.J. Hinkle
Product Adoption Manager
CRMfusion, Inc.


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