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0
votes
1answer
18 views

Import result - transfer automation

I need to have an automation that takes a file from SFTP with a file transfer, runs an import activity, and then runs another file transfer to upload the results file to the SFTP. Apparently I cannot ...
2
votes
1answer
26 views

Importing Contracts: What to do with contract number?

I have a customer who is already using Contracts that wants to import a bunch of their old Contracts. One caveat is that the Salesforce auto-number for Contracts is prefixed with the current year, so ...
0
votes
0answers
13 views

Loading/importing notes into the Leads Notes

I have been trying without success to come up with a way to load comments from an external system in to the leads object. The SF org is Professional edition, so I do not have access to data loader. ...
0
votes
0answers
10 views

How can I Import a list of leads/contacts from a show and create lead/new contact?

The situation is as follows: After a show, we got a list of around 550 new leads, with the following states: Some are totally new leads - and need to be imported into SF as a new lead, attached to ...
2
votes
1answer
20 views

Auto-detection of duplicates in import. To avoid multiple imports

Say I have three Unique(External ID) Fields (Email, Phone, Mobile) But in my file, I do not have values for all three fields for all the rows. But I have atleast value for any one of the field. In ...
1
vote
1answer
38 views

Suppression list is not excluding users from email during Triggered sends

I am trying to use Suppression list to exclude users from emails that are sent from Triggered sends (This was mentioned in ET documentation). These are the steps I followed:- 1) I created an Import ...
3
votes
1answer
20 views

Importing Account Hierarchy from one salesforce to another salesforce instance

I am facing an issue while importing account records as an insert operation using data loader. The issue is i am getting an error message insufficient access rights on cross-reference id: ...
0
votes
0answers
13 views

Subscribers not showing in Supression List

I imported two subscribers to the Suppression List --> Omnio Test --> Omnio Test Suppression using Import Activity. The import activity was successful and I got an email saying 2 users were imported. ...
2
votes
1answer
34 views

How do I change data extension field names from a salesforce report import without having to change salesforce field display names?

I am using the Marketing Cloud connector to import Salesforce reports into Sendable Data Extensions that I then want to use in Journey Builder. The field names that are created in the data extension ...
1
vote
1answer
17 views

Import Activity Task on the test account CM 2.0 Test Account 2

We had enable Import activity in our account last week but as mentioned in the following documentation http://help.exacttarget.com/en/documentation/exacttarget/interactions/activities/import_activity/ ...
0
votes
1answer
39 views

How to import data into the File field using “Import Article” feature?

I'm trying to import data per article type. This is using Login>Set up>Administration Set up>Data Management>Import Articles While doing this I'm getting an error: [MESSAGE 5/1/2015 4:33 AM] -- ...
1
vote
1answer
122 views

Import CSV into Salesforce (Group Edition) automatically

I'd like to import CSV file into Salesforce automatically, e.g. once a day. I can't use Data Loader (Bulk API), because I don't have the needed edition. Is there any other, simple way?
0
votes
0answers
20 views

Scheduling sequential Demand Tools operations to import an excel file

I have a requirement which is giving me a bit of trouble. We have an online app which collects survey data, and this data needs to be transferred to Salesforce once a day. The application does not ...
0
votes
1answer
22 views

How to import contacts in exiting accounts using import account and contacts (NPSP)

I want to imports 1200 contacts in existing 1200 household accounts, i have their ids but i am unable to import them. I tried importing them through import account and contacts but i was unable to do ...
1
vote
1answer
67 views

How to Associate Holiday and Business Hours in Data Import

Is there a way to insert/update Holidays and create the association to an existing Business Hour? In the UI this is achieved by clicking into the Business Hour, clicking the "Add/Remove" button under ...
0
votes
1answer
28 views

How can we import to Suppression list in the Marketing Cloud?

Can we import subscribers to the suppression list using an excel spreadsheet? If not, what are the ways to import to suppression list, and do we need to activate anything for this? I checked the ...
0
votes
1answer
68 views

Create Accounts and Contacts from single csv import

I have limited experience with the Data Import Wizard but I'm curious if it allows me to create new accounts and contacts from a single csv import. Rather then importing accounts from a csv, ...
0
votes
1answer
35 views

Is it possible to query the Import Queue with SOQL?

I would like to run a SOQL query and get the status of a particular import job. I'm referring to the Import Queue found at: Administration Setup > Monitoring > Imports I looked in AsyncApexJobs ...
1
vote
0answers
88 views

Unable to create import definition via REST API using supported FuelSDK ruby client

I'm using the following code to create a list, upload a CSV to FTP and create an import definition.... list = do_add_list "Temp List for #{delivery["message_id"]}" raise Exception.new("Unable ...
0
votes
0answers
15 views

Import field dependencies from lead to opportunity

I just spent few hours setting leads field dependancies for turkish provinces and cities. I would like to save time when I'll do it in opportunities and eventually later on accounts and contacts. Is ...
0
votes
0answers
70 views

Data Load into Accounts (Std Obj) with a Lookup to Custom Object

The issue is that I am not able to map the LookUp Field with a value from the CSV as the Lookup Field is not displayed for Mapping. Tried Import Wizard, Data Loader, Workbench, Jitterbit ... None of ...
2
votes
1answer
90 views

Lead Trigger on Import

Hi I have a trigger that runs to dedupe leads that have matching phone numbers(we have 2 phone fields) it works when you go and manually create a lead in Salesforce but when using dataloader.io it ...
0
votes
1answer
35 views

Can I manipulate SalesForce data using VisualForce

To preface: I'm unfamiliar with VisualForce and the Apex language (prior to a little research yesterday). The problem: I'd like to retrieve data from a SalesForce entry (in this case an Account), use ...
1
vote
2answers
1k views

Import excel csv data using apex class

I have an excel file with a lot of records, and I need to import these records to a salesforce object by implementing a class and a visualforce page in order to use it in the future if needed. So, I ...
1
vote
0answers
53 views

Extact Target- Import subscriber to data extension using C# [closed]

I want to move the newly subscribed/unsubcribed users from my web application to Exact Target system daily.I have a CSV file exported from my web application.I want to import this CSV file to Exact ...
1
vote
3answers
288 views

ExactTarget: Common data loading strategies?

Dear ExactTarget specialists, I am trying to get a hang of how the ExactTarget Marketing Cloud works, and I am struggling in finding information on a seemingly basic task: Loading data into the ...
1
vote
2answers
396 views

How to do move Pricebook and Products from sandbox to production

As the title suggusts, I have created a pricebook with a list of products and their prices in my sandbox, I would like to know how I can export this data into my production instance.
2
votes
1answer
25 views

Long delay before importing to Drupal

I'm completely new to SF. We have an app that is connected to Salesforce. The app communicates with Drupal via the Salesforce Suite module to update/insert/delete new SF contacts. For some reason, we ...
0
votes
1answer
62 views

How to develop without a production org?

We'd like to begin work on a Salesforce custom app, but do not yet have access to a production org and user licenses. We believe we'll have the licenses within 30 days, but are unsure. In the ...
1
vote
1answer
30 views

Manipulating import data [closed]

I want to import field service-repairs into Salesforce as new cases. It should be done automatically overnight (service centers will send their repair data *.csv each evening to a ftp/cloud server) ...
0
votes
0answers
12 views

Is a Enterprise license needed for Data Import

We are Enterprise level SalesForce. We need data import in custom objects done. Do the people doing the data import need an Enterprise level access? Or, what is the lowest level we would require ...
1
vote
1answer
129 views

Roll-up Summary fields not Recalc on import

We use DBAmp to import records from another system. Everything works fine except for when creating a new record. The record does not roll-up via the summary field on it's parent. Any ideas or other ...
3
votes
1answer
200 views

Jitterbit time format issue

I am using Jitter bit to load the data into SFDC. I have the separate fields for date(Field1) and time(Field2) in my text file. I have the upsert query and I did the mapping for salesforce like this, ...
1
vote
0answers
53 views

Retrieve ImportDefintion and corresponding Business Unit for each Import Definition

I am attempting to Retrieve ImportDefinitions from an Account and would like to know which ImportDefinition belongs to which Business Unit. I am expecting a property of Client.ID to be a valid ...
1
vote
1answer
27 views

Import Activity with dup records

When trying to import a file with dup records by email address but different unsubscribe dates, is there a way to tell the system to load the record with the latest unsubscribe date?
2
votes
2answers
379 views

Triggered Automation Stuido: Data Extension Import Error

I am trying to import data into Data Extension via Triggered Automation Studio. I have set up all necessary steps (Import definition, Triggered Automation Studio). Then, I have uploaded into ...
1
vote
2answers
147 views

exact target import activity file size limit

I have an import activity in exact target. I specify import activity to look for files with some pattern. My question is, what is the limit on file size of an import activity? Thanks.
0
votes
1answer
33 views

Need to retrieve errored email addresses that we have attempted to import via API

I run the marketing side (not the code side) of ET for our company and periodically manually import lists of users into our ET account. When I do, I always receive an error report telling me what ...
1
vote
0answers
106 views

How do I insert a customer purchase history when uploading data?

We are a small ecommerce business that works in the B2C model. I am in charge of setting up Salesforce for us and I need to upload all of our customers names, addresses, other information and most ...
1
vote
2answers
354 views

Exact Target Automation Studio: Create multiple automation instances listening to same folder

We use Exact Target for marketing emails. In ET cloud, we have several attributes (columns), and we want to populate different attributes at different frequency and using different csv import files. ...
1
vote
1answer
446 views

In dataloader.io, how can I save my field mapping settings with different files (same column headers)?

I'm using dataloader.io to import a large number of records (60K+) into a custom object with a large set of fields. I'm testing using a small file first (10 rows), but I plan to do a large import ...
0
votes
1answer
147 views

How to import Leads that only exist in Salesforce, and ignore new Leads?

I have a CSV file with a number of records that I periodically upload to Salesforce to update my Leads, Unfortunately some of those records don’t exist in Salesforce, And I don’t want Salesforce to ...
3
votes
1answer
154 views

Challenge: How do I get variables from Salesforce to a workbook and back with results

First off, I don't even like the direction my question is taking, but this is what is requested. We are trying to create a form in SF for sales reps to use to input numbers, hit a button and receive ...
2
votes
1answer
823 views

Adding Custom Objects + Master-Detail Relationships then Rolling Up Objects That Already Contain Data

Is it possible to add custom objects that have master-detail relationships with other objects that already contain records in Salesforce? EXAMPLE: I've uploaded all of my data into the ...
1
vote
1answer
2k views

Importing a date field to Salesforce

I am importing data via a CSV file. Everything is working except the date field. In salesforce I have created a date field in Accounts for the incoming data. When I use the import wizard and I get ...
2
votes
1answer
969 views

Uploading to Custom Object then Matching Contact Object?

How do I import data (via csv file) into a custom object in SalesForce and then use identifying fields within the custom object (such as First Name, Last Name, location, etc) to "lookup" and ...
1
vote
1answer
349 views

Upload CSV in different encoding than UTF-8

Is it possible to set an encoding for a file that is uploaded via a VisualForce page? I am getting errors stating that the content of the uploaded file is not UTF-8 encoded. Ideally, the user would be ...
5
votes
1answer
1k views

How to Mass Import Historical Emails into Salesforce?

I'm deploying a new SF org. I've got hundreds of past email threads with customers I want to "import" to SF and have these emails appear as activities under the Account/Case record. Is there any way ...
1
vote
2answers
102 views

Report showing incorrect total

I have just imported a load of records using Bulk API Bulk API log says - X SOQL says - X Report says - Y Filtering is the same across the board. Any ideas? Thx
0
votes
2answers
396 views

Existing Campaign Member update and email sent to owner?

Is there a way to trigger an existing lead or an existing contact with an email when I import a file as Campaign Members? Also, with this import, I usually gets duplicate leads or contacts which then ...