The tag has no usage guidance.

learn more… | top users | synonyms

1
vote
2answers
44 views

How do I update Unsubscribe Reason while importing in All Subscribers?

I am trying to update All Subscribers by importing a csv file. The file has Unsubscribe Reason as one of the column but when the import completes the Unsubscribe Reason column in All Subscribers ...
0
votes
1answer
23 views

AMPScript RetrieveRequest for Import activity

I'm trying to create a notification email for admin purposes to notify me when an import doesn't run for a particular day (in short if a file wasn't pushed to the FTP server). I was thinking that it ...
0
votes
1answer
12 views

Import Monthly Sales for any given contact [closed]

Hopefully someone can distill my options here. Goal is to for each contact (not account), import monthly sales figures. What's the ideal data model to pursue. I do not need item level details, just a ...
2
votes
1answer
67 views

Trigger not firing correctly on import?

So I've written this trigger below. I am having issues with this trigger firing off when I import records. It's meant to reassign Lead owners from querying the system on certain factors, and it works ...
0
votes
1answer
48 views

Use contacts from Data Extension as Subscriber

I am importing contacts from a Salesforce custom object into a exacttarget data extension. Is there a way to automatically set those contacts as subscribers? The goal is to always have an up-to-date ...
1
vote
0answers
103 views

Error with new unified import wizard

I am getting the following error when I try to import new contacts (using the email field to match on). Your import failed: Import for object Account did not succeed. Error received - null I have ...
0
votes
1answer
41 views

Is there a way to get email notification when Email Send Definition is performed and Send job is complete?

Note: I am using FuelSDK with C# For example, When Import Definition is completed there is an option to receive email notification showing that import was successful and if there is any error then it ...
0
votes
1answer
30 views

Accessing Import Filename

Is there any way to access the filename being used during an Import, say from within a Query, or - after the import - within AMPScript? Are filenames stored in a place where users of the platform can ...
0
votes
2answers
78 views

ContentNote Insertion through DataLoader

I see ContentNote has been introduced as enhanced note feature, Can anyone let me know in what format I need to insert the contentnote in a particular object via dataloader.io I am getting the error ...
2
votes
2answers
76 views

Import Notes in an object

I would like to import Notes via INSERT in a particular object using Dataloader.io , have tried various times but not able to. Can anyone tell me the .csv file format which needs to be used while ...
-1
votes
1answer
26 views

modified date or create date modification on Task import using DataLoader

I am having an issue importing Task using Dataloader. When I import it creates a new CreateDate per task imported. Can the CreateDate be modified to its original create date?
1
vote
0answers
39 views

IMPORTING DATA - Is there a sequence when it comes to importing?

It there an actual way to import records? I know the sequence is this for standard objects 1. Accounts 2. Campaigns 3. Contacts 4. Opportunities 5. Cases 6. Solutions 7. Pricebooks 8. ...
0
votes
1answer
29 views

Avoiding duplicate contact/lead records when importing a list of leads

I'm looking to import a large list of leads but I'm hesitant to due to the fact that some of these leads I'd be importing could very well already be marked as Contacts in the CRM. Is there a way to ...
0
votes
0answers
20 views

Delete lead trigger not work after import

I'm trying to delete a lead according to condition I have, I wrote my code and it works on manual add new lead. But I tried it using Data Loader tool the trigger not fired and record created. ...
2
votes
0answers
146 views

Need a work around on this WSDL to get rid of import element

<sp:SupportingTokens xmlns:sp="http://schemas.xmlsoap.org/ws/2005/07/securitypolicy"> <wsp:Policy xmlns:wsp="http://schemas.xmlsoap.org/ws/2004/09/policy"> ...
1
vote
2answers
27 views

Mass import of multiple tables — Major problems

For the past three weeks, I've been trying to import accounts / contacts / leads from an old CRM into SalesForce and haven't been able to do so 100% successfully. Our accounts table has 90,000+ ...
0
votes
2answers
25 views

mapping picklist field with numbers on import

I would like to know if there a way to mapping Picklist field values to display as string when Import Excel sheet with number value for that field ? Example I've a lead with Picklist field "Are you ...
0
votes
1answer
95 views

how to import data from production environment to Developer Pro Sandbox

I have a production environment of Salesforce.com with huge data (more than 15,000 records) .. I bought Developer Pro Sandbox and created it. Now, I want to move my data to this Sandbox as it to do ...
1
vote
1answer
79 views

How to import salesforce standard/custom object and fields into excel sheet

I'm preparing the list of master objects and instead of me going through one by one is there a way I can import object name and fields into excel sheet?
0
votes
1answer
46 views

File Naming Pattern within import on seconds

I have a Import that uses the File Naming Pattern etsync_%%Year%%%%Month%%%%Day%%%%Hour%%%%Minute%%%%Second%%.csv and it is used in a Triggered Automation, would the Automation be fast enough to ...
2
votes
0answers
25 views

Sort after Converting Object Name to Autonumber

We are trying to insert all of our historical quote data to a custom object "Quote". In doing so, we want to conserve the existing quote number that was generated in our legacy Access database but ...
0
votes
1answer
68 views

Query activity for records created today not working

I'm in the process of setting up a triggered automation that follows the process Upload to FTP > Import > Wait > Query > Wait > Send Email (to the target data extension of the query). I'm currently ...
0
votes
1answer
59 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
85 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
62 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
24 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
32 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
80 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
86 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
21 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
145 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
22 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
98 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
293 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
1answer
34 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
218 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 ...
1
vote
1answer
160 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
125 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
48 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
168 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
115 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
112 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
38 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 ...
2
votes
3answers
2k 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
75 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
985 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
811 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
27 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
65 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
45 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) ...