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Match 2 Excel file records then Import to Salesforce

Hi,

I'd like to get some help on importing Data from .csv format to Salesforce. I have extracted the Data from ACT database into CSV format however each record type was extracted into a seperate CSV file, all records extracted have ACT Account ID.

I would like to Merge all the records into 1 CSV file then Import it to Salesforce useing Datalaoder.

I've researched Vlookup & Match functions in excel, but I'm confused - can someone help me?

Mike Lazarus

What are you trying to merge? Is each ACT! contact in a separate file or are the files the different tables?

Which version of SalesForce?

D0TCom

ASKER

Total Accounts 872

1 CSV has Accounts & Contacts
1 CSV has Notes
1 CSV has History
1 CSV has Activity

Salesforce is Developer Edition - with Sandbox.

I've Managed to get the accounts and Contacts up in the sand box correctly Mapped, but I am in need of assistance to import the rest of the Data

Thanks in Advance

Mike Lazarus

So you have the Enterprise Edition... I know one of the usual blocks is that you can't import to other tables with the cheaper versions of SF

It is quite a bit of work to get the data into formats that SF like... you might ask Alan at http://www.etechsys.com/salesforce_com.htm to do it for you and save yourself the effort

techhealth

There are a number of ways you could do this. You could certainly ask a pro to do it, for example, me. :)

If you're going to do it yourself, most of the cases, you don't need any special tools other than Excel and the native Force.com Data Loader. For your scenario, I'd put everything in a single CSV (probably all matched together with ACT id) then load it in one run by the Data Loader.

Since you've already loaded Account/Contact in SFDC, you prob need to export those records to CSV so we have the SFDC IDs for further loading. Two questions before we proceed:

Did you include ACT id as a field for Account/Contact in Salesforce.com too?

Where do you want to put Notes/History/Activity? SFDC can have that kind of information on both Account and Contact level.

The answers on those will have important implications on how we need to proceed.

D0TCom

ASKER

Thanks for your reply - our current budget doesnt allow us to pay a professional. And I really appreciate your help.

I have uploaded the Contact/Accounts and Notes and matched it manually. I did create a Historic ACT ID field, and would like to have the notes added to both Objects ( Account & Contacts )

techhealth

Notes should go into the Note object in SFDC. The key is to set the correct ParentId field, which is basically the SFDC Id of the Account or Contact record that a Note record is associated with. To do that you'll need to export your Account/Contact records from SFDC (be sure to include Id and ACT ID), then prob. do some matching in Excel with vlookup using Act IDs, to figure out each Note's correct ParentId. Same way with the Activity information. I'm not familiar with what History is with ACT!; it may or may not have counter parts in SFDC.

D0TCom

ASKER

Yes I did the export from Sales force to Excel then Matched it Manually ( instead of Vlookup ) by ACT ID to the exported report from Sales force. Then uploaded it to Salesforce. It s fine up to that point.

However with Activity and History I need to know how to do the Vlookup, I did notes manually because there were only 174 items.

Thanks.

ASKER CERTIFIED SOLUTION

techhealth

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D0TCom

ASKER

Thanks - I'll give it another try with vLookup, first time I wasn't successful. I'll keep you posted.

Hakatak

For merging the dups together, assign something as an "Account Site" as this is a preferred method of import into SFDC

Tracy

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