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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The Configero DataLoader significantly simplifies the processes of uploading, bulk editing, and cleansing data. It enhances the standard functionality of the Apex DataLoader by enabling users to filter records more effectively and provides a preview of pertinent records before they are mass edited and uploaded to Salesforce. Additionally, it supports all object types, including custom objects, and allows for external ID matching against formula fields. The tool also retains mapping for each type of CSV file used and features a user-friendly, wizard-driven interface for easy customization. Users can preview and modify data before it is loaded into Salesforce, ensuring accuracy and efficiency in data management tasks. This makes the Configero DataLoader an invaluable tool for anyone looking to enhance their data handling capabilities.

Description

Detect and eliminate duplicate contacts, companies, and deals across various fields while efficiently merging them in bulk. This process includes generating CSV reports, establishing adaptable criteria for determining the master record, a preview feature, and automation capabilities. Enhance personalization efforts by standardizing job titles, addresses, industries, and other text fields. Utilize consistent data to segment and initiate targeted marketing campaigns. Import data from CSV files using predefined templates and flexible update options to prevent the creation of duplicates or the loss of critical information. Prioritize cleansing the data prior to importation by identifying and rectifying incomplete, incorrectly formatted, or inaccurate entries. Eliminate redundant data, fake email addresses, invalid phone numbers, and other erroneous information. Perform bulk updates on records and fields through various functions, such as converting names to proper case, removing excess whitespace, and formatting phone numbers. The easy ETL process allows for a comparison of CSV files against existing records in your database, aligning rows to records based on any specified field(s) to uncover both matches and gaps in your data. This approach eliminates the need to export to CSV and struggle with complex VLOOKUP operations, IDs, and SQL queries, thereby streamlining data management significantly. With these tools at your disposal, maintaining clean and accurate data becomes a more manageable task.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Adobe Marketo Engage
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Pipedrive
Zendesk

Integrations

Salesforce
Adobe Marketo Engage
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Pipedrive
Zendesk

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$5 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Configero

Founded

2009

Country

United States

Website

www.configero.com/apps/dataloader/

Vendor Details

Company Name

Insycle

Founded

2016

Country

United States

Website

www.insycle.com

Product Features

Data Cleansing

Address/ZIP Code Cleaning
Charting
Data Consolidation / ETL
Data Mapping
Multi Data Format Support
Phone/Email Validation
Raw Data Ingestion
Sample Testing
Validation / Matching / Reconciliation

Product Features

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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