Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Data Loader serves as a client application designed for the efficient bulk management of data, allowing users to import or export records within Salesforce. It facilitates tasks such as inserting, updating, deleting, or exporting data effectively. When handling data imports, Data Loader reads and extracts information from CSV files or connects directly to a database to load the necessary data. Conversely, for data exports, it generates output in the form of CSV files. The user interface enables interactive configuration, allowing users to define parameters, select CSV files for import or export, and establish field mappings that align the field names from the import files with those in Salesforce. The application also features drag-and-drop capabilities for field mapping, ensuring a user-friendly experience. Additionally, Data Loader supports all object types, including custom objects, making it a versatile tool for data management.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Salesforce
Yes
Adobe Marketo Engage
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Intercom
Yes
Mailchimp
Yes
Pipedrive
Yes
Salesforce Data 360
No
Zendesk
Yes
Integrations
Salesforce
Yes
Adobe Marketo Engage
No
HubSpot CRM
No
HubSpot Customer Platform
No
Intercom
No
Mailchimp
No
Pipedrive
No
Salesforce Data 360
Yes
Zendesk
No
Pricing Details
$5 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Insycle
Founded
2016
Country
United States
Website
www.insycle.com
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
developer.salesforce.com/tools/data-loader
Product Features
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No