(800) 242-8371 info@Chaverware.com

Keeping it Clean: The Data Import Basics

Data is a four letter word, but it doesn’t have to be a dirty one. Clean and complete data means trustworthy data, and trustworthy data is what will ensure user adoption at your organization. Importing and maintaining clean data can feel like a daunting chore, especially when you’re just getting up and running in Salesforce, but there are a number of tools to lighten your load. These range from the basic import wizards and merge tools that are built into Salesforce, to a number of more powerful applications. And the really good news is, all of it, even the third-party programs, are free to Nonprofits, so there’s no added cost to making sure you avoid the heavy price of dirty data. Best Practices: Start by Improving the quality of your data files Whether you need to load data records into Salesforce for the first time, or you want to improve the quality of the data that’s already in your system, or you need to augment that data with new information, there are some best practices you should follow before running any imports. No tool will perform its functions well if the file you’re importing with it contains sloppy or incomplete data. Your first step should always be to do some basic level of cleanup on the data files you plan to import. This can include: Put First Names and Last Names in separate fields. Unless your constituents are pop singers and Brazilian soccer players, they probably have at least two names, and you should load them that way. Last Name should be 100% populated. Keep the data in your...