PeopleImport Getting Started

Learn how PeopleImport saves Marketing Teams time and money as an import tool with pre-processing deduplication, campaign member creation, custom tasks and more - in one process! ?

Installation takes approximately ten (10) minutes. Before starting the installation please refer to the System Requirements to ensure compatibility.Step 1.   Install .Net FrameworkNote:  Users will be prompted to install this ONLY if it is not alr...

PeopleImport for AppExchange has been designed for and is recommended to be operated on Intel based hardware and Microsoft Windows Operating Systems. Windows 7, 8, 8.1 and 10, Windows Server 2008 R2, Windows Server 2012 32 and 64 bit Refer to W...

There are two login options available: Salesforce API Login and Salesforce OAuth Login with support for custom domains.  Users that do not use SSO can use either option for logging in, and those that use SSO will need to use the OAuth Login option...

PeopleImport - API LoginStep 1:  Proxy SetupThe Proxy Setup button is where proxy server settings are entered, and/or a custom endpoint is specified for logging into a sandbox. More information on Proxy Settings can be found HERE. More informati...

PeopleImport - OAuth Login OAuth Login generates a long term login token.  If Auto Login is checked, the user will still be able to login EVEN IF THEIR SALESFORCE PASSWORD HAS BEEN CHANGED.  When someone leaves the org it is recommended that their...

Starting in Version 2.2, PeopleImport offers a 64bit and 32bit version.  Not only will PeopleImport run on a 64bit PC, it can utilize up to 32GB of RAM for faster downloads, building of the results grid, and greatly minimizes "System Out of Memory...

      1 & 2. Lead/Contact Mapping Defaults Default mappings to be used when data is mapped in Stage 1 from the input file to the fields in Salesforce. Once fields are mapped, individual settings can be updated on a field by field basis. There are ...

PeopleImport can be used with either a production instance or a sandbox instance.  By default, PeopleImport accesses the Salesforce production login server.  An unlimited number of sandbox accounts are allowed for each production org. Starting in ...

QUESTION:   Do I need to adjust my network settings to access PeopleImport? ANSWER: In most cases, no network settings have to be adjusted to use PeopleImport on your local computer. If you do have problems logging into PeopleImport (and you can l...

If an organization uses a proxy server to access the internet, proxy server settings will need to be entered on the PeopleImport login screen using the Proxy Setup button in the upper right.  Obtaining Proxy Settings Each organization functions d...

QUESTION: How do I share my Cleaned Account List and/or Nickname List? ANSWER: There are 2 way to share the “Cleaned Account List” and “Nickname List” between PeopleImport users:  1. Update the directories where these files are located to a shared...

Options are accessible by selecting the Options button in the bottom left hand corner of PeopleImport. General Settings: Settings for PeopleImport as a whole File Paths: Full pathnames indicating where Log Files, Restore Files, and Replace Lists ...

Allows each user to select where PeopleImport Files are saved By default, files are saved either in the users "MyDocuments" folder if running Windows XP or "Owner\Documents" folders if running Windows Vista A "PeopleImportData" folder is create...