PeopleImport FAQs

QUESTION: Do Validity products support TLS Encryption 1.2? ANSWER: Salesforce ended support for TLS 1.0 on July 22nd, 2017.  DemandTools version 2.60.80 and lower will no longer workPeopleImport version 2.20.32 and lower will no longer work.  ...

QUESTION:  I need to white list the sites for DemandTools and PeopleImport but, the web addresses (www.crmfusion.com & www.peopleimport.com) are not sufficient. I need the IP Addresses; how do I locate those?  ANSWER:  The DemandTools and PeopleIm...

QUESTION: I need to update records in DemandTools but I DO NOT want to trigger the data validation rules as some of my old data does not meet the validation requirement so the updates will end up failing.  Is there a way to turn off the rules when...

QUESTION: Is there a way to remove a single line item from a matching or mapping condition?  I don't want to remove all the items, just one row. ANSWER: To remove one matching criteria (or anything where there is a small box to the left of the ite...

ANSWER:  Multi-select picklist values should be separated by a semi-colon (;) in the input file. Also, be sure to select "Merge" as the update option when mapping the filed in Stage 1 if you want to merge these with any existing values (vs. doing ...

QUESTION: Where can I find the log files that are generated by PeopleImport? ANSWER: If the default locations have not been changed, log files are located in the following location: Documents - PeopleImportData - LogFiles If the default locati...

Some PeopleImport users utilize the application to only find matches and then associate the found matches to a Campaign and/or Task. They do not update data on the found matched Salesforce records or create records for the non-matches; they simple...

QUESTION: Does PeopleImport work will all versions of Salesforce? ANSWER: PeopleImport will work with Professional, Enterprise and Unlimited Editions of Salesforce and does NOT require the Salesforce API add-on.  Note: PeopleImport will not work w...

QUESTION: What is my PeopleImport username and password? ANSWER: Login to PeopleImport is done using your Salesforce username and password, and possibly a Salesforce security token if your Salesforce instance requires one for accessing the Sale...

QUESTION: Can PeopleImport be scheduled? ANSWER: No, PeopleImport cannot be scheduled; it can only be run directly in the user interface.  With the use of saved scenarios it is possible to process the import with minimal user interaction. More inf...

QUESTION: I have the Salesforce ID in my input file and am using that in my matching steps, but it is not finding the matches.  What am I doing wrong? ANSWER: When using PeopleImport to match a Salesforce ID field from an input file the the cor...

My Salesforce Lead Assignment rule is set-up to send an email to the new owner but for some reason this is not happening in PeopleImport, what am I doing wrong?ANSWER:  In order to trigger user emails for new Leads assigned using an Assignment Rul...

ANSWER:  Yes. Restore Files are created after an import completes which contain a before image of all the records that were updated. These can be used to back our any changes made and restore the records back to their state prior to the import.Mor...

ANSWER:  Yes. First be sure to select "Merge" as the update option when mapping the field in Stage 1. Then in PeopleImport Options check the option to "Prepend Long Text Merges". If this option is unchecked then the new data will be appended to th...

QUESTION:  Do you offer any free PeopleImport training? ANSWER: Yes! Validity offers public training sessions for PeopleImport to all customers at no charge.  Validity Public Training - PeopleImport

QUESTION: How do I insert multiple lines of address data to the street field? ANSWER: When inserting street address data via the Salesforce API there is only one "street" field to map to. In order to have the input data match the Salesforce format...

ANSWER:  Yes. PeopleImport will not parse the single column of data. This will need to be done prior to importing. Then map to the appropriate separate fields in Salesforce. Having these in separate fields also allows first and last names to be ma...

ANSWER:  No. However, when PeopleImport completes a "FinalResultsDump" file is created which contains ALL the input data (even fields that were NOT mapped) and also has the Salesforce ID's for all the Leads and Contacts affected during the import ...

QUESTION: How do I uninstall PeopleImport? ANSWER: Each computer will react differently when a user attempts to uninstall PeopleImport (or any program). The normal process to uninstall a program from a Windows environment is as follows:  Go to Co...

QUESTION: How does PeopleImport read .csv and .xls data? ANSWER: PeopleImport uses the standard Microsoft data components to load data from XLS or CSV. These components work great with Access MDB files or a SQL Server connection as the format of...

QUESTION:   We have to make a change to our PeopleImport user(s) because the currently assigned user:  is on medical leave  left the company  no longer needs access to the tool  How can I make change users?  ANSWER: If the assigned user on a Peo...

QUESTION: How are encrypted fields handled by PeopleImport? ANSWER: Matching on encrypted fields: Users that have the "View Encrypted Data" permission on their Salesforce profile will be able to use an encrypted field in their matching.  Using...

QUESTION: If I have a column in my spreadsheet with a mix of populated and blank values and I map this field in Screen 1 of PeopleImport setting it to "Update," will the blank values overwrite a populated value in Salesforce? ANSWER: No, People...

QUESTION: I do not see the login screen when I launch the application; it automatically logs me in. How do I get the login screen back? ANSWER: If a user has Auto Login and Save Password enabled in the Salesforce API Login tab, or Auto Login ch...

QUESTION:  Does PeopleImport support Single Sign On (SSO)? ANSWER:  Yes. You can setup PeopleImport to work with your organization's SSO using the Salesforce OAuth Login screen.  Production/sanbox SSO setup instructions including custom domain exa...

ANSWER:  No. PeopleImport CANNOT be used to import Person Accounts. It is only for Contacts and Leads and will always require that an Account Name be mapped. The "Account Name" field in Person Accounts is a formula field which pulls the First and ...

ANSWER:  No. Only the Campaign ID and Status can be mapped over from the input file in PeopleImport. However, when PeopleImport completes, a "FinalResultsDump" file is created which contains ALL the input data (even fields that were NOT mapped) an...

QUESTION: With what operating systems is PeopleImport compatible? ANSWER: PeopleImport is a .NET application and therefore runs only in a Windows environment.  It can be run on a MAC but only when running a suitable Windows Emulator such as VMWare...

QUESTION: We use the NPSP template, and have not been able to find a way to import individual Contacts due to the requirement that Account Name be mapped.  Can this tool be used to import individuals? ANSWER: No. PeopleImport CANNOT be used to imp...

QUESTION: Why do I need to create a trial when accessing production or a sandbox via PeopleImport? ANSWER: This is normal when logging in to a production org, developer org, new sandbox or refreshed sandboxes for the first time. Production orgs, d...