#Bulk Import0 discutindo

Hey David,  How are you attempting to add the Contacts to the Campaign? Are you using Dataloader? If so, you'll have to have the Contact IDs. (See this article)  However, you may be able to get the contact IDs if you build a report in SFDC that has columns for Contact ID, Contact First Name, Last Name, and whatever other data points you have in your original CSV (hopefully Phone or Email are included). Then, in Excel, use a CONCATENATE formula to bunch those data points together, and a VLOOKUP to find matches to your original CSV data (where you also applied a CONCATENATE function).  Then you'll have IDs matched to names on your original file and can upload via dataloader.

@Genesis Tifa-Tejada,

I was originally talking about just marking that on the data when you are inserting it (this would be completely manual). I am realizing now though that you said all the incoming insertions are related to the same project right? I'm not sure if you would run into an order of operations issue but you could also do one of the following two things:

1. In batch one, after the chatter post goes out, set a field on the project level that says 'email_sent__c' or something. Then, in batch two, you'll know not to send a duplicate post

2. If you are using the Create Records element and not the post to chatter action, you might be able to query to see if there is already an inserted chatter post tied to that Project record, but again I'm not sure if the order of operations is in your favor (your second batch of insertions might be running before your post record in query-able)

Hey @Claire Smith,

even I do not use data import wizard (I used it only with trailheads - I recommend starting using data loader or something similar), but for on this first Data Import Wizard Page you are selecting Account RT. If you click next, then you can edit mapping, find your column where you have stored Contact Record Type (I believe you need to have Id of that record type, not Name. ow to find Id? Object Manager > Contact > Record Types > Click on needed RT > ID is in URL of your browser...) and click Change/Map an from Select field find Contact: Contact Record Type

I hope this will work for you ;)

Cheers

So if some of the prospects are connecting that means things are fine.

It sounds like you did your Prospect import first, and then your User Import later.

You can either leave things alone, and as Prospect records have activity they will sync themselves. This requires that something triggers an update to the 'Last Modified Date' and could take a long time.

Or you can trigger a full sync. That will make Pardot sync with Salesforce in the next hour or so (depending on your database size).

And the easiest way to trigger a full sync is to import your Prospects in Pardot (again).

You just take a CSV of your prospects, and do the import again. You don't even need to 'do' anything with them - don't update any fields, add them to a list, nothing. During step 4 of the import wizard just select the radio button that says 'Import Prospects.'

The act of importing will queue them up to sync with Salesforce.