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What is Salesforce Data Loader?

Data Loader is a client application specifically created to streamline the bulk management of data within Salesforce, empowering users to efficiently import or export records. It simplifies various operations such as inserting, updating, deleting, and exporting data with ease. When it comes to importing data, Data Loader can read and extract details from CSV files or connect directly to a database for loading required information. In contrast, during data exports, it produces output in CSV format. The application features a user-friendly interface that allows for interactive configuration, enabling users to set parameters, choose the appropriate CSV files for import or export, and define field mappings to ensure that field names from the import files correspond correctly with those in Salesforce. The drag-and-drop functionality for field mapping enhances its usability, providing a seamless experience. Moreover, Data Loader is capable of supporting all object types, including custom objects, which makes it a highly adaptable tool for effective data management. Its comprehensive features ensure that users can handle their data needs with flexibility and precision.

What is Insycle?

Identify and remove duplicate entries for contacts, companies, and deals across multiple domains while efficiently consolidating them in bulk. This operation involves generating CSV reports, setting flexible criteria for establishing the primary record, providing a preview function, and incorporating automation features. Improve personalization initiatives by standardizing job titles, addresses, industries, and various text fields. Leverage consistent information to effectively segment your audience and launch targeted marketing initiatives. Import data from CSV files through established templates and adaptable update options to avoid creating duplicates or losing vital information. Focus on cleaning the data before import by pinpointing and correcting incomplete, misformatted, or erroneous entries. Remove redundant data, invalid email addresses, incorrect phone numbers, and other inaccuracies. Execute bulk updates on records and fields using multiple functions, including transforming names into proper case, eliminating unnecessary whitespace, and formatting phone numbers correctly. The straightforward ETL process enables a comparison of CSV files against the existing records in your database, aligning rows with records based on chosen field(s) to reveal both matches and deficiencies in your data. This method negates the necessity to export to CSV and wrestle with intricate VLOOKUP tasks, IDs, and SQL queries, thus greatly enhancing data management efficiency. By utilizing these features, you can ensure that maintaining clean and precise data is not only feasible but also significantly streamlined. Additionally, this systematic approach fosters heightened productivity and accuracy in your organizational processes.

Media

Media

Integrations Supported

Salesforce
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Marketo
Pipedrive
Salesforce Data Cloud
Zendesk

Integrations Supported

Salesforce
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Marketo
Pipedrive
Salesforce Data Cloud
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$5 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/data_loader.htm

Company Facts

Organization Name

Insycle

Date Founded

2016

Company Location

United States

Company Website

www.insycle.com

Categories and Features

Categories and Features

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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