Guidance Needed: Re-importing Cleaned CRM Data Back to Salesforce

·Mar 10, 2025 01:00 AM·

A customer sent me an export of their CRM data - and I clean it up in Clay, and they are seeking to re-import back to Salesforce. Any one have a step by step of what this might look like so I could provide some guidance? Would greatly appreciate any ideas

3 comments

· Sorted by Oldest

Daniel L.
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Hi Joe, no step-by-step, but they could e.g. use https://dataloader.io/ to get the cleaned & enriched data back in.
Pete B.
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Joe H. if you like Google Sheets or Excel, I like https://www.xappex.com/g-connector-google-sheets-to-salesforce-connector/ Salesforce has a tool too, but I found this better. DM if you need extra tips on this
Joe H.
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Pete B. and Daniel L. - super helfpul. let me give these a read and will get back to you shortly!

Daniel L.
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Hi Joe, no step-by-step, but they could e.g. use https://dataloader.io/ to get the cleaned & enriched data back in.
Pete B.
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Joe H. if you like Google Sheets or Excel, I like https://www.xappex.com/g-connector-google-sheets-to-salesforce-connector/ Salesforce has a tool too, but I found this better. DM if you need extra tips on this
Joe H.
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Pete B. and Daniel L. - super helfpul. let me give these a read and will get back to you shortly!