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Smart Import Tool

By DataArt

Clean Data is the Key

Free  

Never requires payment

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Business Need
IT & Administration
Admin & Developer Tools
Data Management
Requires
None
Compatible With
Sales Cloud
Service Cloud
Data Cloud

Import data into Salesforce from CSV, XLSX, XLS and other file formats. Review them in an online editor before the import, where you can make corrections according to the tool’s suggestions and fill in lookup fields. View and download your import results.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Data Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Smart Import Tool/v0.9.0 0.9.0
Listed On
08/19/2024
Latest Release
06/27/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.3.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/11/2024

Additional Details

The Smart Import Tool is designed to simplify and streamline the process of importing dirty data from a variety file formats that may contain typos, extra spaces, and names of related records instead of their ID. Unlike other import tools that work in the background and require you to prepare a carefully verified CSV file, the Smart Import Tool lets you see and fix the errors in your data before importing it. And the best part is, the import results appear on the same screen, so you can make corrections and try again without interruption. Forget about having to download CSVs with import errors, correct them in a spreadsheet editor, and start the import process all over again. With the Smart Import Tool, you can get the results faster and with less hassle.

Need help?

DataArt

New York, NY 10016, USA

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