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Mike
New Member
Aug 5, 2024 5:33 PM UTC
Solved

Scheduled Imports with missing data

I use scheduled imports in order to fire off cadences at different points in the life of a open renewal opportunity. The importer breaks if the first row of the SFDC report is missing a sold to contact, which is the ID it is looking for a person. Its fine if that row errors out, but I still need the rest of the report to fire. This is only an issue if the first row fails. If row 1 is fine and row 2 fails, it still works.

Is this working as intended? Would love to be able to work around this.

    RebeccaHeyse
    RebeccaHeyseAnswer
    New Contributor
    Aug 5, 2024 6:27 PM UTC

    @Mike can you add a filter to the report where if that value is blank you exclude it from this report? Then you may want a different CRM report for only the blank “Sold To” contacts so that the reps can go through those contacts separately and then it wont break or delay your import. Just an idea. Not sure how that would work for your set up/process. 

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    RebeccaHeyse
    RebeccaHeyse
    New Contributor
    Aug 5, 2024 5:59 PM UTC

    Hi @Mike I have a follow up question to your post. 

    • Is your ‘sold to’ field actually your CRMs Lead/Contact ID field? It sounds like this value you are using as your lead/contact ID has null values and may be why it’s breaking. Is there another value also called Lead ID or Contact ID? On any import you do scheduled or manual you need Lead/Contact ID. I am wondering if that is why it’s breaking.
    MikeAuthor
    New Member
    Aug 5, 2024 6:03 PM UTC

    The report does pull in the Contact ID, but it finds that contact from the opportunity record and the “Sold To” field. Issue is that some of the “sold To” fields are blank if that record has been marked inactive. We are education the sellers to re-populate this field on all their deals if it is blank, but if 1 slips by and it happens to be the first record at the top of the report, them the import fails.

    RebeccaHeyse
    RebeccaHeyseAnswer
    New Contributor
    Aug 5, 2024 6:27 PM UTC

    @Mike can you add a filter to the report where if that value is blank you exclude it from this report? Then you may want a different CRM report for only the blank “Sold To” contacts so that the reps can go through those contacts separately and then it wont break or delay your import. Just an idea. Not sure how that would work for your set up/process. 

    MikeAuthor
    New Member
    Aug 5, 2024 6:28 PM UTC

    I think we came to the same conclusion at the same time! Sometimes putting problem on the page leads to the solution. Great thinking!

      RebeccaHeyse
      RebeccaHeyse
      New Contributor
      Aug 5, 2024 6:30 PM UTC

      hah! Perfect! 

      Salesloft Employee
      Samloveland
      Salesloft Employee
      Aug 5, 2024 6:56 PM UTC

      Love seeing this type of exchange and sharing of challenges and solutioning by the Champions.  This is exactly why we launched it.  I hope to see more members doing the same.  Thank you @RebeccaHeyse and @Mike for starting us off.

        Salesloft_Rob
        Salesloft_Rob
        Regular Contributor
        Aug 5, 2024 7:00 PM UTC

        Day 1 and @RebeccaHeyse is already hard at work in the Champions Hub!! 👏🏼

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