Import Wizard

4 minute read
  • Add records from any Salesforce object to Campaign Monitor.

  • Map Salesforce fields to Campaign Monitor custom fields.

  • Schedule to automate the process.

Creating an Import

Before you begin you will need a subscriber list and a data source (Salesforce campaign, report, list view or SOQL statement).
  1. Go to the Subscriber list tab in Salesforce.

  2. Then click the label of the list i.e. SL-0001.

  3. Now click Import wizard then click the new import button.

  4. Select your data source and then click next.

  5. Map Salesforce fields to Campaign Monitor.

  6. Immediately start the import, or set up a schedule for future runs or both.

Salesforce limits report imports to 50,000 records. If you are using Salesforce Professional list view import are not supported. If you set up the import wizard using a list view it will not update should the view be changed. To update an import using a list view edit and click through to save the changes.

Managing an Import

Once an import has been created, a record will show in the recent imports table. The record will show key information such as when it last ran, when it will next run, and who it runs as.In addition to the far right, there is a dropdown arrow. Once clicked, a sub-menu will show the following options:
  • Results - Shows the results of the last import.

  • Edit - Allows you to make changes to the import.

  • Delete - Will delete the import record.

  • Change user - Changes the running user of the import.

  • Run now - Runs the import immediatley once clicked.

You can permanently delete subscribers from a Campaign Monitor subscriber list. If these records are imported in any way either via our integration or directly they will be considered as new susbcribers.

Advanced Settings

On the schedule page of the import wizard you will find a collapsed section for advanced features. For most customers these settings are not needed.

By default, the import wizard only adds and updates records.  But you can also enable replace and resubscribe features. The replace feature is visible here on the advanced settings page. Once enabled it will set records that are not in the import source to a status of deleted in Campaign Monitor. 

The re-subscribe setting is an option found on our general settings tab.  If it is enabled it will apply to all imports. To review the option please click here.

If you have mapped a field to Campaign Monitor that has a blank value in Salesforce. And you want this to also set the value in Campaign Monitor to blank. You first need to enable the clear blank value option.

A new Beta feature allows you to create a segment as part of the import wizard flow. This can be useful where you have a single subscriber list but would like to email only a few of those subscribers based on records in the import wizard. To make the feature visible on the import wizard, please click here to locate and enable the option.

Once the import completes:

1. A new multi-select picklist will be created in Campaign Monitor.  
2. All the  members of the import will have the value selected.  
3. A new Campaign Monitor segment will be created.

Expiry date
If you have scheduled an import wizard you can optionally put an expiry date in. This will the stop the import from running again after the selected date.

Scheduling

Salesforce has a few hard limits which everyone has to respect. A good example of a Salesforce limit is the number of schedule Apex jobs you can have running at the same time. Each selected day and time on the import wizard scheduler page counts as a job.

This roughly translates to how many schedule import wizard jobs you can run at the same time. For most customers the limit far exceeds their needs, and therefore will never be an issue. If we detect that you have too many imports running at the same time and there are no slots we'll try again later. We also provide messaging should you have schedules overlapping.

But if you need a lot of scheduled imports there are some key things we'd suggest.

1. Try to stager the start time for imports if you have more than one.
2. You don't have to select every hour if possible try to leave wider gaps.
3. If you are running an import frequently check your source to make it as efficient as possible.
a. Only include the columns of data you are actually importing.
b. Consider using a filtter only include records that have changed recently.
c. Exclude records that have been opted out, or don't have a valid email address via filters.

If you are not sure how many schedule imports you have we have created a report to help. Please checkout the Subscriber Imports Report (Schedule) found in the Campaign Monitor for Salesforce report folder.

Next Steps

Below are two articles that are recommended reading and the best next steps.

FAQs

Why can I not see an object when working with the import wizard and list views?

Working with list views

Does user timezone impact the import wizard schedule?

Can I use a list view with the import wizard on professional edition?

What happens if the import wizard does not run?

Can I automatically create a segement?

How do I clear picklist values in Campaign Monitor?

How can I import multiple reports into the same susbcriber list?

How can I work with more than one email address for the same person?

Why are records missing from my import?

Why are records missing from my Campaign Monitor segments?

Does the import wizard have any limits?

Why does the import wizard not run for a specific user?

How does personalization work?

How does segmentation work?

What is re-subscribing and how does it work via the import wizard?

How can I change the running user of an import?

Are there any reasons the replace feature will not work?

How can I stop duplicates?

Can I see the results of an import?

Can the import wizard run outside of the schedule?

Why use the Import wizard vs Subscriber rules?

How to update picklist values in Campaign Monitor?

How is Campaign Monitor data linked to Salesforce records?

What happens if my import contains duplicate email addresses?

How do I update the import wizard when I change the associated list view?

I can't add a new Campaign Monitor field when using SOQL

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