Grid - Data Import Wizard

The Data Import Wizard is a feature available to GridMate users that simplifies the process of importing data from external sources into their Salesforce org. With step-by-step guidance, real-time updates, and error messages, it reduces the risk of errors and saves time compared to manual data entry.

Enable Import Object

The Enable Import object feature allows you to add the Data Import Wizard action to your Grid.

Enable Import object

Data Import Monitor

The Import Monitor is a GridMate utility bar that enables you to monitor the status of imports and detect any errors that may occur during the process.

Data Import Wizard Setup

By enabling import objects and adding the Import Monitor, you can now easily import your data using the GridMate Import Wizard from any GM - Smart Grid(Related List, FieldSet, ListView and User Grid). The video below is a step-by-step tutorial to get familiar with import wizard👇.

Grid - Data Import Wizard