Reviewing Matches and Updates in InsideView Refresh Spreadsheet

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This article explains how to review matches and updates in the .xlsx file that you download from InsideView Refresh.

StepDescriptionDetails
1 Go to the Review Updates page On the Review Updates page, click Download.

 

2 Review the updates in the .xlsx file

Open the updates.xlsx file and review the following details:

  • Check for the following sheets in the Excel spreadsheet:
    • All - shows updates for all filters that you defined in your InsideView Refresh filters.
    • 1_filtername - shows updates based on the first filter in your InsideView Refresh account.
    • 2_filtername - shows updates based on the second filter in your InsideView Refresh account.

      Note:  In the Excel file, you will see up to six separate sheets for each filter as per your InsideView Refresh account settings. You can also download the .xlsx file for an individual filter .

  • CRM fields are in blue color and InsideView fields appear in red colored header row. Review the Filter Name, Salesforce CRM fields and matching InsideView Refresh fields.                               

    Note: You will see updates in grey color only when the Flag Only check box is selected in the InsideView Refresh filter. Otherwise, all updates are visible but they are pushed to the CRM by default. For more information, read the article Creating Filters in InsideView Refresh in our Knowledge Base.

  • Once you have reviewed updates, import the spreadsheet in your Salesforce CRM.
3 Go to the Review Matches page On the Review Matches page, click Download.

          

4 Review the matches in the .xlsx file Open the matches .xlsx file and review the following details:
  • Check for these sheets in the Excel spreadsheet, such as:
    • Suggested Match- shows suggested matches as per your InsideView Refresh filters.
    • Un Matched - shows unmatched records as per InsideView Refresh filters.
    • In Progress- shows matches that are in progress as per InsideView Refresh filters.
    • Failed - shows failed matches as per InsideView Refresh filters. 
    • Restricted - shows restricted matches as per InsideView Refresh filters.
    • Matched - shows matched records as per InsideView Refresh filters.

    For more information, read the article Reviewing Matches in InsideView Refresh in our Knowledge Base.

  • CRM fields are in blue color and InsideView fields appear in red colored header row. Review the Filter Name, Salesforce CRM fields and matching InsideView Refresh fields. 
  • Once you have reviewed matches, import the spreadsheet in your Salesforce CRM.
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