This article explains how to review matches and updates in the .xlsx file that you download from InsideView Refresh.
||Go to the Review Updates page
||On the Review Matches and Review Updates page, click Export as illustrated.
||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:
- 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.
||Go to the Review Matches page
||On the Review Matches page, click Download.
||Review the matches in the .xlsx file
||Open the matches .xlsx file and review the following details: