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Reverse Data Import

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12 comments

  • Tom Kaltz

    I work around this by having the import add a tag "importYYYMMDD" so I can filter and delete if I need to.

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  • Richard S

    Thank you very much.  That is very very helpful and a great tip.  We will try it.  We are going to have to do a lot of importing and inevitably not all will go according to plan!

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  • Marcelo Ramagem

    This is a REALLY tall order for a feature request. As a developer myself and database guy, I can tell you this would be VERY difficult to implement. The tags suggestion is exactly what I would recommend per Tom Kaltz's recommendation. Additionally, you can also download the imported history and merge that into an external file to take corrective action, then use the salesmate ID field when doing the next import. In other words, you can "fix" your data outside salesmate then force the corrected version back in.

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  • Richard S

    All very much appreciated from you knowledgeable people.  This may be a tall order but it is a standard feature in Pipedrive and one we have used repeatedly to build our database from several large sources, following a similar method to what you describe.  Their import field matching is also very intuitive and flexible.  However, the limitations of their built in email client render their product unusable for us and so we are migrating to Salesmate which has many similar features and similar UI which minimises the learning curve for our teams. Learning the work arounds is a great help from you here to achieve our goal.

     

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  • Marcelo Ramagem

    Richard I totally get it. We are in the process of leaving Pipedrive as well. The crazy thing is they use the exact same email service to sync emails as Pipedrive (Nylas) so I can't for the life of me understand why they think its ok to remove contact email history once you update / change their email address. Its insanity! I assume this is the issue you are also fed up with in Pipedrive regarding email.

    As for import rollback, I get it and agree. Its definitely nice feature.

    I also think Salesmate has vastly superior filtering mode to slice & dice data... in pipedrive you end up with dozens upon dozens of filters because they force you to save one every time you want to look at a sliver of data differently. Its cause a huge nightmare for our sales team and they are completely deaf. We've requested them to make basic changes with very detailed uses cases and suggestions... but nothing ever happened. So we are leaving them even though we are pre-paid through May 2020. Thats how bad we view pipedrive. Don't get me wrong with 5 or 6 fixes they would be a contender with Salesmate, but they are more worried about adding new shiny features instead of having the basic stuff work.

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  • Richard S

    Thanks.  I agree that Pipedrive are totally unresponsive to recommendations, however essential they appear to be for basic operation.  They are aware that their email client integration is not fit for purpose but say that the cost to improve it to provide folders, basic search capabilities, and fix bugs is too expensive and there will be no solution soon!  They do however have Outlook contact sync'ing.

    Incidentally, in Salesmate we used contact records for our own sales users to track business emails, activities etc for each other to view.  Since last week, Salesmate have removed all contact email history from our users' records..  Not a good step for us.
    "Any user with an email of SMTP server address matching their user ID has all emails and record data removed. If the email exists as an SMTP ( Inbox, Team Inbox, Outgoing SMTP ) or as the Email address as that of a User in the system, these emails will not be shown on the timeline."  This, combined with the inability to mark an individual email as "Private" is causing a panic amongst our trial users here.

     

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  • Marcelo Ramagem

    Richard,

    Can you elaborate on your last comment?

    What does this mean "Since last week, Salesmate have removed all contact email history from our users' records"?

    I am asking because in pipedrive we had a major issue and I want to make sure I am not going to have same issue in salesmate (though I tested the scenario I am about to describe when I first signed-up for sales mate).

     

    As an example... In pipedrive, when you had a contact with email vp-sales@abc-company.com then later updated their email to ceo@abc-company.com... pipedrive would simply hide all previous email exchanges with vp-sales@abc-company.com 

    Its as if the devs at pipedrive never envisioned a sceario where a prospect / contact changes email addresses or moves to work for another company and gets new email address. Its absolute INSANITY.

    I tested this in Salesmate (first thing I did when I enrolled in trial) and it didn't seem to be an issue. However, your comment here gives me pause. What did I miss during my salesmate testing? Is there another "fatal flaw" regarding email in salesmate that will drive m insane later?

    Please do elaborate some more on your comment. If I understand it better perhaps I can test on my end and help you push salesmate towards improving the feature or fixing it. Email is CRITICAL to CRM.. 

    I already agree with you the ability to not individually mark emails as privates is a BIG shortcoming in Salesmate... though one I know they can easily fix (pipedrive already offers this).

    Thanks in advance for taking the time to elaborate on your issue. Hopefully, us user can work together to get Salesmate to focus on issues that matter to those of us who use it daily.

    Best

    Marcelo

     

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  • Richard S

    I think we got our wires crossed.  Our sales team want to see all work emails sent by them and their colleagues to our customers.  So, we created an email alias for each so that each Salesmate user has his/her own contact record in Salesmate.  This enabled all email history to be viewed under each record.  Salesmate have now blocked this if any user email or smtp is the same as the record ID.  All emails have now disappeared from their record histories.
    We have succeeded in sync'ing all Pipedrive contacts to Outlook through Exchange.  This enables all emails to be managed/created/read in Outlook and they appear in the Pipedrive contact records.  This gets round their hopeless built-in email client.  If Salesmate could bi-direction sync to Outlook this would be a big plus.

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  • Fredrik Eriksson

    @Marcelo: The scenario you describe, where a Contact's email address changes from email1@###.com email2@###.com just happened to one of my customer. In Salesmate, I replaced the old email with the new one and all my past email history with that Contact disappeared.

    However, there's a fix: If you create a new custom field in Contacts (Field Type: Email) and use it for the old email address, the old emails do reappear--both received and sent emails.

    Credit to Salesmate customer support for this fix since they're the ones that gave it to me.

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  • Richard S

    Thanks.  Unfortunately that is not a work around for Salesmate users' email ID.

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  • Marcelo Ramagem

    Thanks Frederik for sharing the info and "hack" provided by Salesmate!

    I think Richard is pointing out a pretty BIG issue here that needs to be addressed ASAP.

    The issue he is referring to is when you have a salesmate user with email john@mycompany.com who uses salesmate to exchange lots of emails with contacts etc... then this user gets assigned a new email such as john-supervisor@mycompany.com in his salesmate user profile... it seems like all previous exchanges made by the original john@mycompany.com are disappearing... if this is the case then its a BIG FLAW in salesmate.

    I believe we ran into a similar scenario where we had a sales rep julie@mycompany.com in salesmate then she left our company... if we remove here account from salesmate or reassign her account to a new user (along with updating that account with reassigned user email) the existing julie@mycompany.com emails disappear as well.

    Salesmate team REALLY needs to focus on this issue... its not acceptable to lose customer email history due to such a stupid flaw.

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  • Marcelo Ramagem

    I just chatted with support and they clarified this issue.

     

    Basically, if you ever have a sales rep leave then simply DISABLE their salesmate account do NOT delete it! If you delete their email history exchanged with contacts will disappear from salesmate... if you simply disable they will remain in salesmate.

    Disabled users in salesmate do NOT get charged as a license :-)

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