CSV Bulk Enrollment in Workspace allows users to upload records using a CSV file to import Cadence a high volume of records to their org. Each enrollment is done using the permissions of the uploader.
To get started using Cadence CSV Bulk Enrollment in Workspace, navigate to Cadence Managment and select Bulk Enrollment on the left side.
This CSV Bulk Enrollment page requires Package 22+. If a customer does not have Package 22 installed, they will see “Bulk Enrollment could not be loaded. Bulk enrollment is not enabled, please speak to your CSM for more information about enabling it”.
Importing Records for Enrollment
- Click the Create Job button in the top right corner.
- Click the Cadence dropdown and select the Cadence or Team Cadence into which you would like the records to be enrolled.
- Click the Browse... button.
- Locate and select the CSV file you will use for your import.
- Click the Run Job button.
A CSV template can be downloaded from the modal by clicking How bulk enrollment works when uploading a job. The CSV has example rows and allows a user to set the record id, user id (if not enrolling into a team cadence) and optional fields for starting date, starting step, and notes for the first touchpoint. CSV Bulk Enrollment is not case sensitive and accepts both 15 and 18 character record IDs.
Running the Job
By default, a single HTTP call processes a set of 200 records in an import. As an example, if 300,000 records are imported to be enrolled there will be 1500 HTTP requests. However, the interface displays this to the user as if it is a “single” job, and it automatically refreshes as records are processed.
Each job can download the success/failures that took place, as a csv, with descriptions as to why the record failed to enroll. For records that failed, there is a Retry button that will retry only failed records. Each retry is done using the permissions of the user that clicked the retry button.
Legacy CSV Importer
Prior to the Cadence CSV Bulk Enrollment in Workspace, it was possible to add the Conquer CSV Importer to the Cadence page layout. To do this, you would first navigate to a Cadence Object's page > click the gear button on the top right of the page > click "Edit Page". From there you can find the Conquer CSV Importer component and drag that to the desired spot on the page. Then click Save.
Legacy CSV Importer allows for official support of up to 50,000 records at a time and can handle Office Exports as well.
Creating the CSV file
The CSV file needs to be created with these columns: "recordid", "userid". You can also add a column for "startingstep". Following formats are supported: "userid", "user_id" and "user id". CSV importer is not case sensitive and accepts both 15 and 18 character record IDs.
It is recommended to export an SFDC report targeting the records you'd like enrolled, with OwnerId and RecordId as columns that you can switch to "userid"/"recordid" in your csv.
If there are rows that fail to import, a red button called "Enrollment Errors" will appear. Clicking on it will show modal of all the rows that failed and their failure reason.