TABLE OF CONTENTS
Template Prepartion
Step 1: Salesforce Report
- Use the Investment Vehicle Wire Instructions report to pull all the LPs and available fields for the Wire Instructions
Step 2: Update the report
- You can delete out the Last Modified Date and Shipping Address fields
- Update any fields that you would like be updated in the system
Step 3: Save as CSV
- For best practices, open a new excel workbook then copy and paste the related cells into the new workbook avoiding extra whitespace and the copyright information
- Then save the new workbook as a CSV
Step 4: Data cleansing
- Ensure that the CSV file looks correct and that there are no anomalies (0s instead of blank space, leading zeroes being cut off, etc.)
Upload Instructions - Dataloader
Step 1: Upsert
- Launch Dataloader and select the Upsert function
Step 2: Select Salesforce object
- Select Account
- Choose the newly saved CSV file
Step 2a: Choose your field to use for matching
- Select aduro__External_ID__c in the dropdown for matching
Step 2b: (Optional) relate using lookup fields
- Skip this step and click Next
Step 3: Mapping
- Click Choose an Existing Map and select the Wire Instructions Mapping.sdl file (attached to this article)
- Ensure that no fields are blank right-side column
- Ensure that no fields are blank right-side column
Step 3: Finish
- Choose a folder for the success logs if not already present and click Finish
If you experience any errors that you cannot figure out, please contact FundPanel Support for further assistance!