incorporating historical jotform data into salesforce

  • Profile Image
    GarvanFlow
    Asked on September 12, 2013 at 08:28 PM

    Hi

     

    We have recently got a salesforce EE acount and would like to automatically upload all existing jotform data into our saleforce account. some will be leads some conatcs. 

     

    we tick the " Add existing contacts to Salesforce. " but it doesnt work.

     

    All new submiision seem to be incorporated but its the old one we are also interested in.

    i have tried to remove and add back the intergration but nothing happens

     

    form link is here

    http://www.jotformpro.com/GarvanFlow/flowbookings

     

    thanks

     

    Rob

  • Profile Image
    Cesar
    Answered on September 12, 2013 at 09:41 PM

    Hello GarvanFlow, 

    Please go ahead and verify if your historical data has been imported to your SalesForce account. I've gone ahead and cleared the Cache on your account.

    If the issue persists do try reintegrating your SalesForce account due to the recent cache clearing. Also, if it does not work then, kindly try the alternative method of exporting your submissions in CSV format.

     

    Then importing it to you SalesForce Account as shown below.

    01

    Kindly try this out a let us know if the issue persists. Thank you.

     

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    https://www.jotform.com/answers/253880-Integrate-all-Historic-Submissions-to-Salesforce