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Data Flows

Learn to create and run Plauti Desktop Data Flows to bulk import and export Salesforce or Dynamics data, map fields, detect duplicates, and monitor results.

Data Flows in Plauti Desktop

Learn to create and run Data Flows in Plauti Desktop to bulk-import Salesforce or Dynamics data, check duplicates, map fields, save mappings, and export Salesforce records to CSV.

Import Data in Bulk via Plauti Desktop

Import CSV or Excel files of any size into Salesforce or Dynamics with Plauti Desktop, map fields, detect duplicates, monitor results, and reuse saved mappings for future imports.

Export Data in Bulk via Plauti Desktop

Learn how to create and run Plauti Desktop Data Flows to export filtered Salesforce records and selected or related fields to a CSV file, then monitor and download the finished export.