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You can import data from ProsperFleet directly into Salesforce.
When you import data to Salesforce, credit use works the same as it does when you download data into csv files. Data will be imported into Salesforce and as a backup, you will also receive a csv file link via email. You can also access the download again within ProsperFleet, on the Downloaded Records page.
Integration steps are below. If you want a tour of how to do the integration, or have questions, set a meeting time with customer support.
To set up this integration, click the gear icon in the side menu to go to Admin Settings.
Then, click on Manage Integrations.
For the remaining steps to integrate with your Salesforce sandbox or production org, download the Installation Guide at our AppExchange listing.
Eight fields are required to be created in Salesforce, and mapping is locked for these fields. You will see on the Field Mapping page, these fields are gray and not editable. All eight fields are critical for future matching of ProsperFleet account and contact records if they are imported again into Salesforce:
- ProsperFleet Company ID
- ProsperFleet Location ID
- DOT Number
- MC Number 1
- MC Number 2
- MC Number 3
- ProsperFleet Contact ID
- ProsperFleet Company ID
The ID fields will allow Salesforce to update previously-imported ProsperFleet records, if you import those records again due to updates or additional data available for the accounts or contacts.
Create these eight fields in Salesforce. They will be populated when you import data from ProsperFleet into Salesforce. We recommend that you do not delete these fields in Salesforce.
The remaining fields are optional. You can choose to map as many or as few as you like. Do not map to picklist fields in Salesforce.
The fields are organized into tabs at the top of the Field Mapping: Companies, Contacts, Fleet.
Companies and Fleet fields from ProsperFleet will map to the Account object in your Salesforce org.
Contacts fields from ProsperFleet will map to the Contact object in your Salesforce org.
To switch to a different tab, simply click on it.
The fields in the left column are ProsperFleet data fields. The fields in the right column are where you choose Salesforce fields to map the ProsperFleet fields. You may have existing fields in Salesforce that match to the ProsperFleet fields. And, you may likely need to create some new Salesforce fields.
The default setting for Field Mapping is “None.” We currently do not auto-detect Salesforce fields, so the next step is to manually choose which Salesforce fields to map to the ProsperFleet fields.
Read-Only fields in Salesforce will not be included to map with ProsperFleet.
If you need to disconnect the Salesforce integration, go to the ProsperFleet Settings > Manage Integrations page, and click Disconnect.
It will ask to confirm that you want to disconnect.
ProsperFleet will maintain the field mapping, in case you are disconnecting temporarily.