Dataloader.io vs. Vertify

Replacing data. If we've put something in a category or a bucket that is no longer named that anymore because we've evolved with the times and we want to rebrand everything, it makes it way easier to do a quick import with the new terms.

Incentivized

When we first implemented, there were a lot of fields not set up/syncing properly. But by consulting with Vertify, for a lot of hours, we have been able to work through a lot of those errors, and our Account Manager and the tech support people like Markus and Jamie have been very supportive and helpful in getting us up and running properly.

• The selection of objects is much better and more extensive than the Salesforce built in data loader.
• Cross referencing of fields for record IDs is easy to use. I can work through this so much more quickly than using the built in Salesforce data loader.
• Success and error files are easy to identify what needs to be fixed (errors) and identification of records created (successes), so you can quickly do spot checks in your Salesforce org after doing a data load.
• The number of rows per month for a basic package, 100,000, is great for our business.

Incentivized

• All clients in the CRM are mirrored in the ESP.
• Data points about client interaction are pushed to the email tool.
• Emails can be triggered based off activities that are tracked in the CRM.
• One or two-way syncs can be configured.

Incentivized

• At the moment, I can't find a way to rename jobs. This would be useful to organize what was previously created hastily by techs in a rush.
• A preview of the job, especially upserts, would take a great deal of stress away from some of us (especially those who are not so confident in their ETL practice).
• A native vlookup equivalent may be a welcome addition.

• I think the UI could get a refresher. It looks a little old-school and I sometimes get lost in the navigation.
• I saw some inconsistencies on the scheduler, most likely caused by time zone differences. One dialogue reflected the user's time zone, the next server's time zone.

It is easy to use and doesn't require a security token, so I enjoy using it. It also doesn't require any download or installation, which is sometimes a blocker to gettingthings done if the company has limits. also, the dataloader.io is easy for other people to pick up, so others can have visibility into the data jobs that have occurred

Dataloader definitely skews towards a more technical userbase. Users should be adept at manipulating data in spreadsheets and decipher JSON formatted error messaging. Additionally, there is a good amount of time need to set up the environment to map to the pertinent fields we are trying to adjust. While I would not recommend the typical account manager to use Dataloader, a typical operations manager should have no issue.

Incentivized

Creating a mapping between source and target while also using lookups and transformations is not trivial. And VertifyData solved this reasonably well, at least all users in my organization understood it pretty quickly.

Dataloader is made for updating, inserting, and deleting of contacts. For these operations this tool is excellent.

Incentivized

It is not the easiest user interface to read/understand. However, once you understand how it works, then using it is not that bad. It's hard to remember what feature is listed under what tab (Manage vs. Define). A suggestion would be to get all call to actions on the same page

The utility itself is very self-explanatory and has enough information to guide you through the process. It has an intuitive experience for those familiar with data loading/exporting utilities. Outside of this, they have a Zendesk help center to log support requests and provide documentation to help guide you troubleshoot any issues that may be occurring.

Incentivized

The UI of Dataloader.IO is far more advanced, user-friendly, and current, than any of the options above. The ability to several tasks (Imports/Exports) at one time. Cloud-based with very easy access to current Imports or Exports, as well previous versions that had previously been run. You can see Imports or Exports across all time, even if you change filter criteria.

Incentivized

We were using Scribe for similar tasks but with different connectors. And it served us well, so absolutely no hard feelings here. But when it came to creating complex workflows, we instantly understood Vertify's approach better. Data lookup and transformation e.g. are pretty easy in Vertify and ease of use was definitely what we were looking for.

• HUGE time saving. When we need to clean or review data, we used to have to do it line by line. This can do the work within excel and make cleanup/management an afternoons work as opposed to a week.
• Rollback what you did/change/deleted is relatively simple if you remember to back up the data you are manipulating.

Incentivized

• Independently, teams are able to carry out their process with less communication and at a higher level of accuracy.
• VertifyData is actively taking into consideration, consulting, and supporting our plans to build out the business