Admins and non-admin users who have been granted permission in Governance can import Salesforce reports that are either all contacts or all leads. These reports can be imported once, every morning at 3am PST, or every hour on the hour.
When a report imports new and updated data automatically, we consider it a recurring import and will list it as such in Settings > Imports so users can turn it on or off.
Create a Recurring Import
- Click the "+" icon next to the Prospects menu item and choose "Import"
- Select "Salesforce Report" from the drop-down instead of CSV
- Find your report by typing in the name or ID
- Choose the frequency of import