Import Your Data. salesforce Salesforce Organization

custom objects. Read more

Undoing an Import

Deciding on A Method for Importing Data

Learn about your options for importing data into of Salesforce.

Tool Editions supported

Number of records you can import or export

Up to 50,000

Import

Yes

Export

Internal or external to

Salesforce

Internal Data Import

Wizard (unified)

All editions except

Database.com

Data Loader Enterprise,

Unlimited,

Performance,

Developer, and

Database.com

Editions

Between 5,000 and 5 million

Yes Yes External

Additional information

An in-browser wizard that imports your organization’s accounts, contacts, leads, solutions, and

Data Loader is an application for the bulk import or export of data.

Use it to insert, update, delete, or

export Salesforce records. Read more

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Set Up and Maintain Your Salesforce Organization Deciding on A Method for Importing Data

Tool

Import My

Accounts &

Contacts wizard

Editions supported

Number of records you can import or export

Import

Contact Manager,

Group,

Professional,

Enterprise,

Unlimited,

Performance, and

Developer

Editions

Up to 500 records for an individual user

Up to 50,000 records for multiple users

Yes

Export

Internal or external to

Salesforce

Internal

Additional information

An in-browser wizard that imports personal contacts and accounts

from various data sources

, like

Act!

™

, Gmail

™

, and Outlook

SEE ALSO:

What Is Imported for Business Accounts and Contacts?

The import wizards for contacts and business accounts allow you to match records in a variety of ways in order to prevent duplicates. Contacts can be matched by Salesforce ID, name, or email.

Business accounts can be matched by Salesforce ID or by name and site. Matching by Salesforce

ID is inclusive of both contacts and business accounts; if you match one by Salesforce ID, the other will also be matched by Salesforce ID.

EDITIONS

Available in: Salesforce

Classic

Available in: All Editions except Database.com

Matching by Name and Site

If you choose to match contacts by name and business accounts by name and site (which are the recommended options), the import wizards automatically create a business account for each unique business account name and site in the import file. They also create a separate contact for each contact name listed in the file. The contacts are then associated with the appropriate business accounts.

Organization import not available in: Personal

Edition, Database.com

If the business account or contact already exists in the system, and you have read/write access to the record, the wizards add your import data to the existing data in Salesforce. In addition, if a business account or contact name in your import file is similar to an existing business account or contact name, the import data is added to the existing data in Salesforce.

Matching by Salesforce ID

You can also choose to match contacts and business accounts by Salesforce ID. With this selected, the Salesforce ID will be the criteria for de-duplication. That is, if you are matching by ID and a record in your source file has the same ID as a record in Salesforce, then that record will be updated in Salesforce. Note that record IDs are case-sensitive and must match exactly.

Overwriting Existing Account Values

The wizards never overwrite your existing business account fields unless you check the

Overwrite existing account values

checkbox in the wizard. With this box checked, you can insert or update existing business account fields with new data.

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However, you cannot use this checkbox to update existing field data with blank values. With this box unchecked, the wizard updates any empty business account fields, but does not touch any fields with existing data.

If you do not have read/write access to an existing business account or contact, the wizards create a new business account or contact owned by you. In addition, the wizards create new business accounts and contacts based on specific fields in your import file.

In Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, the import wizards can also import new business account and contact notes. The wizards do not import notes that are exact duplicates of existing contact or business account notes.

SEE ALSO:

Importing My Contacts from Outlook or ACT!

Import My Contacts from Other Sources

What Is Imported for Person Accounts?

Important:

Salesforce has replaced the individual import wizards for accounts, contacts, and other objects with the unified Data Import Wizard. (Individual import wizards open in small pop-up windows, while the unified wizard opens in a full browser with dataimporter.app

at the end of the URL.) To start using the unified wizard, from Setup, enter

Data Import

Wizard

in the

Quick Find

box, then select Data Import Wizard. (The options you see depend on your permissions.)

The import wizards for person accounts allow you to prevent the creation of duplicate records by matching records according to one of the following fields:

Account Name

Salesforce

, or

. In your import file, include a column for the field that you are using for record matching.

Note: Your administrator may have renamed “person account” to another term. If so, the import wizard will refer to the new name.

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Person account import available in: Enterprise,

Performance, Unlimited, and Developer Editions

Matching by Name

When you select this option, the import wizard will detect existing records in Salesforce that have the same name. Note that this type of matching is not case-sensitive - for example, names that begin with a capital letter will be matched with the same name that begins with a lowercase letter. If necessary, scan and standardize your custom object names before performing the import to prevent unintended matches.

Matching by Salesforce ID

A Salesforce ID is a system-generated, case-sensitive string of 15 or 18 letters and numbers that uniquely identifies each Salesforce record.

When you select this option, the import wizard will detect existing records in Salesforce that have the same Salesforce ID. Note that

Salesforce IDs are case-sensitive and must match exactly. Salesforce IDs can be obtained by running reports that include the ID field of the record.

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Matching by Email

With this option, person accounts in your import file will be matched with existing person accounts in Salesforce according to the exact value in the

field.

Matching by External ID

An external ID is a custom field that has the “External ID” attribute, meaning that it contains unique record identifiers from a system outside of Salesforce. When you select this option, the import wizard will detect existing records in Salesforce that have the same external

ID. Note that this operation is not case-sensitive - for example, “ABC” will be matched with “abc”. However, there is an exception: if the custom field has the separate “Unique” attribute and the case-sensitive option for that attribute is selected, uppercase and lowercase letters will not be considered identical.

If necessary, scan and standardize your external ID values before performing the import to prevent unintended matches.

When matching by external ID, if the import wizard finds duplicate records, only the first three duplicate records are reported to you in the confirmation email.

Note: Only account custom fields with the “External ID” attribute are available for this step. While all custom contact fields are available on person account page layouts, custom contact fields with the “External ID” attribute are not available as matching fields during person account import.

Ignoring or Updating Matching Records

When the import wizard detects existing records in Salesforce that match according to the field you have chosen, you can choose one of the following actions:

•

Do not update existing records and only insert new records - If there are records in your file that are new and do not match any existing records, then insert them into Salesforce. Also, ignore any records in your file that match an existing record, and do nothing to the existing record.

•

Update existing records and do not insert any new records - If there are records in your file that match an existing record, then update the existing record. Also, ignore any records in your file that do not match an existing record, and do not insert them as new records.

•

Update existing records and insert new records - If there are records in your file that are new and do not match any existing records, then insert them into Salesforce. Also, if there are records in your file that match an existing record, then update the existing record.

SEE ALSO:

Import My Person Accounts

Import My Organization's Person Accounts

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What is Imported for Leads?

You can import data into the standard lead fields and into any custom lead fields you may have, even if a particular field is hidden or read only in your page layout or field-level security settings for leads.

EDITIONS

Available in: Salesforce

Classic and Lightning

Experience

Importing Leads With Matching Types

You can choose whether to match leads in your import file with existing leads in Salesforce. Leads can be matched according to the following types: Salesforce ID, name, or email. Choosing a matching type sets the criteria for avoiding duplicate leads. For example, if you are matching by email and a lead in your source file has the same email as a lead in Salesforce, then that lead will be updated

Available in:

•

Group

•

Professional

•

Enterprise

•

Performance in Salesforce. If you are not matching by email and a lead in your source file has the same email as a lead in Salesforce, then a new lead will be created.

•

Unlimited

•

Developer

The wizards never overwrite your existing lead fields unless you check the

Overwrite existing lead values

checkbox in the wizard. With this box checked, you can insert or update existing lead fields with new data. However, you cannot use this checkbox to update existing field data with blank values. With this box unchecked, the wizard updates any empty lead fields, but does not touch any fields with existing data.

Importing Leads Without Matching Types

If you choose a matching type of “None” in the Data Import Wizard, for each lead in your import file, the Data Import Wizard creates a new lead in Salesforce. You can merge leads after they are imported.

SEE ALSO:

What is Imported for Campaign Members?

•

Data Import Wizard - For each lead in your import file, this wizard imports the lead, associates the lead with a campaign, and inserts a

Member Status

value for the lead in that campaign.

You can import data into the standard lead fields and into any custom lead fields, even if a particular field is hidden or read only in your page layout or field-level security settings. If you have duplicate leads in your import file, the wizard does not merge them. In addition, if any of the imported leads match an existing lead, the wizard does not merge the duplicate data into one lead.

•

Campaign Update Wizard - For each contact or lead in your import file, this wizard updates only the

Member Status

value of the matching contact or lead in Salesforce. You cannot add new leads or contacts, nor can you update any other fields in the existing lead or contact records.

SEE ALSO:

EDITIONS

Available in: Salesforce

Classic

Available in:

•

Professional

•

Enterprise

•

Performance

•

Unlimited

•

Developer

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What Is Imported for Custom Objects?

The Data Import Wizard for custom objects allows you to prevent the creation of duplicate records by matching records according to one of the following fields: custom object name, Salesforce ID, or external ID. In your import file, include a column for the field that you are using for record matching.

EDITIONS

Available in: Salesforce

Classic

Matching by Name

If necessary, scan and standardize your custom object names before performing the import to prevent unintended matches.

Custom object import available in: Contact

Manager, Group,

Professional, Enterprise,

Performance, Unlimited, and Developer Editions

USER PERMISSIONS

Matching by Salesforce ID

To import custom objects:

•

“Modify All Data” case-sensitive and must match exactly. Salesforce IDs can be obtained by running reports that include the ID field of the record.

Matching by External ID

If necessary, scan and standardize your external ID values before performing the import to prevent unintended matches.

When matching by external ID, if the import wizard finds duplicate records, only the first three duplicate records are reported to you in the confirmation email.

Ignoring or Updating Matching Records

When the import wizard detects existing records in Salesforce that match according to the field you have chosen, you can choose one of the following actions:

•

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Note: Custom objects with two master-detail relationships cannot be imported using the import wizard.

SEE ALSO:

What Is Imported for Solutions?

The Data Import Wizard allows you to prevent the creation of duplicate records by matching records according to one of the following fields: solution title, Salesforce ID, or external ID. In your import file, include a column for the field that you are using for record matching.

Matching by Solution Title

When you select this option, the import wizard will detect existing solutions in Salesforce that have the same title. Note that this type of matching is not case-sensitive - for example, titles that begin with a capital letter will be matched with the same title that begins with a lowercase letter. If necessary, scan and standardize your solution titles before performing the import to prevent unintended matches.

Matching by Salesforce ID

A Salesforce ID is a system-generated, case-sensitive string of 15 or 18 letters and numbers that uniquely identifies each Salesforce record. When you select this option, the import wizard will detect existing records in Salesforce that have the same Salesforce ID. Note that Salesforce IDs are case-sensitive and must match exactly. Salesforce IDs can be obtained by running reports that include the ID field of the record.

EDITIONS

Available in: Salesforce

Classic

Available in:

•

Professional

•

Enterprise

•

Performance

•

Unlimited

•

Developer

USER PERMISSIONS

To import solutions:

•

“Import Solutions”

Matching by External ID

If necessary, scan and standardize your external ID values before performing the import to prevent unintended matches.

When matching by external ID, if the import wizard finds duplicate records, only the first three duplicate records are reported to you in the confirmation email.

Ignoring or Updating Matching Records

When the import wizard detects existing records in Salesforce that match according to the field you have chosen, you can choose one of the following actions:

•

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•

SEE ALSO:

Notes on Importing Data

•

Field Accessibility—In the organization-wide import wizards for accounts and leads, you can import data into any standard or custom field even if it is hidden or read only in your page layout or field-level security settings. For the Import My Contacts wizard, you can import data only into the fields that are editable for you in your page layout or field-level security settings.

EDITIONS

Available in: Salesforce

Classic

Field-level security is available in Enterprise, Unlimited, Performance, and Developer Editions only.

Your edition determines the types of objects you can import.

•

New Values for Picklists and Multi-Select Picklists—If your import file contains data to be displayed in picklists or multi-select picklists, the wizards warn you when you attempt to import a new picklist value that does not match any valid picklist values. If you ignore the warning, the new value is automatically added to the imported record. Your administrator can later edit the field to add the necessary values.

Note that the import wizards do not allow you to import more than 100 new picklist or multi-select picklist values for any field during a single import.

If your organization uses the Translation Workbench, the import wizards look for matching translated values before creating new inactive picklist values.

•

Multi-Select Picklists—To import multiple values into a multi-select picklist, separate the values by a semicolon in your import file.

You can import up to 100 values at a time in a multi-select picklist field. If you have more than 100 values in your import file for any one record, the import wizard leaves the field blank in that record.

•

Checkboxes—To import data into a checkbox field, use 1 for checked values and 0 for unchecked values.

•

Default Values—For picklist, multi-select picklist, and checkbox fields, if you do not map the field in the import wizard, the default value for the field, if any, is automatically inserted into the new or updated record.

•

Date/Time Fields—Ensure that the format of any date/time fields you are importing matches how they display in Salesforce per your locale setting.

•

Formula Fields—Formula fields cannot accept imported data because they are read only.

•

Field Validation Rules—Salesforce runs validation rules on records before they are imported. Records that fail validation aren’t imported. Consider deactivating the appropriate validation rules before running an import if they affect the records you are importing.

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•

Universally Required Fields—You must include universally required fields in your import files or the import will fail.

SEE ALSO:

Importing Multiple Currencies

If your organization has set up the ability to use multiple currencies, you can import amounts in different currencies.

Import My Accounts and Contacts

For personal imports, all amounts in new accounts and contacts are imported in your personal currency. When import updates amounts in existing records, the amounts in your file are converted from your personal currency to the currency of the account or contact.

For example, suppose your personal currency is U.S. dollars, and your import file has 100 as the annual revenue of an existing account with

Account Currency

of euros. The new

Annual

Revenue

value of the account is EUR 92, assuming a conversion rate of 0.92 and “EUR” as the currency code for euros.

EDITIONS

Available in: Salesforce

Classic

Available in:

•

Group

•

Professional

•

Enterprise

•

Performance

•

Unlimited

•

Developer

Organization Import

When importing accounts, contacts, custom objects, leads, or solutions for your organization, you can specify the currency type for amount fields using the

Currency ISO Code

column in your import file. The following rules apply.

•

Entering currency codes - Enter a currency code in the

Currency ISO Code

column in your import file. Currency codes are three letter codes that follow an international standard. For example, USD is the currency code for U.S. dollars. From Setup, enter

Manage Currencies

in the

Quick Find

box, then select Manage Currencies to see a list of valid codes for your organization.

•

Using one currency for accounts and contacts - If you are importing accounts and contacts, the

Currency ISO Code column applies to both an account and its associated contact. You cannot specify different currencies for associated accounts and contacts.

•

Updating the currency code - When updating the currency code but not the currency amount for accounts and contacts, the amount isn’t converted to the corresponding number in the new currency.

•

Entering inactive currencies - If you enter an inactive currency in your import file, your personal currency is used instead. However, amounts aren’t modified. For example, if your file has AUD 100 for 100 Australian dollars but AUD is an inactive currency for your organization, it’s imported as USD 100, assuming your personal currency is U.S. dollars.

•

Omitting the Currency ISO Code column - When creating records via importing, if you don’t use the

Currency ISO Code column or fail to map it, your personal currency is used. For example, if your file has 100 and your personal currency is U.S. dollars

(currency code = USD), it’s imported as USD 100.

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When updating existing records via importing, if you don’t use the

Currency ISO Code

column or fail to map it, any amounts are interpreted as having the currency of the record. For example, if your file has 100 for a record that has a currency of EUR (the currency code for euros), this amount is interpreted as EUR 100.

SEE ALSO:

Exporting from GoldMine 4.0

Create Export Files for Import Wizards

Before you can import data into Salesforce, use your existing software to create a data export file.

An export file contains all the information you want to import.

Your export file can contain a mixture of new records and updates to existing records. You’ll choose how records are matched to avoid duplication. For example, you can choose to match accounts and contacts by name or by email address. If you choose to match by email address, then the contact already in Salesforce will be updated if a record in your imported data has the same email address. However, if records have the same name but different email addresses, the records will remain separate.

1. Use your existing software to create a data export file.

•

Exporting from ACT!

•

Exporting from LinkedIn

•

Exporting from Outlook

•

•

Exporting from GoldMine 5.0

•

Exporting from Palm Desktop

•

Exporting from Other Data Sources

•

Exporting from Salesforce

EDITIONS

Available in: Salesforce

Classic

Available in: All Editions except Database.com

2. Review data you will import to ensure that it is more up-to-date than what is already in Salesforce. Your Salesforce data will be replaced with data from your import file, even if it is out of date.

3. Compare your data fields with the Salesforce fields you can import into, and verify that your data will be mapped into the appropriate

Salesforce fields. See

Default Field Mapping for ACT!

on page 320.

4. If you are the administrator and are importing for multiple users, combine export data from multiple sources into a single comma delimited text file (.csv) using Excel.

Note: When importing records from multiple users, your export file must include a

Record Owner

field for all new records which must contain the full usernames or first and last names of existing, active users. Existing record owners will not be changed; new records will be assigned to the user listed in the

Record Owner

field. For example, records that should be owned by Joe Smith in your organization must have that user’s username (”[email protected]”) or first and last names (for example, “Joe Smith”, or “Smith Joe” for Asian locales). For lead imports, you can also specify the name of a lead queue.

When importing leads, you can alternatively use a lead assignment rule to specify the owners of the imported data, instead of using a

Record Owner

field.

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Exporting from ACT!

ACT! allows you to export contact data in a text-delimited format which can then be imported. To export contact data from ACT! (versions

4.0 or 2000):

1. Launch ACT! and open your database.

2. Select File > Data Exchange > Export....

3. Select the file type Text-Delimited.

4. Choose a file name and location for the exported data and click Next.

5. Select Contact records only.

6. Click the Options... button.

7. Select Comma for the field separator character.

Note:

If commas are not appropriate for your locale, use a tab or other delimiter.

8. Select Yes, export field names and click OK.

9. Click Next.

10. Select All Records and then click Next.

11. Leave the export field order list alone, and click Finish.

SEE ALSO:

Default Field Mapping for Outlook

Exporting from LinkedIn

®

You can export contact data from LinkedIn in a text-delimited format, which you can then import.

•

Open www.linkedin.com/addressBookExport

and follow the steps on the page using the Microsoft Outlook (.CSV file) option.

EDITIONS

Available in: Salesforce

Classic

Available in: All Editions except Database.com

Exporting from Outlook

Microsoft

Outlook

allows you to export data in a CSV (comma-separated values) format which can then be imported.

1. Launch Outlook.

2. Select File > Import and Export....

3. Choose Export to a file and click Next.

4. Choose Comma Separated Values (Windows) and click Next.

Note:

If commas are not appropriate for your locale, use a tab or other delimiter.

5. Select the Contacts folder and click Next. You can select a different contacts folder if you have contacts stored in multiple folders.

6. Choose a file name for the exported data and click Next.

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Set Up and Maintain Your Salesforce Organization Create Export Files for Import Wizards

7. Click Finish.

SEE ALSO:

Exporting Contacts from GoldMine 4.0

Exporting from GoldMine 4.0

GoldMine 4.0 allows you to export contact data in a text format that can be imported. Additionally, you can export GoldMine 4.0 notes for import into Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations.

•

•

Exporting Notes from GoldMine 4.0

Exporting Contacts from GoldMine 4.0

To export contact data from GoldMine 4.0, follow these steps:

1. Launch GoldMine 4.0.

2. Choose Export Records from the Tools menu.

3. Select Export to a new file and DBF file, and click Next.

4. In the list of GoldMine Fields on the left side of the dialog, select all of the fields, and click Add Field. Then click Next.

5. Choose the location for the export file, and click Next.

6. Select No when asked if you want to save these settings, and click Next.

7. Click Finish.

8. After the export finishes, locate the exported file and change its file extension from .dbf to .csv. The file is now ready for import into

Salesforce.

Exporting Notes from GoldMine 4.0

Before importing your GoldMine 4.0 notes into Salesforce, you must import your GoldMine 4.0 contacts.

To export notes from GoldMine 4.0, follow these steps:

1. Launch GoldMine 4.0.

2. Choose Export Records from the Tools menu.

3. Select Export to a new file and ASCII file, and click Next.

4. In the list of GoldMine Fields on the left side of the dialog, select the company

, lastname

, and notes

fields, and click Add

Field. Then click Next.

5. Choose the location for the export file, and click Next.

6. Select No when asked if you want to save these settings, and click Next.

7. Click Finish.

8. After the export finishes, locate the exported file and change its file extension to .csv.

9. Open the file.

10. Add a header column by right-clicking on the first row and choosing Insert.

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11. In column A, enter

Company

12. In column B, enter

Last Name

13. In column C, enter

Note

14. If necessary, clean up the file prior to importing it. Common problems include notes that have been broken between columns (this occurs when notes contain quotation marks).

Exporting Contacts from GoldMine 5.0

Exporting from GoldMine 5.0

GoldMine 5.0 allows you to export contact data in a text format that can be imported. Additionally, you can export GoldMine 5.0 notes for import into Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations.

•

•

Exporting Notes from GoldMine 5.0

Exporting Contacts from GoldMine 5.0

To export contact data from GoldMine 5.0, follow these steps:

1. Launch GoldMine 5.0.

2. Choose Tools > Import/Export Wizard > Export Contact Records.

3. Select Export to a new file and ASCII file, and click Next.

4. Select ALL Contact Records! in the drop-down list, and click Next.

5. In the list of GoldMine Fields on the left side of the dialog, select the fields you want to export, and click Add Field. We recommend you select all fields, except the notes

field. See

Exporting Notes from GoldMine 5.0

on page 318 for information on how to export

notes.

6. Click Next.

7. Choose the location for the export file, select the Export GoldMine field names... checkbox, and then click Next.

8. Select No when asked if you want to save these settings, and click Next.

9. Click Finish.

10. After the export finishes, locate the exported file and change its file extension from .txt to .csv. The file is now ready for import into

Salesforce.

Exporting Notes from GoldMine 5.0

Before importing your GoldMine 5.0 notes into Salesforce, you must import your GoldMine 5.0 contacts.

To export notes from GoldMine 5.0, follow these steps:

1. Launch GoldMine 5.0.

2. Choose Tools > Import/Export Wizard > Export Contact Records.

3. Select Export to a new file and ASCII file, and click Next.

4. Select ALL Contact Records! in the drop-down list, and click Next.

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5. In the list of GoldMine Fields on the left side of the dialog, select the company

, lastname

, and notes

fields, and click Add

Field. Then click Next.

6. Choose the location for the export file, select the Export GoldMine field names... checkbox, and then click Next.

7. Select No when asked if you want to save these settings, and click Next.

8. Click Finish.

9. After the export finishes, locate the exported file and change its file extension from .txt to .csv.

10. Open the file.

11. If necessary, clean up the file prior to importing it. Common problems include notes that have been broken between columns (this occurs when notes contain quotation marks).

Exporting from Palm Desktop

The Palm Desktop allows you to export your Address Book contacts in a CSV (comma-separated values) format which can then be imported.

1. Open the Address Book in the Palm Desktop. If you only want to export specific contacts, select those records.

2. Choose Export from the File menu.

3. In the “Export To File” dialog, enter a name for the file and choose a folder for it. In the Export as drop-down list, choose “Comma

Separated (*.csv;*.txt)”. Select the range of records to export - either All or Currently selected records.

Note: If commas are not appropriate for your locale, use a tab or other delimiter.

4. Click Export.

5. In the “Specify Export Fields” dialog box, select the Address Book fields you want to export, and click OK.

Exporting from Other Data Sources

You can import data into the system from any other application that can create a CSV (comma-separated values) file.

1. Save your data source as a CSV file.

Note:

If commas are not appropriate for your locale, use a tab or other delimiter.

2. Ensure your file includes only one name per field. The system cannot accept more than one name per field.

3. Ensure your file separates names and titles into two fields. The system cannot accept fields containing both names and titles.

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Set Up and Maintain Your Salesforce Organization Preparing Your Data for Import

4. Ensure your file includes only one phone number per field.

Exporting from Salesforce

You can export account, contact, custom object, lead, or solution reports from Salesforce to create an import file for the import wizards. You must include the

Account ID

Contact ID

Custom Object ID

Lead ID

, or

Solution ID

value for each respective record in your report. These ID fields are unique Salesforce identifiers and are used to accurately match your data with existing Salesforce records.

To create an import file with these ID fields, you first need to export the data from Salesforce.

1. Run an account, contact, custom object, lead, or solution report in Salesforce, include the respective ID field, and export it to Excel.

2. If you are exporting both leads and contacts to be targeted in a campaign:

a. In Excel, combine the exported reports into one CSV (comma-separated values) file. Make sure all of the ID field values are in the same column.

Note: If commas are not appropriate for your locale, use a tab or other delimiter.

EDITIONS

Available in: Salesforce

Classic

Available in:

•

Professional

•

Enterprise

•

Performance

•

Unlimited

•

Developer

b. Rename the

Lead ID/Contact ID

column to

Record Id

c. Add a column entitled

Status

, and enter the campaign member status for each contact or lead.

Note:

Remember that Salesforce record IDs are case-sensitive and should never be changed manually in your import file.

SEE ALSO:

to label the columns in your import file as specified in Field Mapping for Other Data Sources and Organization Import

Preparing Your Data for Import

After exporting your data from Salesforce or your existing application, prepare your data before importing it.

EDITIONS

Note: If your data has information in fields that do not match any of the standard fields, your administrator can create custom fields for that data prior to import.

Available in: Salesforce

Classic

You must include universally required fields in your import files or the import will fail.

Available in: All Editions except Database.com

Preparing Contacts

When importing from ACT! or Outlook, the Import My Contacts wizard automatically maps fields from ACT! and Outlook to Salesforce.

When importing from other data sources, you must use Excel

on page 327.

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Preparing Person Accounts

When importing person accounts, use the field labels in Salesforce as the column labels in your import file.

Preparing Organization's Business Accounts and Contacts

When importing business accounts and contacts for your organization, you must use Excel

to label the columns in your import file

as specified in Field Mapping for Other Data Sources and Organization Import

on page 327.

Preparing Organization's Leads

When importing general leads or leads for campaigns, use the import file labels specified in

Field Mapping for Importing Leads on

page 332.

Preparing Custom Objects

When importing a custom object, use the field labels shown on the custom object detail page in Salesforce as the column labels in your import file.

Preparing Solutions

When importing solutions, use the field labels in Salesforce as the column labels in your import file.

You can enter HTML into the solutions you plan to import into Salesforce. However, unless your organization has enabled HTML solutions, HTML tags will display in the solutions after they are imported.

For security purposes, Salesforce automatically filters all HTML solutions for potentially malicious HTML. If potentially malicious HTML is detected in an HTML solution, then the potentially malicious HTML is either automatically removed or transformed into text for users who view the HTML solution. Note that users will not be able to notice when potentially malicious HTML is removed from an

HTML solution.

You can import solutions written in HTML format into Salesforce. However, for security purposes, only the HTML tags listed below are allowed. The content of any HTML tags not listed below is automatically removed when saved in HTML solutions. Furthermore, the content of all

and

tags, as well as all JavaScript, is automatically removed when saved in HTML solutions. Additionally, Cascading Style Sheets (CSS) are not supported in HTML solutions.

The following HTML tags are allowed in HTML solutions imported into Salesforce:

<a>

<abbr>

<b>

<bdo>

<big>

<br>

<cite>

<code>

<col>

<dt>

<em>

<font>

<h1>

<h2>

<h3>

<h4>

<h5>

<h6>

<hr>

<i>

<img>

<ins>

<q>

<samp>

<small>

<span>

<sub>

<sup>

<table>

<tbody>

<td>

<tfoot>

<th>

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Set Up and Maintain Your Salesforce Organization Preparing Your Data for Import

<dd>

<del>

<dfn>

<div>

<dl>

<kbd>

<li>

<ol>

<p>

<pre>

Within the above tags, you can include the following attributes: alt background border class colspan face height href name rowspan

<thead>

<tr>

<tt>

<ul>

<var> size src style target width

The above attributes which can include a URL are limited to URLs that begin with the following:

•

http:

•

https:

•

file:

•

ftp:

•

mailto:

•

for relative links

SEE ALSO:

Default Field Mapping for ACT!

Default Field Mapping for Outlook

Default Field Mapping for ACT!

This table details how ACT! fields map to Salesforce account and contact import fields during an individual data import.

Note: If an ACT! record contains more than one contact for the same company, the import wizard creates multiple contacts for one account.

EDITIONS

Available in: Salesforce

Classic

Available in: All Editions except Database.com

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Set Up and Maintain Your Salesforce Organization

ACT! Field

Address 1

Address 2

Address 3

Alt Phone

Alt Phone Ext.

Assistant

Asst. Phone

Asst. Phone Ext.

City

Company

Contact

Country

Import Field

Contact:

Mailing Address

and

Account:

Billing Address

Contact:

Mailing Address

and

Account:

Billing Address

Contact:

Mailing Address

and

Account:

Billing Address

Contact:

Other Phone

Contact:

Other Phone Ext.

Contact:

Assistant's Name

Contact:

Asst. Phone

Contact:

Asst. Phone Ext.

Contact:

Mailing City

and

Account:

Billing City

Account:

Name

Contact:

Full Name

Contact:

Mailing Country

and

Account:

Billing Country

Department

Contact:

Department

E-mail Login

(The import wizard verifies this is a valid email address in the form: [email protected])

Contact:

Fax

Contact:

Fax

and

Account:

Fax

Fax Ext.

First Name

Home Address 1

Home Address 2

Home Address 3

Home City

Home Country

Contact:

Business Fax Ext.

Contact:

First Name

Contact:

Other Address 1

Contact:

Other Address 2

Contact:

Other Address 3

Contact:

Other City

Contact:

Other Country

Preparing Your Data for Import

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ACT! Field

Home Phone

Home State

Home Zip

ID/Status

Last Name

Mobile Phone

Note

Phone

Import Field

Contact:

Home Phone

Contact:

Other State

Contact:

SEE ALSO:

Exporting from ACT!

Default Field Mapping for Outlook

This table details how Outlook fields map to Salesforce account and contact import fields during an individual data import.

Outlook Field

Assistant’s Name

Assistant’s Phone

Birthday

Business City

Business Country

Business Fax

Business Phone

Business Postal Code

Business Street

Business Street 2

Business Street 3

Company

Import Field

Contact:

Assistant’s Name

Contact:

Asst Phone

Contact:

Birthdate

Contact:

Mailing City

and

Account:

Billing City

Contact:

Mailing Country

and

Account:

Billing Country

Contact:

Fax

and

Account:

Fax

Contact:

Phone

Contact:

Mailing Postal Code

Account:

Billing Postal Code

Contact:

Mailing Address

and

Account:

Billing Address

Contact:

Mailing Address

and

Account:

Billing Address

Contact:

Mailing Address

and

Account:

Billing Address

Account:

Account Name

and

Contact:

Account

EDITIONS

Available in: Salesforce

Classic

Available in: All Editions except Database.com

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Set Up and Maintain Your Salesforce Organization Preparing Your Data for Import

Outlook Field

Company Main Phone

Import Field

Account:

Phone

Department

Contact:

Department

E-mail

(The import wizard verifies this is a valid email address in the form: [email protected])

Contact:

First Name

Home City

Home Country

Home Phone

Home Postal Code

Home Street

Home Street 2

Home Street 3

Job Title

Last Name

Manager's Name

Mobile Phone

Notes

Other Phone

Referred By

Title

Web Page

Account

Anniversary

Billing Information

Business Phone 2

Callback

Car Phone

SEE ALSO:

Exporting from Outlook

Importing Multiple Currencies

Field Mapping for Other Data Sources and Organization Import

If you are importing accounts and contacts for an organization, or importing individual data from sources other than Outlook or ACT!, the Import Wizards map the fields as correctly as possible. You must fine-tune the mapping before completing the import. Before importing your data, Salesforce recommends that you use Excel to label the columns in your import file with the labels listed below.

Field length limits for each object are listed in the Salesforce Field Reference Guide .

EDITIONS

Available in: Salesforce

Classic

Note: The default mappings listed below are offered as a guide for importing; they do not ensure 100% accuracy in mapping your data. You must fine-tune the mapping in the

Import Wizards. Remember that you can map the same field multiple times if necessary—for example, for the account and contact address fields.

Available in: All Editions except Database.com

Organization import not available in: Personal

Edition, Database.com

Common Fields for Contacts and Accounts

Label for Your Import File Salesforce Field

Record Owner

(Note: For individual imports, this field is not necessary, since all data you import is automatically owned by you. In addition, when importing records by Salesforce record ID, this field is ignored.)

Contact:

Contact Owner

and

Account:

Account Owner

Currency ISO Code

(Note: You can use this field only for organization imports in organizations that use multiple currencies. For more information, see

on page 314.)

Contact:

Contact Currency

and

Account:

Account Currency

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Set Up and Maintain Your Salesforce Organization Preparing Your Data for Import

Assistant

Asst. Phone

Label for Your Import File

Asst. Phone Ext.

Birthdate

Business Fax

Business Fax Ext.

Business Phone

Business Phone Ext.

Contact Description

Contact Full Name

First Name

Last Name

(Note: When importing contact names, use either

Contact

Full Name

First Name

and

Last Name

, but not both.)

Contact Fields

Contact:

Assistant

Salesforce Field

Contact:

Asst. Phone

Appended to Contact:

Asst. Phone

Contact:

Birthdate

Contact:

Fax

Appended to Contact:

Fax

Contact:

Phone

Appended to Contact:

Phone

Contact:

Description

Contact:

First Name

and

Contact:

Last Name

Contact ID

(Note: Record IDs are case-sensitive and should not be changed.)

Contact:

Contact ID

Contact Note

Creates a note attached to the contact

Department

Contact:

Department

E-mail Address

(Note: The import wizard verifies this is a valid email address in the form: [email protected].)

Contact:

Email Opt Out

(Note: Use “1” to indicate that user opts out; use “0” to indicate that user wants emails.)

Contact:

Email Opt Out

Home Phone

Home Phone Ext.

Lead Source

Mailing City

Mailing Country

Mailing Postal Code

Contact:

Home Phone

Appended to Contact:

Home Phone

Contact:

Lead Source

Contact:

Mailing City

Contact:

Mailing Country

Contact:

Mailing Address Zip/Postal Code

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Set Up and Maintain Your Salesforce Organization

Label for Your Import File

Mailing State

Mailing Street 1

Mailing Street 2

Mailing Street 3

Mobile Phone

Mobile Phone Ext.

Other City

Other Country

Other Phone

Other Phone Ext.

Contact Fields

Salesforce Field

Contact:

Mailing State/Province

Contact:

Mailing Address

Contact:

Mailing Address

Contact:

Mailing Address

Contact:

Mobile

Appended to Contact:

Mobile

Contact:

Other City

Contact:

Other Country

Contact:

Other Phone

Appended to Contact:

Other Phone

SEE ALSO:

Importing Multiple Currencies

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Field Mapping for Importing Leads

When you import leads, the Data Import Wizard and the campaign Import Leads wizard map the fields in your import file as correctly as possible, but you must fine-tune the mapping before completing the import. Prior to importing your leads, it is recommended that you use Excel to label the columns in your lead import file with the labels listed in the following table.

Note: The following default mappings are offered as a guide. They don’t ensure 100% accuracy in mapping your data, so you must fine-tune the mapping in the Import Wizard.

Label for Your Import File

Annual Revenue

City

Company

Country

Salesforce Lead Field

Annual Revenue

City

Company

Country

Currency ISO Code

(Note: You can use this field only for organizations that use multiple currencies; see

on page 314.)

Lead Currency

Description Description

(The import wizard verifies this is a valid email address in the form: [email protected].)

Email Opt Out

(Use “1” to indicate that the user opts out; use

“0” to indicate that the user wants emails.)

Email Opt Out

No. of Employees No. of Employees

Fax Fax

Full Name

First Name

Last

Name

(Note: When importing lead names, use either

Full Name

First Name

and

Last

Name

, but not both.)

First Name

and

Last Name

Industry

Lead Division

(Note: You do not need to specify this field if you choose to assign the division via the

Industry

Lead Division

EDITIONS

Available in: Salesforce

Classic

Available in:

•

Group

•

Professional

•

Enterprise

•

Performance

•

Unlimited

•

Developer

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Set Up and Maintain Your Salesforce Organization Preparing Your Data for Import

Label for Your Import File

drop-down list on Step 1 of the import wizard. If you do not map this field or use the division drop-down list, the division is set to the record owner’s default division for each record.)

Lead ID

(Note: Record IDs are case-sensitive and should not be changed.)

Lead ID

Lead Source

(Note: You do not need to specify this field if you choose to assign the same

Lead Source

to all leads on the first page of the import wizard.)

Lead Source

Salesforce Lead Field

Lead Status

Mobile Phone

Phone

Postal Code

Lead Status

Mobile

Phone

Postal Code

Rating Rating

Record Owner

(Note: You do not need this field if assigning ownership via a lead assignment rule. In addition, when importing records by Salesforce record ID, this field is ignored.)

Lead Owner

Salutation

State

Added to beginning of

First Name

State

Status

(For campaign Import Leads wizard only.)

Street 1

Street 2

Street 3

Title

Website

Status

(in the Campaign History related list of a lead)

Address

Title

Website

If you include record types in this list, the Data Import Wizard uses the record owner’s default record type when creating new records.

For existing records, the Data Import Wizard does not update the record type field.

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Set Up and Maintain Your Salesforce Organization Importing My Contacts from Outlook or ACT!

If you choose to use assignment rules, the Data Import Wizard uses the new owner’s default record type when creating new records.

When the assignment rules assign the record to a queue, the queue owner’s default record type is used.

SEE ALSO:

Import My Contacts from Other

Importing My Contacts from Outlook or ACT!

Individual users can import up to 500 contacts and business accounts from Outlook or ACT! with the Import My Contacts wizard.

at the end of the URL.) To start using the unified wizard, from Setup, enter

Data Import

Wizard

in the

Quick Find

box, then select Data Import Wizard. (The options you see depend on your permissions.)

Before starting the Import My Contacts wizard, create an export file and correctly prepare your data.

If you are not importing from ACT! or Outlook, use the instructions in

Sources

Tip:

You can only import data into fields that you can edit.

EDITIONS

Available in: Salesforce

Classic

Available in: All Editions except Database.com

USER PERMISSIONS

To import your contacts and accounts:

•

“Import Personal

Contacts”

1. From your personal settings, enter

Import

in the

Quick Find

box, select Import My

Accounts & Contacts, and click Start the Import Wizard!. Alternatively, click the Import My Accounts & Contacts link in the

Tools area of the account home page.

Labels for contacts and business accounts may have been renamed by your administrator, in which case the “Import My...” links may have customized text.

2. Specify whether your data came from Act! or Outlook. Click Next.

3. Click Choose File to upload your file.

Note:

Import a small test file to make sure that you’ve prepared your import file correctly.

4. Optionally, click Customize Mappings to verify field mappings.

5. Click Import Now! to complete your import.

You can also view the following video playlist to get more information: Importing Your Accounts and Contacts .

IN THIS SECTION:

Import My Contacts from Other Sources

With the Import My Contacts wizard, you can import up to 500 contacts and associated business accounts from almost any source.

Import My Person Accounts

Import My Organization's Person Accounts

The Data Import Wizard provides a unified interface that lets you import data for a number of standard Salesforce objects, including accounts, contacts, leads, and solutions. The wizard also lets you import data for custom objects.

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SEE ALSO:

What Is Imported for Custom Objects?

Exporting from ACT!

Exporting from Outlook

Field Mapping for Other Data Sources and Organization Import

If you’re importing from ACT! or Outlook, see Importing My Contacts from Outlook or ACT!.

Import My Contacts from Other Sources

With the Import My Contacts wizard, you can import up to 500 contacts and associated business accounts from almost any source.

Before starting the Import My Contacts wizard, create an export file and correctly prepare your data.

Your export file format must be a comma delimited text file (.csv).

Tip:

You can import data only into fields that you can edit.

EDITIONS

Available in: Salesforce

Classic

Available in: All Editions except Database.com

1. From Setup, enter

Import

in the

Quick Find

box, select Import My Accounts &

Contacts, and then click Start the Import Process. Alternatively, click the Import My Accounts

& Contacts link in the Tools area of the account home page.

Your administrator can rename labels for contacts and business accounts, in which case, the

“Import My...” links can have customized text.

2. Click Next.

3. To upload your file, click Choose File.

Note:

To make sure that you’ve prepared your import file correctly, import a small test file.

USER PERMISSIONS

To import your contacts:

•

"Read", "Create", "Edit" and "Delete" on contacts

AND

"Modify All Data" on contacts

4. If necessary, change the default character encoding setting.

5. Choose whether duplicates will be identified by email address or name, and then click Next.

6. To ensure that contact data is entered into the correct fields, review the default mappings and correct any incorrect mappings, and then click Next.

•

You’re automatically assigned as the owner for any contacts or business accounts that you import, so mapping to a

Record

Owner

field isn’t necessary.

•

To overwrite your existing business account information with imported data, select Overwrite existing account values. If imported data fields are blank, existing data isn’t deleted.

7. If some fields don’t map, and your organization is a Professional, Enterprise, Unlimited, Performance, or Developer Edition organization, you can choose not to import unmapped fields or choose to have data from unmapped fields imported as a Note for the contact or business account. All unmapped imported data for a record is included in a single note.

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Set Up and Maintain Your Salesforce Organization Importing My Contacts from Outlook or ACT!

8. To complete your import, click Import Now!.

View this video playlist for more information: Importing Your Accounts and Contacts .

SEE ALSO:

What Is Imported for Custom Objects?

Field Mapping for Other Data Sources and Organization Import

What Is Imported for Person Accounts?

Import My Person Accounts

at the end of the URL.) To start using the unified wizard, from Setup, enter

Data Import

Wizard

in the

Quick Find

box, then select Data Import Wizard. (The options you see depend on your permissions.)

With the Import My Person Accounts wizard, you can import person accounts that you own. To understand how person account records are matched to prevent duplicates, see

on page 308.

Note:

Your administrator may have renamed “person account” to another term. If so, the import wizard will refer to the new name.

Follow these steps to import your person accounts. Click each link for more details.

Launch the wizard

2. x

Prevent duplicate records

on page 337

Select record types on page 337

Upload your import file on page 337

Map fields

on page 337

Confirm and submit your import on page 337

Complete your import

on page 338

Launch the wizard

1. To import your person accounts, from your personal settings, enter

Import

, then select

Import My Person Accounts.

Alternatively, click Import My Person Accounts in the Tools area of the accounts home page.

2. For best results, perform all of the steps provided on the introductory page.

3. Click Start the Import Wizard! to begin your import.

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Person account import available in: Enterprise,

Performance, Unlimited, and Developer Editions

USER PERMISSIONS

To import your own person accounts:

•

“Create” on accounts

AND

“Read” on contacts

AND

“Import Personal

Contacts”

AND

At least one person account record type available from your profile or permission sets

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Prevent duplicate records

1. Choose the field that you are using to match existing records in Salesforce with records in your import file. The

External ID option is disabled if no external ID fields have been created for your records.

2. Choose what you want to happen if matches are found - only import new records, only update existing records, or update existing records and import new ones.

Note: If you have chosen to match by

Salesforce ID

, you can only update existing records; you cannot import new ones.

3. Click Next.

Select record type

1. Choose the record type that you want to assign to the records in your import file.

2. If you are inserting new records and updating existing records at the same time, then choose whether to override the record types of existing records.

3. Click Next.

Upload your import file

1. Click Browse... to provide the location of your import file.

2. Choose the character encoding of your import file. In most cases, you can accept the default value.

3. Make additional settings depending on the setup of your organization, such as whether workflow rules will be triggered and the language of the records in the import file.

4. Click Next.

Map fields

1. Map the fields in your import file to the appropriate Salesforce fields by matching the fields on the left, which includes all the columns in your import file, with the appropriate Salesforce field on the right. If the column labels in your import file exactly match field labels in Salesforce, the wizard automatically maps those fields for you. However, if two or more of your file's column labels are identical matches with a field in Salesforce, you must map the fields manually.

Note: Some Salesforce fields cannot be updated using import, for example, the

Created Date

and

Last Modified

Date

. So even though you may be using an exported report as your import file, some of the Salesforce fields in your file cannot be mapped.

2. Click Next. The import wizard warns you if you have not mapped all of the fields in your import file. Unmapped field values are not imported.

Confirm and submit your import

1. Read any warning messages that the import wizard displays. Optionally, click Previous to return to earlier steps and resolve potential problems.

2. Click Import Now! to submit your import request to Salesforce.

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Complete your import

1. A message indicates approximately how long the import will take. When the import operation is finished, a message from Customer

Support will be sent to the email address shown.

2. Click Finish to exit the wizard.

3. To monitor the status of your pending import, from Setup, click Monitoring > Imports.

SEE ALSO:

duplicates, see What Is Imported for Person Accounts?

Import My Organization's Person Accounts

Important:

at the end of the URL.) To start using the unified wizard, from Setup, enter

Data Import

Wizard

in the

Quick Find

box, then select Data Import Wizard. (The options you see depend on your permissions.)

With the Import My Organization's Person Accounts wizard, you can import person accounts that are owned by different users. To understand how person account records are matched to prevent

on page 308.

Note: If the label for person accounts has been renamed for your organization, the renamed label will appear in the import wizard itself and in the Tools area of the accounts home page, but not in the Setup tree. (Renamed labels do not appear in any pages in Setup.)

Follow these steps to import person accounts for your organization.

Launch the wizard on page 338

Prevent duplicate records

on page 339

Specify owner and lookup relationships

Select record type

on page 339

Upload your import file on page 340

Map fields

on page 340

Confirm and submit your import on page 340

Complete your import

on page 340

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Person account import available in: Enterprise,

Performance, Unlimited, and Developer Editions

USER PERMISSIONS

To import your organization's person accounts:

•

“Modify All Data”

Note: The import wizard is dynamic; it displays different screens depending on what you are importing and the setup of your organization.

Launch the wizard

To import person accounts for your organization:

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Set Up and Maintain Your Salesforce Organization Importing My Contacts from Outlook or ACT!

1. From Setup, enter “Import Person Accounts” in the

Quick Find

box, then select Import Person Accounts.

Alternatively, click Import My Organization's Person Accounts in the Tools area of the accounts home page.

2. For best results, perform all of the steps provided on the introductory page.

3. Click Start the Import Wizard! to begin your import.

Prevent duplicate records

1. The import wizard can compare the records in your import file with existing records in Salesforce in order to prevent duplicate records from being created as a result of your import. Indicate whether you would like to prevent duplicate records from being created. You must select

Yes

in order to update existing records.

2. If you choose

Yes

, then additional choices will appear:

•

Choose the field that you are using to match existing records in Salesforce with records in your import file. The

External

option is disabled if no external ID fields have been created for your records.

•

Choose what you want to happen if matches are found—only import new records, only update existing records, or update existing records and import new ones.

Note: If you have chosen to match by

Salesforce ID

, you can only update existing records; you cannot import new ones.

3. Click Next.

Specify owner and lookup relationships

1. Specify the field in your import file that contains person account owners.

When you choose “Name,” the following formats are valid:

•

First name followed by last name

•

Last name followed by first name

•

Alias

•

Username

2. Records can have custom fields that create lookup relationships with other records. If you have included lookup fields in your import file, then check the corresponding boxes.

Note:

Any related records must already exist in Salesforce before proceeding. Related records will not be updated during your import even if your import file contains different values for fields on those related records.

3. Click Next.

Select record type

1. Choose the record type that you want to assign to the records in your import file.

2. If you are inserting new records and updating existing records at the same time, then choose whether to override the record types of existing records.

3. Click Next.

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Upload your import file

1. Click Browse... to provide the location of your import file.

2. Choose the character encoding of your import file. In most cases, you can accept the default value.

3. Make additional settings depending on the setup of your organization, such as whether workflow rules will be triggered and the language of the records in the import file.

4. Click Next.

Map fields

Note: Some Salesforce fields cannot be updated using import, for example, the

Created Date

and

Last Modified

Date

. So even though you may be using an exported report as your import file, some of the Salesforce fields in your file cannot be mapped.

2. Click Next. The import wizard warns you if you have not mapped all of the fields in your import file. Unmapped field values are not imported.

Confirm and submit your import

1. Read any warning messages that the import wizard displays. Optionally, click Previous to return to earlier steps and resolve potential problems.

2. Click Import Now! to submit your import request to Salesforce.

Complete your import

1. A message indicates approximately how long the import will take. When the import operation is finished, a message from Customer

Support will be sent to the email address shown.

2. Click Finish to exit the wizard.

3. To monitor the status of your pending import, from Setup, click Monitoring > Imports.

SEE ALSO:

How many records can I import?

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Set Up and Maintain Your Salesforce Organization Importing My Contacts from Outlook or ACT!

Data Import Wizard

You can use the Data Import Wizard to import up to 50,000 records at a time.

Salesforce recommends you import using a small test file first to make sure that you have prepared your source data correctly.

The Data Import Wizard is supported in these browsers:

•

Google Chrome

™

versions 29 and later

•

Mozilla

Firefox

versions 23 and later

•

Microsoft

Internet Explorer

versions 9 and later

•

Apple

Safari

versions 5 and later

Drag and drop of CSV files is not supported in Internet Explorer 9.

1. Prepare your data for import and create an import file.

Avoid errors, duplication of data, and frustration by preparing your data for import before you launch the wizard. See the FAQ item “How do I prepare my data for import?” on the Data Import

Wizard welcome page for more information on preparing your data.

EDITIONS

Available in: Salesforce

Classic and Lightning

Experience

Available in: All Editions except Database.com

USER PERMISSIONS

To import accounts and contacts:

•

“Import Personal

Contacts”

To import leads:

•

“Import Leads”

To import solutions:

•

“Import Solutions”

To import custom objects:

•

“Modify All Data”

You can also view the following video playlist to get more information:

To Series

Data Import How

2. Start the wizard.

a. From Setup, enter

Data Import Wizard

in the

Quick Find

box, then select Data Import Wizard.

b. Review the information provided on the welcome page, then click Launch Wizard!

Note:

Users who aren’t administrators can also access the Data Import Wizard from their personal settings.

3. Choose the data that you want to import.

a. Click Standard Objects to import accounts, contacts, leads, or solutions. Click Custom Objects to import custom objects.

b. Specify whether you want to add new records to Salesforce, update existing records, or add and update records simultaneously.

c. Specify matching and other criteria as necessary. Hover your mouse over the question marks for more information about each option.

d. Specify the file that contains your data.

You can specify your data file by dragging the CSV to the upload area of the page or by clicking the CSV category you’re using and then navigating to and selecting the file.

e. Choose a character encoding method for your file. Most users will not need to change their character encoding.

f. Click Next.

4. Map your data fields to Salesforce data fields.

The Data Import Wizard tries to map as many of your data fields as possible to standard Salesforce data fields. If Salesforce can’t automatically map fields, however, you’ll need to do it manually. Unmapped fields are not imported into Salesforce.

To see a list of standard Salesforce data fields, from the management settings for the object, go to the fields area.

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Set Up and Maintain Your Salesforce Organization Importing My Contacts from Outlook or ACT!

a. Scan the list of mapped data fields and locate any unmapped fields.

b. Click Map to the left of each unmapped field.

c. In the Map Your Field dialog box, choose the Salesforce field(s) you want to map to and click Map.

Note: The Map Your Field dialog box also gives you the option of saving data from unmapped fields in a general notes field for accounts and contacts. To do so, choose Account Note or Contact Note from the Map To drop-down list and click

Map.

d. To change mappings that Salesforce performed automatically, click Change to the left of the appropriate field, then choose the

Salesforce field(s) you want to map to and click Map.

e. Click Next.

5. Review and start your import.

a. Review your import information on the Review page. If you still have unmapped fields that you want to import, click Previous to return to the previous page and specify your mappings.

b. Click Start Import.

6. Check import status.

From Setup, enter

Bulk Data Load Jobs

in the

Quick Find

box, then select Bulk Data Load Jobs.

Note: The Bulk Data Load Jobs page is not available in Professional Edition. Additionally, only administrators have access to the Bulk Data Load Jobs page in Salesforce Setup. If you’re not an administrator, you can check the status of your upload by monitoring the relevant tabs in Salesforce.

Need help getting started? Check out www.salesforce.com/gettingstarted to access live webinars, videos, setup series and more. For hands-on help with data importing, complete the Importing Data module in Trailhead.

Data Import Wizard FAQ

•

•

What kind of objects can I import?

•

Can I do simultaneous imports?

•

How long does it take to complete an import?

IN THIS SECTION:

How many records can I import?

What kind of objects can I import?

Can I do simultaneous imports?

How long does it take to complete an import?

SEE ALSO:

342

Set Up and Maintain Your Salesforce Organization Importing My Contacts from Outlook or ACT!

How many records can I import?

The Data Import Wizard lets you import up to 50,000 records at a time.

SEE ALSO:

What kind of objects can I import?

You can use the Data Import Wizard to import accounts, contacts, leads, solutions, and custom objects.

SEE ALSO:

Can I do simultaneous imports?

The Data Import Wizard does not support simultaneous—or concurrent—data import jobs. You must finish one data import before beginning the next.

SEE ALSO:

How long does it take to complete an import?

The time it takes to complete an import using the Data Import Wizard varies, depending on the amount of data you’re importing. Imports are generally not immediate, and can take up to several minutes.

If you’re a Salesforce administrator, you can check the status of an import on the Bulk Downloads page. (From Setup, enter

Bulk Data

Load Jobs

in the

Quick Find

box, then select Bulk Data Load Jobs.)

If you’re not a Salesforce administrator, and you want to know the status of an import, you’ll need to wait until you receive the status email. You can also monitor the import manually by checking the relevant tabs in Salesforce.

SEE ALSO:

343

Set Up and Maintain Your Salesforce Organization Using the Import Queue

Using the Import Queue

at the end of the URL.) To start using the unified wizard, from Setup, enter

Data Import

Wizard

in the

Quick Find

box, then select Data Import Wizard. (The options you see depend on your permissions.)

Administrators can check the Import Queue to view details about an import or to cancel an organization import. Import details are removed from the queue three days after completion.

1. From Setup, enter

Imports

in the

Quick Find

box, then select Imports.

2. Select the file name of the import file to see the Import Queue Detail page for that file.

If you want to cancel an import, and the import has not started processing, click Del. You cannot cancel an import after it has started processing.

The possible values of the

Status

column are listed below:

Status

Aborted

Completed

Error

Pending

Processing

Description

The import did not complete successfully. The error details are emailed to the user who performed the import. Aborted imports can be retried within three days, but, if multiple retry attempts are made, the import cannot remain in the queue for more than 30 days from the original import attempt.

The import completed successfully without errors.

The import was processed and errors were encountered. The error details are emailed to the user who performed the import. The user can fix the errors, and then attempt the import again.

The import is in the queue but has not started processing yet.

The import is in the queue and is currently being processed.

EDITIONS

Available in: Salesforce

Classic

Available in:

•

Contact Manager

•

Group

•

Professional

•

Enterprise

•

Performance

•

Unlimited

•

Developer

USER PERMISSIONS

User Permissions Needed

To use the Import Queue:

•

“Modify All Data”

SEE ALSO:

Data Loader to mass delete the mistakenly imported records. See Performing Mass Deletes

344

Set Up and Maintain Your Salesforce Organization Undoing an Import

Undoing an Import

If you import accounts, contacts, leads, or solutions by mistake, your administrator can from Setup, enter

Mass Delete Records

in the

Quick Find

box, then select Mass Delete Records to delete the items you mistakenly imported. View the Using Mass Delete to Undo Imports document for instructions.

The Mass Delete Records tools do not support custom objects. If you import custom objects by mistake in Enterprise, Unlimited, Performance, or Developer Edition, your administrator can use the

on page

357.

SEE ALSO:

Importing Overview on page 304.

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Available in: All Editions except Database.com

USER PERMISSIONS

User Permissions Needed

To mass delete data:

•

“Modify All Data”

Data Loader

Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records.

When importing data, Data Loader reads, extracts, and loads data from comma separated values

(CSV) files or from a database connection. When exporting data, it outputs CSV files.

Note: If commas are not appropriate for your locale, use a tab or other delimiter.

You can use Data Loader in two different ways:

•

User interface—When you use the user interface, you work interactively to specify the configuration parameters, CSV files used for import and export, and the field mappings that map the field names in your import file with the field names in Salesforce.

•

Command line (Windows only)—When you use the command line, you specify the configuration, data sources, mappings, and actions in files. This enables you to set up Data Loader for automated processing.

Data Loader offers the following key features:

•

An easy-to-use wizard interface for interactive use

•

An alternate command-line interface for automated batch operations (Windows only)

•

Support for large files with up to 5 million records

•

Drag-and-drop field mapping

•

Support for all objects, including custom objects

•

Can be used to process data in both Salesforce and Database.com

•

Detailed success and error log files in CSV format

•

A built-in CSV file viewer

•

Support for Windows XP, Windows 7, and Mac OS X

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Available in:

•

Enterprise

•

Performance

•

Unlimited

•

Developer

•

Database.com

345

Set Up and Maintain Your Salesforce Organization Data Loader

To get started, see the following topics:

•

When to Use Data Loader

•

Installing Data Loader

Note:

In previous versions, Data Loader has been known as “AppExchange Data Loader“ and “Sforce Data Loader.”

SEE ALSO:

Encrypt Fields

When to Use Data Loader

Data Loader complements the web-based import wizards that are accessible from the Setup menu in the online application. Refer to the following guidelines to determine which method best suits your business needs:

Use Data Loader when:

•

You need to load 50,000 to 5,000,000 records. Data Loader is supported for loads of up to 5 million records. If you need to load more than 5 million records, we recommend you work with a Salesforce partner or visit the

App Exchange

for a suitable partner product.

•

You need to load into an object that is not yet supported by the import wizards.

•

You want to schedule regular data loads, such as nightly imports.

•

You want to export your data for backup purposes.

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Available in:

•

Enterprise

•

Performance

•

Unlimited

•

Developer

•

Database.com

Use the import wizards when:

•

You are loading less than 50,000 records.

•

The object you need to import is supported by import wizards. To see what import wizards are available and thus what objects they support, from Setup, enter

Data Management

in the

Quick Find

box, then select Data Management.

•

You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.

For more information about the import wizards, see

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Set Up and Maintain Your Salesforce Organization Data Loader

Install and Configure Data Loader

Considerations for Installing Data Loader

System Requirements for Windows

To use Data Loader for Windows, you need:

•

Microsoft

Windows

7 or Windows XP

•

120 MB of free disk space

•

256 MB of available memory

•

Java JRE 1.6

•

Sun JVM 1.6

•

Administrator privileges on the machine

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Available in:

•

Enterprise

•

Performance

•

Unlimited

•

Developer

•

Database.com

System Requirements for Mac OS

To use Data Loader for Mac, you need:

•

Mac

OS X

•

120 MB of free disk space

•

256 MB of available memory

•

Java JRE 1.6

•

Sun JVM 1.6

•

Administrator privileges on the machine

USER PERMISSIONS

To access the page to download Data Loader:

•

“Modify All Data”

To use Data Loader:

•

The appropriate user permission for the operation you are doing, for example, “Create” on accounts to insert new accounts

Installation Considerations

Over time, several versions of the Data Loader client application have been available for download.

Some earlier versions were called “AppExchange Data Loader” or “Sforce Data Loader.” You can run different versions at the same time on one computer. However, do not install more than one copy of the same version.

The latest version is always available in Salesforce. If you have installed the latest version and want to install it again, first remove the version on your computer.

Tip:

If you experience login issues in the command line interface after upgrading to a new version of Data Loader, please try re-encrypting your password to solve the problem. For information on the password encryption utility, see

Encrypt from the

Command Line on page 361.

Note: The Data Loader command-line interface is supported for Windows only.

To make changes to the source code, download the open-source version of Data Loader from

https://github.com/forcedotcom/dataloader

Login Considerations

If your organization restricts IP addresses, logins from untrusted IPs are blocked until they’re activated. Salesforce automatically sends you an activation email that you can use to log in. The email contains a security token that you must add to the end of your password.

For example, if your password is

mypassword

, and your security token is

XXXXXXXXXX

, you must enter

mypasswordXXXXXXXXXX

to log in.

347

Set Up and Maintain Your Salesforce Organization Data Loader

Configure Data Loader

Use the Settings menu to change the default operation settings of Data Loader.

1. Open the Data Loader.

2. Choose Settings > Settings.

3. Edit the fields as desired:

Field

Batch size

Insert null values

Assignment rule

Server host

Reset URL on Login

Compression

Description

In a single insert, update, upsert, or delete operation, records moving to or from

Salesforce are processed in increments of this size. The maximum value is 200. We recommend a value between 50 and 100.

The maximum value is 10,000 if the

Use

Bulk API

option is selected.

Select this option to insert blank mapped values as null

values during data operations. Note that when you are updating records, this option instructs Data Loader to overwrite any existing data in mapped fields.

This option is not available if the

Use Bulk

API

option is selected. Empty field values are ignored when you update records using the Bulk API. To set a field value to null when the

Use Bulk API

option is selected, use a field value of

#N/A

Specify the ID of the assignment rule to use for inserts, updates, and upserts. This option applies to inserts, updates, and upserts on cases and leads. It also applies to updates on accounts if your organization has territory assignment rules on accounts. The assignment rule overrides

Owner

values in your CSV file.

Enter the URL of the Salesforce server with which you want to communicate. For example, if you are loading data into a sandbox, change the URL to https://test.salesforce.com

By default, Salesforce resets the URL after login to the one specified in

Server host

. To

turn off this automatic reset, disable this option.

Compression enhances the performance of

Data Loader and is turned on by default. You

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Available in:

•

Enterprise

•

Performance

•

Unlimited

•

Developer

•

Database.com

348

Set Up and Maintain Your Salesforce Organization

Field

Timeout

Query request size

Generate status files for exports

Read all CSVs with UTF-8 encoding

Write all CSVs with UTF-8 encoding

Use European date format

Allow field truncation

Use Bulk API

Data Loader

Description

may want to disable compression if you need to debug the underlying SOAP messages. To turn off compression, enable this option.

Specify how many seconds Data Loader waits to receive a response back from the server before returning an error for the request.

In a single export or query operation, records are returned from

Salesforce in increments of this size. The maximum value is 2,000 records. Larger values may improve performance but use more memory on the client.

Select this option to generate success and error files when exporting data.

Select this option to force files to open in UTF-8 encoding, even if they were saved in a different format.

Select this option to force files to be written in UTF-8 encoding.

Select this option to support the date formats dd/MM/yyyy and dd/MM/yyyy HH:mm:ss

Select this option to truncate data in the following types of fields when loading that data into Salesforce: Email, Multi-select Picklist,

Phone, Picklist, Text, and Text (Encrypted).

In Data Loader versions 14.0 and earlier, values for fields of those types are truncated by Data Loader if they are too large. In Data

Loader version 15.0 and later, the load operation fails if a value is specified that is too large.

Selecting this option allows you to specify that the previous behavior, truncation, be used instead of the new behavior in

Data Loader versions 15.0 and later. This option is selected by default and has no effect in versions 14.0 and earlier.

This option is not available if the

Use Bulk API

option is selected. In that case, the load operation fails for the row if a value is specified that is too large for the field.

Select this option to use the Bulk API to insert, update, upsert, delete, and hard delete records. The Bulk API is optimized to load or delete a large number of records asynchronously. It’s faster than the default SOAP-based API due to parallel processing and fewer network round-trips.

Warning: You can hard delete records when you configure Data Loader to

Use Bulk API

. Keep in mind that hard deleted records are immediately deleted and can’t be recovered from the Recycle Bin.

349

Set Up and Maintain Your Salesforce Organization

Field

Enable serial mode for Bulk API

Upload Bulk API Batch as Zip File

Time Zone

Proxy host

Proxy port

Proxy username

Proxy password

Proxy NTLM domain

Start at row

Data Loader

Description

Select this option to use serial instead of parallel processing for

Bulk API. Processing in parallel can cause database contention.

When this is severe, the load may fail. Using serial mode guarantees that batches are processed one at a time. Note that using this option may significantly increase the processing time for a load.

This option is only available if the

Use Bulk API

option is selected.

Select this option to use Bulk API to upload zip files containing binary attachments, such as Attachment records or Salesforce

CRM Content.

This option is only available if the

Use Bulk API

option is selected.

Select this option to specify a default time zone.

If a date value does not include a time zone, this value is used.

•

If no value is specified, the time zone of the computer where

Data Loader is installed is used.

•

If an incorrect value is entered, GMT is used as the time zone and this fact is noted in the Data Loader log.

Valid values are any time zone identifier which can be passed to the Java getTimeZone(java.lang.String)

method.

The value can be a full name such as

America/Los_Angeles

, or a custom ID such as

GMT-8:00

The host name of the proxy server, if applicable.

The proxy server port.

The username for proxy server authentication.

The password for proxy server authentication.

The name of the Windows domain used for NTLM authentication.

If your last operation failed, you can use this setting to begin where the last successful operation finished.

4. Click OK to save your settings.

Configure the Data Loader to Use the Bulk API

350

Set Up and Maintain Your Salesforce Organization Data Loader

Data Loader Behavior with Bulk API Enabled

Enabling the Bulk API in Data Loader allows you to load or delete a large number of records faster than using the default SOAP-based API. However, there are some differences in behavior in Data

Loader when you enable the Bulk API. One important difference is that it allows you to execute a hard delete if you have the permission and license. See

Configure Data Loader

on page 348.

The following settings are not available on the Settings > Settings page in Data Loader when the

Use Bulk API

option is selected:

Insert null values

This option enables Data Loader to insert blank mapped values as null

values during data operations when the Bulk API is disabled. Empty field values are ignored when you update records using the Bulk API. To set a field value to null

when the

Use Bulk API

option is selected, use a field value of

#N/A

EDITIONS

Available in: Salesforce

Classic

Available in:

•

Enterprise

•

Performance

•

Unlimited

•

Developer

•

Database.com

Allow field truncation

This option directs Data Loader to truncate data for certain field types when the Bulk API is disabled. A load operation fails for the row if a value is specified that is too large for the field when the

Use Bulk API

option is selected.

SEE ALSO:

Configure Data Loader

Configure the Data Loader to Use the Bulk API

The Bulk API is optimized to load or delete a large number of records asynchronously. It is faster than the SOAP-based API due to parallel processing and fewer network round-trips. By default,

Data Loader uses the SOAP-based API to process records.

To configure Data Loader to use the Bulk API for inserting, updating, upserting, deleting, and hard deleting records:

1. Open the Data Loader.

2. Choose Settings > Settings.

3. Select the

Use Bulk API

option.

4. Click OK.

Note:

•

You can also select the

Enable serial mode for Bulk API

option.

Processing in parallel can cause database contention. When this is severe, the load may fail. Using serial mode guarantees that batches are processed one at a time. Note that using this option may significantly increase the processing time for a load.

•

Caution: You can hard delete records when you configure Data Loader to

Use Bulk

API

. Keep in mind that hard deleted records are immediately deleted and can’t be recovered from the Recycle Bin.

EDITIONS

Available in: Salesforce

Classic

Available in:

•

Enterprise

•

Performance

•

Unlimited

•

Developer

•

Database.com

SEE ALSO:

Configure Data Loader

351

Set Up and Maintain Your Salesforce Organization

Use Data Loader

Data Types Supported by Data Loader

Data Loader supports the following data types:

Base64

String path to file (converts the file to a base64–encoded array). Base64 fields are only used to

insert or update attachments and Salesforce CRM Content. For more information, see Uploading

Attachments on page 357 and

Upload Content with the Data Loader

on page 358.

Boolean

•

True values (case insensitive) = yes

, y

, true

, on

•

False values (case insensitive) = no

, n

, false

, off

Date Formats

We recommend you specify dates in the format

yyyy-MM-ddTHH:mm:ss.SSS+/-HHmm

•

yyyy

is the four-digit year

•

is the two-digit month (01-12)

•

is the two-digit day (01-31)

•

is the two-digit hour (00-23)

•

is the two-digit minute (00-59)

•

is the two-digit seconds (00-59)

•

SSS

is the three-digit milliseconds (000-999)

•

+/-HHmm

is the Zulu (UTC) time zone offset

The following date formats are also supported:

•

yyyy-MM-dd'T'HH:mm:ss.SSS'Z'

•

yyyy-MM-dd'T'HH:mm:ss.SSS Pacific Standard Time

•

yyyy-MM-dd'T'HH:mm:ss.SSSPacific Standard Time

•

yyyy-MM-dd'T'HH:mm:ss.SSS PST

•

yyyy-MM-dd'T'HH:mm:ss.SSSPST

•

yyyy-MM-dd'T'HH:mm:ss.SSS GMT-08:00

•

yyyy-MM-dd'T'HH:mm:ss.SSSGMT-08:00

•

yyyy-MM-dd'T'HH:mm:ss.SSS -800

•

yyyy-MM-dd'T'HH:mm:ss.SSS-800

•

yyyy-MM-dd'T'HH:mm:ss

•

yyyy-MM-dd HH:mm:ss

•

yyyyMMdd'T'HH:mm:ss

•

yyyy-MM-dd

•

MM/dd/yyyy HH:mm:ss

•

MM/dd/yyyy

•

yyyyMMdd

Note the following tips for date formats:

EDITIONS

Available in: Salesforce

Classic

Available in:

•

Enterprise

•

Performance

•

Unlimited

•

Developer

•

Database.com

Data Loader

352

Set Up and Maintain Your Salesforce Organization Data Loader

•

To enable date formats that begin with the day rather than the month, select the

Use European date format

box in the Settings dialog. European date formats are dd/MM/yyyy

and dd/MM/yyyy HH:mm:ss

•

If your computer's locale is east of Greenwich Mean Time (GMT), we recommend that you change your computer setting to

GMT in order to avoid date adjustments when inserting or updating records.

•

Only dates within a certain range are valid. The earliest valid date is 1700-01-01T00:00:00Z GMT, or just after midnight on January

1, 1700. The latest valid date is 4000-12-31T00:00:00Z GMT, or just after midnight on December 31, 4000. These values are offset by your time zone. For example, in the Pacific time zone, the earliest valid date is 1699-12-31T16:00:00, or 4:00 PM on December

31, 1699.

Double

Standard double string

A Salesforce ID is a case-sensitive 15-character or case–insensitive 18-character alphanumeric string that uniquely identifies a particular record.

Tip: To ensure data quality, make sure that all Salesforce IDs you enter in Data Loader are in the correct case.

Integer

Standard integer string

String

All valid XML strings; invalid XML characters are removed.

Export Data

You can use the Data Loader export wizard to extract data from any Salesforce object. When you export, you can choose to include (Export All) or exclude (Export) soft-deleted records.

1. Open the Data Loader.

EDITIONS

2. Click Export or Export All. These commands can also be found in the File menu.

Available in: both Salesforce

Classic and Lightning

Experience

3. Enter your Salesforce username and password. Click Log in to log in. After your login completes successfully, click Next. (Until you log out or close the program, you will not be asked to log in again.)

mypassword

, and your security token is

XXXXXXXXXX

, you must enter

mypasswordXXXXXXXXXX

to log in.

Available in:

•

Enterprise

•

Performance

•

Unlimited

•

Developer

•

Database.com

USER PERMISSIONS

4. Choose an object. For example, select the Account object. If your object name does not display in the default list, check

Show all objects

to see a complete list of objects that you can access. The objects will be listed by localized label name, with developer name noted in parentheses. For object descriptions, see the

SOAP API Developer's Guide

To export records:

•

“Read” on the records

To export all records:

•

“Read” on the records

5. Click Browse... to select the CSV file to which the data will be exported. You can enter a new file name to create a new file or choose an existing file.

If you select an existing file, the contents of that file are replaced. Click Yes to confirm this action, or click No to choose another file.

6. Click Next.

7. Create a SOQL query for the data export. For example, check

and

Name

in the query fields and click Finish. As you follow the next steps, you will see that the CSV viewer displays all the Account names and their IDs. SOQL is the Salesforce Object Query

353

Set Up and Maintain Your Salesforce Organization Data Loader

Language that allows you to construct simple but powerful query strings. Similar to the SELECT command in SQL, SOQL allows you to specify the source object, a list of fields to retrieve, and conditions for selecting rows in the source object.

a. Choose the fields you want to export.

b. Optionally, select conditions to filter your data set. If you do not select any conditions, all the data to which you have read access will be returned.

c. Review the generated query and edit if necessary.

Tip: You can use a SOQL relationship query to include fields from a related object. For example:

Select Name, Pricebook2Id, Pricebook2.Name, Product2Id, Product2.ProductCode FROM

PricebookEntry WHERE IsActive = true

Or:

Select Id, LastName, Account.Name FROM Contact

When using relationship queries in Data Loader, the fully specified field names are case-sensitive. For example, using

ACCOUNT.NAME

instead of

Account.Name

does not work.

Data Loader doesn’t support nested queries or querying child objects. For example, queries similar to the following return an error:

SELECT Amount, Id, Name, (SELECT Quantity, ListPrice,

PriceBookEntry.UnitPrice, PricebookEntry.Name,

PricebookEntry.product2.Family FROM OpportunityLineItems)

FROM Opportunity

Also, Data Loader doesn’t support queries that make use of polymorphic relationships. For example, the following query results in an error:

SELECT Id, Owner.Name, Owner.Type, Owner.Id, Subject FROM Case

For more information on SOQL, see the

Force.com SOQL and SOSL Reference

8. Click Finish, then click Yes to confirm.

9. A progress information window reports the status of the operation.

10. After the operation completes, a confirmation window summarizes your results. Click View Extraction to view the CSV file, or click

OK to close. For more details, see Reviewing Data Loader Output Files

on page 359.

Note:

•

Data Loader currently does not support the extraction of attachments. As a workaround, we recommend that you use the weekly export feature in the online application to export attachments.

•

If you select compound fields for export in the Data Loader, they cause error messages. To export values, use individual field components.

354

Set Up and Maintain Your Salesforce Organization Data Loader

Define Data Loader Field Mappings

When you insert, delete, or update files, use the Mapping Dialog window to associate Salesforce

fields with the columns of your CSV file. For more information, see Insert, Update, or Delete Data

Using Data Loader on page 355.

EDITIONS

1. To automatically match fields with columns, click Auto-Match Fields to Columns. The Data

Loader populates the list at the bottom of the window based on the similarity of field and column names. For a delete operation, automatic matching works only on the ID field.

2. To manually match fields with columns, click and drag fields from the list of Salesforce fields at the top to the list of CSV column header names at the bottom. For example, if you are inserting new Account records where your CSV file contains the names of new accounts, click and drag the

Name

field to the right of the

NAME

column header field.

Available in: Salesforce

Classic

Available in:

•

Enterprise

•

Performance

•

Unlimited

•

Developer

•

Database.com

3. Optionally, click Save Mapping to save this mapping for future use. Specify a name for the

SDL mapping file.

If you select an existing file, the contents of that file are replaced. Click Yes to confirm this action, or click No to choose another file.

4. Click OK to use your mapping for the current operation.

Insert, Update, or Delete Data Using Data Loader

USER PERMISSIONS EDITIONS

To insert records:

To update records:

“Create” on the record

“Edit” on the record

Available in: both Salesforce

Classic and Lightning

Experience

To upsert records:

To delete records:

To hard delete records

“Create” or “Edit” on the record

“Delete” on the record

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The insert, update, upsert, delete, and hard delete wizards in Data Loader allow you to add new records, modify existing records, or delete existing records. Note that “upsert” is a combination of inserting and updating. If a record in your file matches an existing record, the existing record is updated with the values in your file. If no match is found, then the record is created as new. When you hard delete records, the deleted records are not stored in the Recycle

Bin and become immediately eligible for deletion. For more information, see

Configure Data Loader on page 348.

1. Open the Data Loader.

2. Click Insert, Update, Upsert, Delete or Hard Delete. These commands can also be found in the File menu.

3. Enter your Salesforce username and password. Click Log in to log in. After your login completes successfully, click Next. (Until you log out or close the program, you are not asked to log in again.)

For example, if your password is

mypassword

, and your security token is

XXXXXXXXXX

, you must enter

mypasswordXXXXXXXXXX

to log in.

4. Choose an object. For example, if you are inserting Account records, select Account. If your object name does not display in the default list, check

Show all objects

to see a complete list of the objects that you can access. The objects are listed by localized

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label name, with developer name noted in parentheses. For object descriptions, see the

Object Reference for Salesforce and Force.com

5. Click Browse... to select your CSV file. For example, if you are inserting Account records, you could specify a CSV file named insertaccounts.csv

containing a

Name

column for the names of the new accounts.

6. Click Next. After the object and CSV file are initialized, click OK.

7. If you are performing an upsert:

a. Your CSV file must contain a column of ID values for matching against existing records. The column may be either an external

ID (a custom field with the “External ID” attribute), or

(the Salesforce record ID). From the drop-down list, select which field to use for matching. If the object has no external ID fields,

is automatically used. Click Next to continue.

b. If your file includes the external IDs of an object that has a relationship to your chosen object, enable that external ID for record matching by selecting its name from the drop-down list. If you make no selection here, you can use the related object's

Id field for matching by mapping it in the next step. Click Next to continue.

8. Define how the columns in your CSV file map to Salesforce fields. Click Choose an Existing Map to select an existing field mapping, or click Create or Edit a Map to create a new map or modify an existing map. For more details and an example of usage, see

Define

Data Loader Field Mappings on page 355.

9. Click Next.

10. For every operation, the Data Loader generates two unique CSV log files; one file name starts with “success,” while the other starts with “error.” Click Browse... to specify a directory for these files.

11. Click Finish to perform the operation, and then click Yes to confirm.

12. As the operation proceeds, a progress information window reports the status of the data movement.

13. After the operation completes, a confirmation window summarizes your results. Click View Successes to view your success file, click View Errors to open your errors file, or click OK to close. For more information, see

Reviewing Data Loader Output Files on

page 359.

Tip:

•

If you are updating or deleting large amounts of data, review

Perform Mass Updates

and

Performing Mass Deletes

for tips and best practices.

•

There is a five-minute limit to process 100 records when the Bulk API is enabled. Also, if it takes longer than 10 minutes to process a file, the Bulk API places the remainder of the file back in the queue for later processing. If the Bulk API continues to exceed the 10-minute limit on subsequent attempts, the file is placed back in the queue and reprocessed up to 10 times before the operation is permanently marked as failed. Even if the processing failed, some records could have completed successfully, so you must check the results. If you get a timeout error when loading a file, split your file into smaller files, and try again.

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Perform Mass Updates

To update a large number of records at one time, we recommend the following steps:

1. Obtain your data by performing an export of the objects you wish to update, or by running a report. Make sure your report includes the record ID.

2. As a backup measure, save an extra copy of the generated CSV file.

3. Open your working file in a CSV editor such as Excel, and update your data.

4. Launch Data Loader and follow the update wizard. Note that matching is done according to

record ID. See Insert, Update, or Delete Data Using Data Loader

on page 355.

5. After the operation, review your success and error log files. See Reviewing Data Loader Output

Files on page 359.

6. If you made a mistake, use the backup file to update the records to their previous values.

Performing Mass Deletes

To delete a large number of records at one time using Data Loader, we recommend the following steps:

1. As a backup measure, export the records you wish to delete, being sure to select all fields. (See

Export Data on page 353.) Save an extra copy of the generated CSV file.

2. Next, export the records you wish to delete, this time using only the record ID as the desired criterion.

3. Launch the Data Loader and follow the delete or hard delete wizard. Map only the ID column.

See

Insert, Update, or Delete Data Using Data Loader on page 355.

4. After the operation, review your success and error log files. See Reviewing Data Loader Output

Files on page 359.

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Uploading Attachments

You can use Data Loader to upload attachments to Salesforce. Before uploading attachments, note the following:

•

If you intend to upload via the Bulk API, verify that

Upload Bulk API Batch as Zip File

on the Settings > Settings page is enabled.

•

If you are migrating attachments from a source Salesforce organization to a target Salesforce organization, begin by requesting a data export for the source organization. On the Schedule Export page, make sure to select the

Include Attachments...

checkbox, which causes the file

Attachment.csv

to be included in your export. You can use this CSV file to upload the

attachments. For more information on the export service, see Exporting Backup Data

on page 397.

To upload attachments:

1. Confirm that the CSV file you intend to use for attachment importing contains the following required columns (each column represents a Salesforce field):

•

ParentId

- the Salesforce ID of the parent record.

•

Name

- the name of the attachment file, such as myattachment.jpg

•

Body

- the absolute path to the attachment on your local drive.

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Ensure that the values in the

Body

column contain the full file name of the attachments as they exist on your computer. For example, if an attachment named myattachment.jpg

is located on your computer at

C:\Export

Body

must specify

C:\Export\myattachment.jpg

. Your CSV file might look like this:

ParentId,Name,Body

50030000000VDowAAG,attachment1.jpg,C:\Export\attachment1.gif

701300000000iNHAAY,attachment2.doc,C:\Export\files\attachment2.doc

The CSV file can also include other optional Attachment fields, such as

Description

2. Proceed with an insert or upsert operation; see

Insert, Update, or Delete Data Using Data Loader

on page 355. At the

Select data objects

step, make sure to select the

Show all Salesforce objects

checkbox and the

Attachment object name in the list.

Upload Content with the Data Loader

You can use Data Loader to bulk upload documents and links into libraries in Salesforce CRM

Content. Before uploading documents or links, note the following.

•

If you intend to upload via the Bulk API, verify that

Upload Bulk API Batch as Zip

File

on the Settings > Settings page is enabled.

•

When you upload a document from your local drive using Data Loader, specify the path in the

VersionData

and

PathOnClient

fields in the CSV file.

VersionData

identifies the location and extracts the format, and

PathOnClient

identifies the type of document being uploaded.

•

When you upload a link using the Data Loader, specify the URL in

ContentUrl

. Don’t use

PathOnClient

VersionData

to upload links.

•

You can’t export content using the Data Loader.

•

If you’re updating content that you’ve already uploaded:

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Perform the Insert function.

–

Include a

ContentDocumentId

column with an 18-character ID. Salesforce uses this information to determine that you’re updating content. When you map the

ContentDocumentId

, the updates are added to the content file. If you don’t include the ContentDocumentId, the content is treated as new, and the content file isn’t updated.

1. Create a CSV file with the following fields.

•

Title

- file name.

•

Description

- (optional) file or link description.

Note: If there are commas in the description, use double quotes around the text.

•

VersionData

- complete file path on your local drive (for uploading documents only).

Note: Files are converted to base64 encoding on upload. This action adds approximately 30% to the file size.

•

PathOnClient

- complete file path on your local drive (for uploading documents only).

•

ContentUrl

- URL (for uploading links only).

•

OwnerId

- (optional) file owner, defaults to the user uploading the file.

•

FirstPublishLocationId

- library ID.

•

RecordTypeId

- record type ID.

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Set Up and Maintain Your Salesforce Organization Data Loader

Note: If you publish to a library that has restricted record types, specify

RecordTypeId

To determine the

RecordTypeId

values for your organization using Data Loader, follow the steps in

Exporting Data . The

following is a sample SOQL query:

Select Id, Name FROM RecordType WHERE SobjectType = 'ContentVersion'

To determine the

RecordTypeId

values for your organization using the AJAX Toolkit:

a. Log in to Salesforce.

b. Enter this URL in your browser: http://

instanceName.salesforce.com/soap/ajax/35.0/debugshell.html

. Enter the

instanceName

, such as

na1

, for your organization. You can see the

instanceName

in the URL field of your browser after logging in to Salesforce.

c. In the AJAX Toolkit Shell page, type: sforce.connection.describeSObject("ContentVersion")

d. Press Enter.

e. Click the arrows for recordTypeInfos

The

RecordTypeId

values for your organization are listed.

•

TagsCsv

- (optional) tag.

A sample CSV file is:

Title,Description,VersionData,PathOnClient,OwnerId,FirstPublishLocationId,RecordTypeId,TagsCsv testfile,"This is a test file, use for bulk upload",c:\files\testfile.pdf,c:\files\testfile.pdf,005000000000000,058700000004Cd0,012300000008o2sAQG,one

2. Upload the CSV file for the ContentVersion object (see Insert, Update, or Delete Data Using Data Loader

on page 355). All documents and links are available in the specified library.

Reviewing Data Loader Output Files

After every import or export, Data Loader generates two CSV output files that contain the results of the operation. One file name starts with “success,” while the other starts with “error.” During every export, Data Loader saves the extracted data to a CSV file that you specify in the wizard. Data Loader has a built-in CSV file viewer with which you can open and view these files.

To view output files from a Data Loader operation:

1. Choose View > View CSV.

2. Specify the number of rows to view. Each row in the CSV file corresponds to one Salesforce record. The default is 1000.

3. To view a CSV file of your choice, click Open CSV. To view the last success file, click Open

Success. To view the last error file, click Open Error. The CSV file opens in a new window.

4. Optionally, click Open in External Program to open the file in the associated external program, such as Microsoft

Office Excel.

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The “success” file contains all of the records that were successfully loaded. In this file, there's a column for the newly generated record

IDs. The “error” file contains all of the records that were rejected from the load operation. In this file, there's a column that describes why the load failed.

5. Click Close to return to the CSV Chooser window, and then click OK to exit the window.

Note: To generate success files when exporting data, select the

Generate status files for exports

setting. For more information, see

Configure Data Loader on page 348.

View the Data Loader Log File

If you need to investigate a problem with Data Loader, or if requested by Salesforce Customer

Support, you can access log files that track the operations and network connections made by Data

Loader.

The log file, sdl.log

, contains a detailed chronological list of Data Loader log entries. Log entries marked “INFO” are procedural items, such as logging in to and out of Salesforce. Log entries marked

“ERROR” are problems such as a submitted record missing a required field. The log file can be opened with commonly available text editor programs, such as Microsoft Notepad.

If you are using Data Loader for Windows, view the log file by entering

%TEMP%\sdl.log

in either the Run dialog or the Windows Explorer address bar.

If you are using Data Loader for Mac OSX, view the log file by opening terminal and entering

open

$TMPDIR/sdl.log

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If you are having login issues from the command line, ensure that the password provided in the configuration parameters is encrypted.

If you are having login issues from the UI, you may need to obtain a new security token.

Run Batch Processes (Windows Only)

Batch Mode

Note: The Data Loader command-line interface is supported for Windows only.

EDITIONS

You can run Data Loader in batch mode from the command line. See the following topics:

•

Installed Directories and Files

•

Encrypt from the Command Line

•

Upgrade Your Batch Mode Interface

•

Data Loader Command-Line Interface

•

Configure Batch Processes

•

Data Loader Process Configuration Parameters

•

Data Loader Command-Line Operations

•

Run Individual Batch Processes

•

Map Columns

•

•

Data Access Objects

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Note:

If you have used the batch mode from the command line with a version earlier than 8.0, see Upgrade Your Batch Mode

Interface

on page 362.

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Installed Directories and Files

Note: The Data Loader command-line interface is supported for Windows only.

EDITIONS

In versions 8.0 and later,

installing the Data Loader

creates several directories under the installation directory. The following directories are involved in running the program from the command line for automated batch processing:

bin

Contains the batch files encrypt.bat

for

encrypting passwords

and process.bat

for

running batch processes .

For information on running the Data Loader from the command line, see Data Loader

Command-Line Interface

on page 362.

conf

The default configuration directory. Contains the configuration files config.properties

Loader.class

, and log-conf.xml

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The config.properties

file that is generated when you modify the Settings dialog in the graphical user interface is located at

C:\Documents and Settings\your Windows username\Application Data\Salesforce\Data

Loader version_number

. You can copy this file to the conf

installation directory to use it for batch processes.

samples

Contains subdirectories of sample files for reference.

File Path Convention

The file paths provided in these topics start one level below the installation directory. For example,

\bin

means

C:\Program

Files \Salesforce\Data Loader version_number\bin

, provided you accepted the default installation directory.

If you installed the program to a different location, please substitute that directory path as appropriate.

Encrypt from the Command Line

Note:

The Data Loader command-line interface is supported for Windows only.

EDITIONS

When running Data Loader in batch mode from the command line, you must encrypt the following configuration parameters:

•

sfdc.password

sfdc.proxyPassword

Data Loader offers an encryption utility to secure passwords specified in configuration files. This utility is used to encrypt passwords, but data that you transmit using Data Loader is not encrypted.

1. Run

\bin\encrypt.bat

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2. At the command line, follow the prompts provided to execute the following actions:

Generate a key

Key text is generated on screen from the text you provide. Carefully copy the key text to a key file, omitting any leading or trailing spaces. The key file can then be used for encryption and decryption.

Encrypt text

Generates an encrypted version of a password or other text. Optionally, you can provide a key file for the encryption. In the configuration file, make sure that the encrypted text is copied precisely and the key file is mentioned.

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Set Up and Maintain Your Salesforce Organization Data Loader

Verify encrypted text

Given encrypted and decrypted versions of a password, verifies whether the encrypted password provided matches its decrypted version. A success or failure message is printed to the command line.

Upgrade Your Batch Mode Interface

Note: The Data Loader command-line interface is supported for Windows only.

EDITIONS

The batch mode interface in Data Loader versions 8.0 and later aren’t backward-compatible with earlier versions. If you’re using a version earlier than 8.0 to run batch processes, your options are as follows:

Maintain the old version for batch use

Do not uninstall your old version of Data Loader. Continue to use that version for batch processes.

You can’t take advantage of newer features such as database connectivity, but your integrations will continue to work. Optionally, install the new version alongside the old version and dedicate the old version solely to batch processes.

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Generate a new config.properties file from the new GUI

If you originally generated your config.properties

file from the graphical user interface, use the new version to set the same properties and generate a new file. Use this new file with the new batch mode interface. For

more information, see Data Loader Command-Line Interface

on page 362.

Manually update your config.properties file

If your old config.properties

file was created manually, you must manually update it for the new version. For more

information, see Installed Directories and Files on page 361.

Data Loader Command-Line Interface

Note:

The Data Loader command-line interface is supported for Windows only.

EDITIONS

For automated batch operations such as nightly scheduled loads and extractions, run Data Loader from the command line. Before running any batch operation, be sure to include your encrypted

password in the configuration file. For more information, see Data Loader Introduction on page 379

and Encrypt from the Command Line

on page 361. From the command line, navigate to the bin directory and type

process.bat

, which takes the following parameters:

•

The directory containing config.properties

•

The name of the batch process bean contained in process-conf.xml

For more information about using

process.bat

, see Run Individual Batch Processes

on page

378.

To view tips and instructions, add

-help

to the command contained in

process.bat

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Data Loader runs whatever operation, file, or map is specified in the configuration file that you specify. If you do not specify a configuration directory, the current directory is used. By default, Data Loader configuration files are installed at the following location:

C:\Program Files\Salesforce\Data Loader version number\conf

You use the process-conf.xml

file to configure batch processing. Set the name of the process in the bean element's id attribute:

(for example <bean id="myProcessName">).

If you want to implement enhanced logging, use a copy of log-conf.xml

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Set Up and Maintain Your Salesforce Organization Data Loader

You can change parameters at runtime by giving

param

value

as program arguments. For example, adding process.operation=insert

to the command changes the configuration at runtime.

You can set the minimum and maximum heap size. For example,

-Xms256m -Xmx256m

sets the heap size to 256 MB.

Note:

These topics only apply to Data Loader version 8.0 and later.

Tip: If you experience login issues in the command line interface after upgrading to a new version of Data Loader, please try re-encrypting your password to solve the problem. For information on the password encryption utility, see

Encrypt from the

Command Line on page 361.

Configure Batch Processes

Note: The Data Loader command-line interface is supported for Windows only.

EDITIONS

Use

\samples\conf\process-conf.xml

are represented by ProcessRunner beans. A process should have attribute and the following properties set in the configuration file:

name

to configure your Data Loader processes, which

Sets the name of the ProcessRunner bean. This value is also used as the non-generic thread name and for configuration backing files (see below).

ProcessRunner

as the class

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configOverrideMap

A property of type map

where each entry represents a configuration setting: the key is the setting name; the value is the setting value.

enableLastRunOutput

If set to true (the default), output files containing information about the last run, such as sendAccountsFile_lastrun.properties

, are generated and saved to the location specified by lastRunOutputDirectory

. If set to false, the files are not generated or saved.

lastRunOutputDirectory

The directory location where output files containing information about the last run, such as sendAccountsFile_lastrun.properties

, are written. The default value is

\conf

. If enableLastRunOutput is set to false, this value is not used because the files are not generated.

The configuration backing file stores configuration parameter values from the last run for debugging purposes, and is used to load default configuration parameters in config.properties

. The settings in configOverrideMap

take precedence over those in the configuration backing file. The configuration backing file is managed programmatically and does not require any manual edits.

For the names and descriptions of available process configuration parameters, see

Data Loader Process Configuration Parameters

on page 364.

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Set Up and Maintain Your Salesforce Organization

Data Loader Process Configuration Parameters

Note: The Data Loader command-line interface is supported for Windows only.

When running Data Loader from the command line, you can specify the following configuration parameters in the process-conf.xml

file. In some cases, the parameter is also represented in the graphical user interface at Settings > Settings.

Tip:

A sample process-conf.xml

file can be found in the

\samples

directory that's installed with Data Loader.

Parameter Name

dataAccess.readUTF8

Data

Type

Equivalent

Option in

Settings

Dialog

Description

boolean

Read all

CSVs with

Select this option to force files to open in UTF-8 encoding, even if they were saved in a different format.

UTF-8 encoding

Sample value: true dataAccess.writeUTF8

boolean

Write all

CSVs with

Select this option to force files to be written in UTF-8 encoding.

UTF-8 encoding

Sample value: true dataAccess.name

dataAccess.readBatchSize

string

Not applicable

(N/A)

Name of the data source to use, such as a CSV file name. For databases, use the name of the database configuration in database-conf.xml

Sample value: c:\dataloader\data\extractLead.csv

integer N/A

Number of records read from the database at a time. The maximum value is 200.

Sample value:

Standard or custom data source type.

Standard types are csvWriter

, csvRead

, databaseWrite

, and databaseRead

Sample value: csvWrite dataAccess.type

string N/A

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Data Loader

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Set Up and Maintain Your Salesforce Organization Data Loader

Parameter Name

dataAccess.writeBatchSize

Data

Type

integer

Equivalent

Option in

Settings

Dialog

Description

N/A

Number of records written to the database at a time.

The maximum value is 2,000. Note the implication for a large parameter value: if an error occurs, all records in the batch are rolled back. In contrast, if the value is set to 1, each record is processed individually

(not in batch) and errors are specific to a given record.

We recommend setting the value to 1 when you need to diagnose problems with writing to a database.

Sample value:

500 process.enableExtractStatusOutput

boolean process.enableLastRunOutput

boolean

Generate status files for exports

Select this option to generate success and error files when exporting data.

Sample value: true

N/A

When running Data Loader in batch mode, you can disable the generation of output files such as sendAccountsFile_lastRun.properties

Files of this type are saved by default to the conf directory. To stop the writing of these files, set this option to false

Alternatively, you can change the location of the directory where these files are saved, using

process.lastRunOutputDirectory

Sample value: true process.encryptionKeyFile

string (file name) N/A

Name of the file that contains the encryption key.

See

Encrypt from the Command Line on page 361.

Sample value: c:\dataloader\conf\my.key

process.initialLastRunDate

date N/A

The initial setting for the process.lastRunDate

parameter, which can be used in a SQL string and is automatically updated when a process has run successfully. For an

explanation of the date format syntax, see Date

Formats on page 352.

Format must be yyyy-MM-ddTHH:mm:ss.SSS+/-HHmm

. For example: 2006-04-13T13:50:32.423-0700

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Set Up and Maintain Your Salesforce Organization Data Loader

Parameter Name

process.lastRunOutputDirectory

process.loadRowToStartAt

process.mappingFile

process.operation

process.statusOutputDirectory

process.outputError

process.outputSuccess

Data

Type

string

(directory)

Equivalent

Option in

Settings

Dialog

Description

N/A

When running Data Loader in batch mode, you can change the location where output files such as sendAccountsFile_lastRun.properties

are written. Files of this type are saved by default to the

\conf

directory. To change the location, change the value of this option to the full path where the output files should be written.

Alternatively, you can stop the files from being written, using

process.enableLastRunOutput

number

Start at row

If your last operation failed, you can use this setting to begin where the last successful operation finished.

Sample value:

1008 string (file name) N/A

Name of the field mapping file to use. See

Map

Columns on page 377.

Sample value: c:\dataloader\conf\accountExtractMap.sdl

string N/A

The operation to perform. See Data Loader

Command-Line Operations on page 372.

Sample value: extract string

(directory) N/A

The directory where “success” and “error” output files are saved. The file names are automatically generated for each operation unless you specify otherwise in process-conf.xml

Sample value: c:\dataloader\status string (file name) N/A

The name of the CSV file that stores error data from the last operation.

Sample value: c:\dataloader\status\myProcessErrors.csv

string (file name) N/A

The name of the CSV file that stores success data from the last operation. See also

process.enableExtractStatusOutput

on page 365.

Sample value: c:\dataloader\status\myProcessSuccesses.csv

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Set Up and Maintain Your Salesforce Organization Data Loader

Parameter Name

process.useEuropeanDates

sfdc.assignmentRule

sfdc.bulkApiCheckStatusInterval

sfdc.bulkApiSerialMode

sfdc.bulkApiZipContent

sfdc.connectionTimeoutSecs

sfdc.debugMessages

Data

Type

Equivalent

Option in

Settings

Dialog

Description

boolean string

Use

European date format

Select this option to support the date formats dd/MM/yyyy

and dd/MM/yyyy HH:mm:ss

Sample value: true

Assignment rule

Owner values in your CSV file.

Sample value:

03Mc00000026J7w integer boolean

The number of milliseconds to wait between successive checks to determine if the asynchronous

Bulk API operation is complete or how many records have been processed. See also

sfdc.useBulkApi

. We recommend a value of

5000.

Sample value:

5000

N/A

Enable serial mode for

Bulk API

Select this option to use serial instead of parallel processing for Bulk API. Processing in parallel can cause database contention. When this is severe, the load may fail. Using serial mode guarantees that batches are processed one at a time. Note that using this option may significantly increase the processing time for a load. See also

sfdc.useBulkApi

Sample value: false boolean

Upload

Bulk API

Batch as

Zip File

Select this option to use Bulk API to upload zip files containing binary attachments, such as Attachment records or Salesforce CRM Content. See also

sfdc.useBulkApi

Sample value: true integer N/A

The number of seconds to wait for a connection during API calls.

Sample value:

60 boolean N/A

If true, enables SOAP message debugging. By default, messages are sent to STDOUT unless you specify an

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Parameter Name

sfdc.debugMessagesFile

sfdc.enableRetries

sfdc.endpoint

sfdc.entity

sfdc.externalIdField

sfdc.extractionRequestSize

Data Loader

Data

Type

string (file name)

Equivalent

Option in

Settings

Dialog

Description

alternate location in sfdc.debugMessagesFile

Sample value: false

N/A

See

process.enableExtractStatusOutput

on page 365. Stores SOAP messages sent to or from

Salesforce. As messages are sent or received, they are appended to the end of the file. As the file does not have a size limit, please monitor your available disk storage appropriately.

Sample value:

\lexiloader\status\sfdcSoapTrace.log

boolean

URL

N/A

Server host

If true, enables repeated attempts to connect to

Salesforce servers. See

sfdc.maxRetries

page 369 and sfdc.minRetrySleepSecs

on page 369.

Sample value: true

Enter the URL of the Salesforce server with which you want to communicate. For example, if you are loading data into a sandbox, change the URL to https://test.salesforce.com

Sample production value: https://login.salesforce.com/services/Soap/u/35.0

string string

N/A

The Salesforce object used in the operation.

Sample value:

Lead

Used in upsert operations; specifies the custom field with the “External ID” attribute that is used as a unique identifier for data matching.

Sample value:

LegacySKU__c integer

Query request size

In a single export or query operation, records are returned from Salesforce in increments of this size.

The maximum value is 2,000 records. Larger values may improve performance but use more memory on the client.

Sample value:

500

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Parameter Name

sfdc.extractionSOQL

sfdc.insertNulls

sfdc.loadBatchSize

sfdc.maxRetries

sfdc.minRetrySleepSecs

sfdc.noCompression

sfdc.password

Data Loader

Data

Type

string boolean

Equivalent

Option in

Settings

Dialog

Description

N/A

The SOQL query for the data export.

Sample value:

SELECT Id, LastName,

FirstName, Rating, AnnualRevenue,

OwnerId FROM Lead

Insert null values

Select this option to insert blank mapped values as null

values during data operations. Note that when you are updating records, this option instructs Data

Loader to overwrite any existing data in mapped fields.

Sample value: false integer

Batch size

In a single insert, update, upsert, or delete operation, records moving to or from Salesforce are processed in increments of this size. The maximum value is 200.

We recommend a value between 50 and 100.

Sample value:

100 integer integer boolean

The maximum number of repeated attempts to connect to Salesforce. See

sfdc.enableRetries

on page 368.

Sample value:

N/A

The minimum number of seconds to wait between connection retries. The wait time increases with each try. See

sfdc.enableRetries

on page 368.

Sample value:

N/A

Compression enhances the performance of Data

Loader and is turned on by default. You may want to disable compression if you need to debug the underlying SOAP messages. To turn off compression, enable this option.

Compression

Sample value: false encrypted string N/A

An encrypted Salesforce password that corresponds

to the username provided in sfdc.username

Data Loader Command-Line Operations

Note: The Data Loader command-line interface is supported for Windows only.

EDITIONS

When running Data Loader in batch mode from the command line, several operations are supported.

An operation represents the flow of data between Salesforce and an external data source such as a CSV file or a database. See the following list of operation names and descriptions.

Extract

Uses a Salesforce Object Query Language to export a set of records from Salesforce, then writes the exported data to a data source. Soft-deleted records are not included.

Extract All

Uses a Salesforce Object Query Language to export a set of records from Salesforce, including both existing and soft-deleted records, then writes the exported data to a data source.

Insert

Loads data from a data source into Salesforce as new records.

Update

Loads data from a data source into Salesforce, where existing records with matching ID fields are updated.

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Upsert

Loads data from a data source into Salesforce, where existing records with a matching custom external ID field are updated; records without matches are inserted as new records.

Delete

Loads data from a data source into Salesforce, where existing records with matching ID fields are deleted.

Hard Delete

Loads data from a data source into Salesforce, where existing records with matching ID fields are deleted without being stored first in the Recycle Bin.

Configure Database Access

Note: The Data Loader command-line interface is supported for Windows only.

EDITIONS

When you run Data Loader in batch mode from the command line, use

\samples\conf\database-conf.xml

use to extract data directly from a database.

DatabaseConfig Bean

to configure database access objects, which you

The top-level database configuration object is the

DatabaseConfig

bean, which has the following properties:

sqlConfig

The SQL configuration bean for the data access object that interacts with a database.

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dataSource

The bean that acts as database driver and authenticator. It must refer to an implementation of javax.sql.DataSource

such as org.apache.commons.dbcp.BasicDataSource

The following code is an example of a DatabaseConfig bean:

<bean id="AccountInsert" class="com.salesforce.dataloader.dao.database.DatabaseConfig"

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</bean>

DataSource

The

DataSource

bean sets the physical information needed for database connections. It contains the following properties:

driverClassName

The fully qualified name of the implementation of a JDBC driver.

url

The string for physically connecting to the database.

username

The username for logging in to the database.

password

The password for logging in to the database.

Depending on your implementation, additional information may be required. For example, use org.apache.commons.dbcp.BasicDataSource

when database connections are pooled.

The following code is an example of a DataSource bean:

</bean>

Versions of Data Loader from API version 25.0 onwards do not come with an Oracle JDBC driver. Using Data Loader to connect to an

Oracle data source without a JDBC driver installed will result in a “Cannot load JDBC driver class” error. To add the Oracle JDBC driver to

Data Loader:

•

Download the latest JDBC driver from http://www.oracle.com/technetwork/database/features/jdbc/index-091264.html

•

Copy the JDBC .jar file to

data loader install folder/java/bin

SEE ALSO:

Spring Framework

Data Access Objects

SQL Configuration

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Spring Framework

Note: The Data Loader command-line interface is supported for Windows only.

EDITIONS

The Data Loader configuration files are based on the Spring Framework , which is an open-source, full-stack Java/J2EE application framework.

The Spring Framework allows you to use XML files to configure beans. Each bean represents an instance of an object; the parameters correspond to each object's setter methods. A typical bean has the following attributes:

Uniquely identifies the bean to

XmlBeanFactory

, which is the class that gets objects from an XML configuration file.

class

Specifies the implementation class for the bean instance.

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For more information on the Spring Framework, see the official documentation and the support forums . Note that Salesforce cannot guarantee the availability or accuracy of external websites.

SEE ALSO:

Data Access Objects

Note: The Data Loader command-line interface is supported for Windows only.

When running Data Loader in batch mode from the command line, several data access objects are supported. A data access object allows access to an external data source outside of Salesforce. They can implement a read interface (

DataReader

), a write interface (

DataWriter

), or both. See the following list of object names and descriptions.

csvRead

Allows the reading of a comma or tab-delimited file. There should be a header row at the top of the file that describes each column.

csvWrite

Allows writing to a comma-delimited file. A header row is added to the top of the file based on the column list provided by the caller.

databaseRead

Allows the reading of a database. Use database-conf.xml

to configure database access.

databaseWrite

Allows writing to a database. Use database-conf.xml

to configure database access.

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SEE ALSO:

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SQL Configuration

Note: The Data Loader command-line interface is supported for Windows only.

EDITIONS

When running Data Loader in batch mode from the command line, the

SqlConfig

class contains configuration parameters for accessing specific data in the database. As shown in the code samples below, queries and inserts are different but very similar. The bean must be of type com.salesforce.dataloader.dao.database.SqlConfig

and have the following properties:

sqlString

The SQL code to be used by the data access object.

The SQL can contain replacement parameters that make the string dependent on configuration or operation variables. Replacement parameters must be delimited on both sides by “@” characters. For example,

@process.lastRunDate@

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sqlParams

A property of type map

that contains descriptions of the replacement parameters specified in sqlString

. Each entry represents one replacement parameter: the key is the replacement parameter's name, the value is the fully qualified Java type to be used when the parameter is set on the SQL statement. Note that “java.sql” types are sometimes required, such as java.sql.Date

instead of java.util.Date

. For more information, see the official JDBC API documentation .

columnNames

Used when queries (

SELECT

statements) return a JDBC

ResultSet

. Contains column names for the data outputted by executing the SQL. The column names are used to access and return the output to the caller of the

DataReader

interface.

SQL Query Bean Example

<value>

SELECT distinct

'012x00000000Ij7' recordTypeId, accounts.account_number, org.organization_name, concat (concat(parties.address1, ' '), parties.address2) billing_address, locs.city, locs.postal_code, locs.state, locs.country, from parties.sic_code

ar.hz_cust_accounts accounts, ar.hz_organization_profiles org, ar.hz_parties parties, ar.hz_party_sites party_sites, ar.hz_locations locs where accounts.PARTY_ID = org.PARTY_ID

and parties.PARTY_ID = accounts.PARTY_ID

and party_sites.PARTY_ID = accounts.PARTY_ID

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and (locs.last_update_date > @process.lastRunDate@ OR accounts.last_update_date > @process.lastRunDate@

</value>

</property>

<list>

<value>recordTypeId</value>

<value>account_number</value>

<value>organization_name</value>

<value>billing_address</value>

<value>postal_code</value>

<value>state</value>

<value>country</value>

</list>

</property>

<map>

</map>

</property>

</bean>

SQL Insert Bean Example

<value>

INSERT INTO REP.INT_PARTIES (

BILLING_ADDRESS, SIC_CODE)

VALUES (@billing_address@, @sic_code@)

</value>

</property>

<map>

</map>

</property>

</bean>

SEE ALSO:

Step 1: Create the encryption key

Data Loader

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Map Columns

Note: The Data Loader command-line interface is supported for Windows only.

EDITIONS

When running Data Loader in batch mode from the command line, you must create a properties file that maps values between Salesforce and data access objects.

Available in: Salesforce

Classic

1. Create a new mapping file and give it an extension of

2. Observe the following syntax:

.sdl

•

On each line, pair a data source with its destination.

•

In an import file, put the data source on the left, an equals sign (=) as a separator, and the destination on the right. In an export file, put the destination on the left, an equals sign (=) as a separator, and the data source on the right.

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Data sources can be either column names or constants. Surround constants with double quotation marks, as in “sampleconstant”. Values without quotation marks are treated as column names.

•

Destinations must be column names.

•

You may map constants by surrounding them with double quotation marks, as in:

"Canada"=BillingCountry

3. In your configuration file, use the parameter process.mappingFile

to specify the name of your mapping file.

Note: If your field name contains a space, you must escape the space by prepending it with a backslash (

). For example:

Account\ Name=Name

Data Loader

Column Mapping Example for Data Insert

The Salesforce fields are on the right.

SLA__C=SLA__c

BILLINGCITY=BillingCity

SYSTEMMODSTAMP=

OWNERID=OwnerId

CUSTOMERPRIORITY__C=CustomerPriority__c

ANNUALREVENUE=AnnualRevenue

DESCRIPTION=Description

BILLINGSTREET=BillingStreet

SHIPPINGSTATE=ShippingState

Column Mapping Example for Data Export

The Salesforce fields are on the left.

Id=account_number

Name=name

Phone=phone

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Column Mapping for Constant Values

Data Loader supports the ability to assign constants to fields when you insert, update, and export data. If you have a field that should contain the same value for each record, you specify that constant in the

.sdl

mapping file instead of specifying the field and value in the CSV file or the export query.

The constant must be enclosed in double quotation marks. For example, if you’re importing data, the syntax is

"constantvalue"=field1

If you have multiple fields that should contain the same value, you must specify the constant and the field names separated by commas.

For example, if you’re importing data, the syntax would be

"constantvalue"=field1, field2

Here’s an example of an

.sdl

file for inserting data. The Salesforce fields are on the right. The first two lines map a data source to a destination field, and the last three lines map a constant to a destination field.

Name=Name

NumEmployees=NumberOfEmployees

"Aerospace"=Industry

"California"=BillingState, ShippingState

"New"=Customer_Type__c

A constant must contain at least one alphanumeric character.

Note:

If you specify a constant value that contains spaces, you must escape the spaces by prepending each with a backslash (

For example:

"Food\ &\ Beverage"=Industry

Run Individual Batch Processes

Note: The Data Loader command-line interface is supported for Windows only.

To start an individual batch process, use

\bin\process.bat

, which requires the following parameters:

A configuration directory

The default is

\conf

To use an alternate directory, create a new directory and add the following files to it:

•

If your process is not interactive, copy process-conf.xml

from

\samples\conf

•

If your process requires database connectivity, copy database-conf.xml

from

\samples\conf

•

Copy config.properties

from

\conf

A process name

The name of the ProcessRunner bean from

\samples\conf\process-conf.xml

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Process Example

process ../conf accountMasterProcess

Note:

You can configure external process launchers such as the Microsoft Windows XP Scheduled Task Wizard to run processes on a schedule.

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Set Up and Maintain Your Salesforce Organization

Command-Line Quick Start (Windows Only)

Data Loader Introduction

Note:

The Data Loader command-line interface is supported for Windows only.

In addition to using Data Loader interactively to import and export data, you can run it from the command line. You can use commands to automate the import and export of data.

This quick start shows you how to use the Data Loader command-line functionality to import data.

Follow these steps.

•

•

Step 2: Create the encrypted password for your login username

•

Step 3: Create the Field Mapping File

•

Step 4: Create a process-conf.xml

file that contains the import configuration settings

•

Step 5: Run the process and import the data

Prerequisites

Note: The Data Loader command-line interface is supported for Windows only.

To step through this quick start requires the following:

•

Data Loader installed on the computer that runs the command-line process.

•

The Java Runtime Environment (JRE) installed on the computer that runs the command-line process.

•

Familiarity with importing and exporting data by using the Data Loader interactively through the user interface. This makes it easier to understand how the command-line functionality works.

Tip:

When you install Data Loader, sample files are installed in the samples directory. This directory is found below the program directory, for example,

C:\Program Files

(x86)\salesforce.com\Apex Data Loader 22.0\samples\

. Examples of files that are used in this quick start can be found in the

\samples\conf

directory.

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Step One: Create the Encryption Key

Note: The Data Loader command-line interface is supported for Windows only.

When you use Data Loader from the command line, there’s no user interface. Therefore, you need to provide the information that you would normally enter in the user interface by using a text file named process-conf.xml

. For example, you add the username and password that Data

Loader uses to log in to Salesforce. The password must be encrypted before you add it to the process-conf.xml

file, and creating the key is the first step in that process.

1. Open a command prompt window by clicking Start > All Programs > Accessories >

Command Prompt. Alternatively, you can click Start > Run, enter

cmd

in the Open field, and click OK.

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Data Loader

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2. In the command window, enter

cd\

to navigate to the root directory of the drive where Data Loader is installed.

3. Navigate to the Data Loader

\bin

directory by entering this command. Be sure to replace the file path with the path from your system.

cd C:\Program Files (x86)\salesforce.com\Apex Data Loader 22.0\bin

4. Create an encryption key by entering the following command. Replace <seedtext> with any string.

encrypt.bat —g <seedtext>

Note: To see a list of command-line options for encrypt.bat

, type

encrypt.bat

from the command line.

5. Copy the generated key from the command window to a text file named key.txt

and make a note of the file path. In this example, the generated key is e8a68b73992a7a54

Note: Enabling quick edit mode on a command window can make it easier to copy data to and from the window. To enable quick edit mode, right-click the top of the window and select Properties. On the Options tab, select QuickEdit Mode.

The encryption utility is used to encrypt passwords, but data that you transmit using Data Loader is not encrypted.

SEE ALSO:

Step Two: Create the Encrypted Password

Note:

The Data Loader command-line interface is supported for Windows only.

In this step, you create the encrypted password using the key that you generated in the previous step.

1. In the same command prompt window, enter the following command. Replace <password> with the password that Data Loader uses to log in to Salesforce. Replace <filepath> with the file path to the key.txt

file that you created in the previous step.

encrypt.bat –e <password> "<filepath>\key.txt"

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2. Copy the encrypted password that is generated by the command. You use this value in a later step.

Note: The Data Loader command-line interface is supported for Windows only.

The field mapping file associates data sources with destinations. This is a text file, typically with an

.sdl

file extension.

1. Copy the following to a text file and save it with a name of accountInsertMap.sdl

This is a data insert, so the data source is on the left of the equals sign and the destination field is on the right.

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Data Loader

#Mapping values

#Thu May 26 16:19:33 GMT 2011

Name=Name

NumberOfEmployees=NumberOfEmployees

Industry=Industry

Tip:

For complex mappings, you can use the Data Loader user interface to map source and destination fields and then save those mappings to an

.sdl

file. This is done on the Mapping dialog box by clicking Save Mapping.

Note: The Data Loader command-line interface is supported for Windows only.

The process-conf.xml

file contains the information that Data Loader needs to process the data. Each

<bean>

in the process-conf.xml

file refers to a single process such as an insert, upsert, export, and so on. Therefore, this file can contain multiple processes. In this step, you edit the file to insert accounts into Salesforce.

1. Make a copy of the process-conf.xml

file from the

\samples\conf

directory. Be sure to maintain a copy of the original because it contains examples of other types of Data

Loader processing such as upserts and exports.

2. Open the file in a text editor, and replace the contents with the following XML:

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<!DOCTYPE beans PUBLIC "-//SPRING//DTD BEAN//EN"

"http://www.springframework.org/dtd/spring-beans.dtd">

<beans>

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Set Up and Maintain Your Salesforce Organization Data Loader

<description>accountInsert job gets the account record from the CSV file and inserts it into Salesforce.</description>

<map>

<!--Password below has been encrypted using key file, therefore, it will not work without the key setting: process.encryptionKeyFile.

The password is not a valid encrypted value, please generate the real value using the encrypt.bat utility -->

</map>

</property>

</bean>

</beans>

3. Modify the following parameters in the process-conf.xml

file. For more information about the process configuration parameters, see

Data Loader Process Configuration Parameters

on page 364.

•

sfdc.endpoint

—Enter the URL of the Salesforce instance for your organization; for example, https://na1.salesforce.com

•

sfdc.username

—Enter the username Data Loader uses to log in.

•

sfdc.password

—Enter the encrypted password value that you created in step 2.

•

process.mappingFile

—Enter the path and file name of the mapping file.

•

dataAccess.Name

—Enter the path and file name of the data file that contains the accounts that you want to import.

•

sfdc.debugMessages

—Currently set to true

for troubleshooting. Set this to false

after your import is up and running.

•

sfdc.debugMessagesFile

—Enter the path and file name of the command line log file.

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Set Up and Maintain Your Salesforce Organization Data Loader

•

process.outputSuccess

—Enter the path and file name of the success log file.

•

process.outputError

—Enter the path and file name of the error log file.

Warning: Use caution when using different XML editors to edit the process-conf.xml

file. Some editors add XML tags to the beginning and end of the file, which causes the import to fail.

SEE ALSO:

Step Five: Import the Data

USER PERMISSIONS

To insert records:

To update records:

To upsert records:

To delete records:

To hard delete records:

“Create” on the record

“Edit” on the record

“Create” or “Edit” on the record

“Delete” on the record

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Note: The Data Loader command-line interface is supported for Windows only.

Now that all the pieces are in place, you can run Data Loader from the command line and insert some new accounts.

1. Copy the following data to a file name accountInsert.csv

. This is the account data that you import into your organization.

Name,Industry,NumberOfEmployees

Dickenson plc,Consulting,120

GenePoint,Biotechnology,265

Express Logistics and Transport,Transportation,12300

Grand Hotels & Resorts Ltd,Hospitality,5600

2. In the command prompt window, enter the following command:

process.bat "<file path to process-conf.xml>" <process name>

•

Replace <file path to process-conf.xml> with the path to the directory containing process-conf.xml

•

Replace <process name> with the process specified in process-conf.xml

Your command should look something like this:

process.bat "C:\DLTest\Command Line\Config" accountInsert

After the process runs, the command prompt window displays success and error messages. You can also check the log files: insertAccounts_success.csv

and insertAccounts_error.csv

. After the process runs successfully, the insertAccounts_success.csv

file contains the records that you imported, along with the ID and status of each record.

For more information about the status files, see Reviewing Data Loader Output Files

on page 359.

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Set Up and Maintain Your Salesforce Organization Importing FAQ

Data Loader Third-Party Licenses

The following third-party licenses are included with the installation of Data Loader:

License Technology Version

Number

Apache Jakarta Commons

BeanUtils

1.6

Apache Commons

Collections

3.1

Apache Commons

Database Connection

Pooling (DBCP)

Apache Commons

Logging

1.2.1

1.0.3

Apache Commons Object

Pooling Library

1.2

Apache Log4j 1.2.8

Eclipse SWT

OpenSymphony Quartz

Enterprise Job Scheduler

Rhino JavaScript for Java

Spring Framework

3.452

1.5.1

1.6R2

1.2.6

http://www.apache.org/licenses/LICENSE-2.0

http://www.apache.org/licenses/LICENSE-1.1

http://www.apache.org/licenses/LICENSE-2.0

http://www.eclipse.org/legal/epl-v10.html

http://www.opensymphony.com/quartz/license.action

http://www.mozilla.org/MPL/MPL-1.1.txt

http://www.apache.org/licenses/LICENSE-2.0.txt

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Importing FAQ

General Importing Questions

•

Can I mass upload data into Salesforce?

•

Should I sync Outlook or use import wizards to upload my data into Salesforce?

•

Who in my organization can use the import wizards?

•

What permissions do I need to import records?

•

What file formats can the import wizards handle?

•

What data can be imported?

•

Are there size restrictions on my import data?

•

Why can’t I log in to Data Loader?

•

Why isn’t Data Loader importing special characters?

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Available in all editions

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Set Up and Maintain Your Salesforce Organization Importing FAQ

•

Can I import into custom fields?

•

Can I import into fields that are not on my page layout?

•

Can I import data into a picklist field if the values don’t match?

•

Can I delete my imported data if I make a mistake?

•

How do I update records using the Data Import Wizard?

•

Why do date fields import incorrectly when I use the Data Loader?

•

What does the Import Queue show me?

•

How long does it take to import a file?

•

Why might there be a delay in importing my file?

•

Can I import amounts in different currencies?

•

Can Customer Support help me import my data?

•

Can I import data in more than one language?

•

How do I perform mass updates to records?

•

How do I update fields with blank values?

•

What is an external ID?

SEE ALSO:

Importing Person Accounts

Importing Campaign Members

Can I mass upload data into Salesforce?

Group, Professional, Performance, Unlimited, Enterprise, and Developer editions have the Data Import Wizard for accounts, contacts, leads, and custom objects that allow you to mass import data. To access them, from Setup, click Data Management. In addition,

Performance, Unlimited, Enterprise, and Developer editions have API access to use database mass upload tools like Data Loader.

Should I sync Outlook or use import wizards to upload my data into Salesforce?

Use the following information to determine how to upload data into your Salesforce organization.

•

To upload accounts and contacts for multiple users at the same time, use the Data Import Wizard, and select Accounts and Contacts.

•

To upload your contacts from any application other than Microsoft Outlook, use the Data Import Wizard, and select Accounts and

Contacts.

•

To keep your Outlook contacts, accounts, and calendar events up-to-date with Salesforce, we recommend that you use Exchange

Sync or Salesforce for Outlook to initially sync your data and for all subsequent updates.

•

To upload custom objects, leads, and solutions, use the Data Import Wizard and select the appropriate object to import those kinds of records into Salesforce. You can’t sync those records using Exchange Sync or Salesforce for Outlook.

•

To upload business accounts and contacts for multiple users at the same time, use the Data Import Wizard, and select Accounts

and Contacts.

•

To upload person accounts, use the Import My Person Accounts wizard.

Note: When you import person accounts, the following limitations apply.

•

The unified Data Import Wizard doesn’t support person accounts.

•

You can’t upload person accounts by using Salesforce for Outlook.

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Set Up and Maintain Your Salesforce Organization Importing FAQ

•

You can sync contacts in Outlook to person accounts in Salesforce only if the person accounts already exist. (Syncing doesn’t convert Outlook contacts to person accounts in Salesforce.)

For more information about importing person accounts, see Import My Person Accounts on page 336.

Who in my organization can use the import wizards?

All users in your organization can use the Import My Contacts wizard. In Enterprise, Unlimited, Performance, or Developer Edition organizations with person accounts enabled, all users can use the Import My Person Accounts wizard.

Only an administrator can use the organization-wide Data Import Wizard to import accounts, contacts, leads, solutions, or custom objects for multiple users at one time. In Personal Edition, the Data Import Wizard isn't available. In Contact Manager Edition, leads and solutions in the Data Import Wizard aren't available. In Group Edition, solutions in the Data Import Wizard isn't available.

Important:

Salesforce has replaced the individual import wizards for accounts, contacts, and other objects with the unified Data

Import Wizard. (Individual import wizards open in small pop-up windows, while the unified wizard opens in a full browser with dataimporter.app at the end of the URL.) To start using the unified wizard, from Setup, enter

Data Import Wizard

in the

Quick Find

box, then select Data Import Wizard. (The options you see depend on your permissions.)

What permissions do I need to import records?

Data Loader

To import records with the Data Loader, you need “Create” permission on the record you want to import.

Import Wizard for Records You Own

Records being imported

My Contacts

My Person Accounts

Access needed

“Import Personal Contacts”

“Create” on accounts

AND

“Read” on contacts

AND

“Import Personal Contacts”

AND

At least one person account record type available from your profile or permission sets

Import Wizard for Records Owned By Other Users

Records being imported

My Organization’s Accounts and Contacts

Access needed

Administrators

Users with “Modify All Data” permission

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Set Up and Maintain Your Salesforce Organization

Records being imported

My Organization’s Person Accounts

My Organization's Leads

Access needed

Any user with “Modify All Data” permission

"Read", "Create", and "Edit" on leads

AND

"Import Leads"

Any user with “Import Solutions” permission

Any user with "Import Custom Objects" permission

My Organization’s Solutions

My Organization’s Custom Objects

Import Wizard for Campaign Members

Records being imported

New Campaign Members (Data Import Wizard)

Updated Campaign Members (Campaign Update Wizard)

Access needed

“Edit” on campaigns

AND

Marketing User

checked in your user information

AND

“Import Leads”

“Edit” on campaigns

AND

“Import Leads”

AND

“Read” on contacts

Marketing User

checked in your user information

Importing FAQ

Important: Salesforce has replaced the individual import wizards for accounts, contacts, and other objects with the unified Data

Data Import Wizard

in the

Quick Find

box, then select Data Import Wizard. (The options you see depend on your permissions.)

What file formats can the import wizards handle?

You can import contacts and business accounts directly from an ACT! or Outlook file, or from any CSV (comma-separated values) file, such as a GoldMine or Excel file. You can import leads, solutions, custom objects, or person accounts from any CSV file.

Note: If commas are not appropriate for your locale, use a tab or other delimiter.

What data can be imported?

You can use import wizards to import the following records:

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Set Up and Maintain Your Salesforce Organization

Contacts and business accounts

Use the Import My Contacts wizard and the Data Import Wizard to import contacts and business accounts.

In Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, you can also import contact and business account notes.

Person accounts

In Enterprise, Unlimited, Performance, and Developer Edition organizations, use the Import My Person Accounts wizard to import person accounts that you own. Administrators can use the Import My Organization's Person Accounts wizard to import person accounts for multiple users.

Leads

In Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, use the Data Import Wizard to import leads.

Solutions

In Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, use the Data Import Wizard to import solutions.

Custom objects

In Contact Manager, Group, Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, use the Data

Import Wizard to import custom objects.

In the Data Import Wizard for accounts, contacts, leads, solutions, and custom objects, administrators can import into any of the listed fields, even if a field is hidden or read-only in their page layout or field-level security settings. Individual users can import only into the fields that are accessible to them via their page layout or field-level security settings.

Import wizards for other records are not available.

Important: Salesforce has replaced the individual import wizards for accounts, contacts, and other objects with the unified Data

Data Import Wizard

in the

Quick Find

box, then select Data Import Wizard. (The options you see depend on your permissions.)

Are there size restrictions on my import data?

Yes. Your import file cannot exceed 100MB in size, and each record in the file cannot be bigger than 400KB. In addition, each imported note and each imported description cannot exceed 32KB. Descriptions longer than 32KB are truncated.

In addition to the import file limits, your import is also subject to the overall storage limits for your organization. Note that the size of your import file does not directly correlate to the storage space needed for those records. For example, an import file of 50MB in size may not create 50MB of data in Salesforce.

Important: Salesforce has replaced the individual import wizards for accounts, contacts, and other objects with the unified Data

Data Import Wizard

in the

Quick Find

box, then select Data Import Wizard. (The options you see depend on your permissions.)

Why can’t I log in to Data Loader?

If you’re having trouble logging in to Data Loader, try the following solutions.

•

Add a security key to the end of your password to log in to Data Loader.

•

Change the

Server host

to point to the appropriate server in Data Loader by following these steps:

1. Start the Data Loader.

2. Navigate to Settings > Settings.

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Importing FAQ

Set Up and Maintain Your Salesforce Organization Importing FAQ

3. Set

Server host

to https://instance_name.salesforce.com

, where

instance_name

is the Salesforce instance you’re on.

4. Click OK to save your settings.

•

Ask your administrator whether you’re working behind a proxy server. If so, adjust your Data Loader settings. If you’re using APIs that are behind a proxy server, the proxy server prevents the APIs from connecting with Salesforce servers; you won’t see information about the APIs under Login History.

•

Try to log in on another computer to verify that your local device settings aren’t causing the problem.

Why isn’t Data Loader importing special characters?

If Data Loader fails to import special characters such as ö, ñ, or é, your source data file might not be properly encoded. To ensure the file is properly encoded:

1. Make any modifications to your source data file in .xls format.

2. In Microsoft

Excel

, save a copy of your file as a Unicode Text file.

3. Open the Unicode Text file you just saved with a text editor.

4. Click File > Save As to change the following file settings:

•

File name extension—

.csv

•

Save as type—All Files

•

Encoding—UTF-8

5. Click Save, and close the file.

Note: Don’t open the file after you have saved the settings or you may revert the encoding changes.

6. Import the data using Data Loader as you normally would, and select the newly created .csv file.

Can I import into custom fields?

Yes. Your administrator must create the custom fields prior to import.

For checkbox fields, records with a value of 1 in the field are imported as checked while a value of 0 is not checked.

SEE ALSO:

Can I import into fields that are not on my page layout?

No. You can import only into the fields that are accessible to you via your page layout or field-level security settings. However, in the organization-wide import wizards for accounts, contacts, leads, solutions, and custom objects, administrators have access to import into any of the listed fields, even if a field is hidden or read-only in their page layout or field-level security settings.

Important: Salesforce has replaced the individual import wizards for accounts, contacts, and other objects with the unified Data

Data Import Wizard

in the

Quick Find

box, then select Data Import Wizard. (The options you see depend on your permissions.)

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Set Up and Maintain Your Salesforce Organization Importing FAQ

Can I import data into a picklist field if the values don’t match?

We recommend that you import your data into an existing picklist when that picklist accurately represents your data, even if the exact values don’t match. The import wizards warn you before importing any new picklist values. However, the wizards accept any value for a picklist field, even if the value isn’t predefined. Your administrator can later edit the picklist to include the needed values. Note that the import wizards don’t allow you to import more than 100 new picklist or multi-select picklist values for any field during a single import.

Important: Salesforce has replaced the individual import wizards for accounts, contacts, and other objects with the unified Data

Data Import Wizard

in the

Quick Find

box, then select Data Import Wizard. (The options you see depend on your permissions.)

Can I delete my imported data if I make a mistake?

Your administrator can from Setup, enter

Mass Delete Records

in the

Quick Find

box, then select Mass Delete Records to perform a mass delete of accounts, contacts, leads, or solutions that you mistakenly imported. You cannot mass delete mistakenly imported custom objects.

View the Using Mass Delete to Undo Imports document for instructions.

For organization imports that have not begun processing, you can cancel an import in the Import Queue. From Setup, enter

Imports

in the

Quick Find

box, then select Imports. The import queue is not accessible to Personal Edition organizations.

How do I update records using the Data Import Wizard?

You can use the Data Import Wizard to update leads, contacts, or accounts using the record’s ID as the unique identifier. These steps do not apply to custom objects.

Note: These steps assume you have administrator-level of knowledge with Salesforce.

Before you begin, prepare the data you’re updating.

1. Create a tabular report for the records you’re updating, including the record ID and the fields you’re updating.

2. Save the report locally as a .csv file for backup purposes.

3. Click Save As to create a new version of the .csv file and make your changes to the data.

4. Click Save.

After you have updated the report, import the .csv file into Salesforce. The steps vary based on the records you’re updating.

To Update Leads

1. From Setup, enter

Data Import Wizard

in the

Quick Find

box, select Data Import Wizard, then click Launch Wizard!.

2. Click Leads.

3. Click Update existing records.

4. Under Matching Type, choose Salesforce.com ID. Click Next.

5. Select Overwrite existing lead values.

6. Map the

Lead ID

field to the Lead ID column in your local file, as well as all other fields.

7. Review, and click Import Now!.

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Set Up and Maintain Your Salesforce Organization Importing FAQ

To Update Accounts or Contacts

1. From Setup, enter

Data Import Wizard

in the

Quick Find

box, select Data Import Wizard, then click Launch Wizard!.

2. Click Accounts and Contacts.

3. Click Update existing records.

4. Under Contact Matching Type, choose Salesforce.com ID. The Account Matching Type automatically matches the Contact Matching

Type. Click Next.

5. Map the

Contact Id

field to the Contact ID column in your local file, and map the other contact fields. Click Next.

6. Map the contact phone and address fields. Click Next.

7. Select Overwrite existing account values, map the

Account Id

field to the Account ID column in your local file, and map the other account fields.

8. Upload your CSV file you're importing.

9. Map the extra import fields, and click Next.

10. Click Import Now!.

The Data Import Wizard matches the record IDs in your file with the record IDs in Salesforce and updates the fields that were mapped.

SEE ALSO: