How to import and export data with Data Loader?

ME PL Solution Salesforce CRM How to import and export data with Data Loader?

Data Loader is a Salesforce CRM application for mass data import and export. You can use it to update, delete, or export data from Salesforce. During data transfer, Data Loader reads, extracts and loads the prepared data file separated by commas in CSV format.


All needed information about installation Data Loader for system Windows you can find under this link  Install Data Loader on Windows and for macOS users by clicking Install Data Loader on macOS.

How to use Data Loader?

If we have our data prepared earlier in CSV format, start Data Loader and Log in into Production or Sandbox. After this we can close Log In window by using Cancel button.

Salesforce CRM Data Loader

We can see window with available operation, they are as follow:

  • Insert – allows to insert new data for any Object,
  • Update – updates existing records (needed record ID),
  • Upsert – In the same time we can Update and Create new data,
  • Delete – Delete series of data ( needed record ID),
  • Export – Download selected data,
  • Export All – Download All existing data.

In this short instruction I will show you only Insert option, which allows us to create new Accounts

To do this click Insert, select already prepared file with data, select Account Object, and click Next.

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The program will initialize the data and the Mapping window will open. We match our data with fields on the Account Object there. Click Create or Edit a Map. Now drag the fields to the bottom table to match them. Click Next, choose the folder in which files with information about the migration will be saved, followed by Finish

Salesforce CRM Data Loader

A window with the process flow will be displayed. A window will be followed by information on whether the operation was successful. Any errors that occurred while “uploading” data will also be displayed.

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Success!

Our operation was fully successful! Now I will show you how the file with successful operations looks like and what you can read from it. You can find it in the folder previously chosen by us and open it with the help of any program that supports the CSV extension.

Additional columns have appeared with the IDs of newly created Accounts. The information about the status that the data has been created will also be available. ID Accounts can be used to update or delete data. 

Salesforce CRM Data Loader

And that’s how our uploaded data in Salesforce looks.

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If You prefer video (Polish language):

Source: ME PL Solution YouTube channel

Data Loader is a very functional and simple tool for managing large amounts of data. It allows you to save a lot of time when mass fields update on objects and more.


As an official Salesforce partner, we design, implement, advise and train employees in the use of dedicated CRM systems based on the latest Salesforce technology.

Grow with Salesforce!

ME PL Solution Team

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