Data Loader Guide

Data Loader
When to Use Data Loader
Install Data Loader
Configure Data Loader
Using Data Loader
Run in Batch Mode (Windows Only)
Command-Line Quick Start (Windows Only)
Data Loader Command Line Introduction
Prerequisites
Step One: Create the Encryption Key File
Step Two: Create the Encrypted Password
Step Three: Create the Field Mapping File
Step Four: Create the Configuration File
Step Five: Import the Data
Data Loader Third-Party Licenses
PDF

Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Step Five: Import the Data

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

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

Note


User Permissions Needed
To insert records: Create on the record
To update records: Edit on the record
To upsert records: Create or Edit on the record
To delete records: Delete on the record
To hard delete records: Delete on the record
  1. Copy the following data to a file named accountInsert.csv. It’s account data that you import into your organization.
    1Name,Industry,NumberOfEmployees
2 Dickenson plc,Consulting,120
3 GenePoint,Biotechnology,265
4 Express Logistics and Transport,Transportation,12300
5 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 looks 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 Review Data Loader Output Files.