How to Upload Data Using Dataloader.io

Last Updated: Sep 27, 2016 11:54AM MDT

Overview


Dataloader.io is a simple and efficient cloud based tool that allows you to quickly import sets of records to your Salesforce org from a .CSV file you’ve created.  When uploading data, you have the option to either Insert new records or Update existing records.

A unique feature of Dataloader.io is the ability to create and save Import tasks, allowing you to reuse the settings and field mappings you create to perform uploads of the same type in the future.  You can also use these saved tasks to perform similar uploads by making slight tweaks to the existing templates – saving yourself time and effort.

 

Import Steps

 

Logging In and Authenticating the Connection 

1. First navigate to the Dataloader.io website to access the interface at https://dataloader.io/. 


 
2. From the main landing page, find the ‘Login with Salesforce’ button located in the upper right of the screen and click on it.  This will direct you to Salesforce login screen. 



 

3. On this screen, make sure the Environment selected is ‘Production’ and check the box to agree to the terms and services.  Then click the ‘Login’ button. 
 


 

4. You’ll be taken to a standard Salesforce login screen to enter your credentials – use your usual Salesforce login information (username and password). 



 

5. Once you’ve successfully logged in with your Salesforce credentials, you’ll be prompted to allow Dataloader.io to access your org’s information.  Verify that you are correctly logged in and then click ‘Allow’. 



 

This will complete the login and authentication process – Dataloader.io is now directly connected to your live production Salesforce org.  You are now ready to import your data.

 

Setting up a Task and Importing Data 

1. Now that you are logged into Dataloader.io, you should be on this home screen: 



 

2. Click on ‘New Task’ in the upper left of screen – this will expose a dropdown menu with the various types of tasks you can choose from to create.  Select ‘Import’ from the list. 
 




3. Once you’ve chose your task type you need to build your task.  On the next screen verify you have the correct connection and choose your Operation type – the type of action you want to perform on the task.  

Import tasks have three options – Insert, Update and Upsert. 
  • Insert creates new records
  • Update make changes to existing records and requires an identifying field such as a record Id
  • Upsert performs a combination – searching for records to update and inserting data that did not match any search results.
 
You must also select the object that you’d like to perform this activity on – in this example we will be using the Contact object.  You can scroll down to the appropriate selection or type it into the search field to quickly find it.
 
Once you’ve addressed each of these fields, click ‘Next’ in the bottom left hand corner of the screen.





4. Next, you need to select the file containing your data for upload.  This should be saved in a .csv format – simply click the ‘Upload CSV’ button and navigate to the file in your computer’s directory. 



 
5. Once your file has been loaded, you’ll need to map the column headers from your spreadsheet to the fields in Salesforce you’d like that data inserted into.  If there are any exact (or very close) matches, Dataloader.io will pre-match the fields. 

Any line that has ‘Select…’ in the Salesforce field column is unmapped.  When you hover on ‘Select…’ it will turn into a button you can click, exposing a pop up form where you can search for the field you want.  There are a few options of field sets to choose from – Required, Unmapped, Ids and Custom. 
 
Once you’ve found the correct field, simply double click on it to complete the mapping.  Once you’ve mapped all of the fields you’d like to import, click ‘Next’ in the bottom right hand corner of the screen.





6. Once you’ve saved your mapping, you’ll see a summary of the task you’ve just created.  Review the information to ensure that it matches your expectations, then click ‘Run’ in the bottom right of the screen.  You can also Save the task for later use.  Other options include scheduling the tasks to run at a later date which can be useful depending on what goal you are trying to accomplish but individuals most commonly use the immediate ‘Run’ button.





7. After running your task you will see a summary of what happened – you’ll see your successes and errors and when the task was last run.  You can also export a .csv version of the results – this file will contain the error messages specific to each item in case you need to troubleshoot your upload. 




This concludes the import process – your data will now be available in your live Salesforce org.  If you received any errors, review the file and make changes based on what the error’s say was wrong with each item and repeat the import process for those items again.

 
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