Data Loader Guide

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Performing Mass Updates

Available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions

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 Inserting, Updating, or Deleting Data Using Data Loader.
  5. After the operation, review your success and error log files. See Reviewing Output Files.
  6. If you made a mistake, use the backup file to update the records to their previous values.