Data Loader Guide

Data Loader
When to Use Data Loader
Using Data Loader
Running in Batch Mode (Windows Only)
Command-Line Quick Start (Windows Only)
Data Loader Introduction
Prerequisites
Step One: Create the Encryption Key
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
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Step Four: Create the Configuration File

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

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

Note

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:
    1<!DOCTYPE beans PUBLIC "-//SPRING//DTD BEAN//EN" "http://www.springframework.org/dtd/spring-beans.dtd">
2<beans>
3    <bean id="accountInsert"
4        class="com.salesforce.dataloader.process.ProcessRunner"
5        singleton="false">
6        <description>accountInsert job gets the account record from the CSV file 
7            and inserts it into Salesforce.</description>
8        <property name="name" value="accountInsert"/>
9        <property name="configOverrideMap">
10            <map>
11                <entry key="sfdc.debugMessages" value="true"/>
12                <entry key="sfdc.debugMessagesFile" 
13                    value="C:\DLTest\Log\accountInsertSoapTrace.log"/>
14                <entry key="sfdc.endpoint" value="https://servername.salesforce.com"/>
15                <entry key="sfdc.username" value="admin@Org.org"/>
16                <!--Password below has been encrypted using key file, 
17                    therefore, it will not work without the key setting: 
18                    process.encryptionKeyFile.
19                    The password is not a valid encrypted value, 
20                    please generate the real value using the encrypt.bat utility -->
21                <entry key="sfdc.password" value="e8a68b73992a7a54"/>
22                <entry key="process.encryptionKeyFile" 
23                    value="C:\DLTest\Command Line\Config\key.txt"/>
24                <entry key="sfdc.timeoutSecs" value="600"/>
25                <entry key="sfdc.loadBatchSize" value="200"/>
26                <entry key="sfdc.entity" value="Account"/>
27                <entry key="process.operation" value="insert"/>
28                <entry key="process.mappingFile" 
29                    value="C:\DLTest\Command Line\Config\accountInsertMap.sdl"/>
30                <entry key="dataAccess.name" 
31                    value="C:\DLTest\In\insertAccounts.csv"/>
32                <entry key="process.outputSuccess" 
33                    value="c:\DLTest\Log\accountInsert_success.csv"/>
34                <entry key="process.outputError" 
35                    value="c:\DLTest\Log\accountInsert_error.csv"/>
36                <entry key="dataAccess.type" value="csvRead"/>
37                <entry key="process.initialLastRunDate" 
38                    value="2005-12-01T00:00:00.000-0800"/>
39            </map>
40        </property>
41    </bean>
42</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.
    • sfdc.endpoint—Enter the URL of the Salesforce instance for your organization; for example, https://yourInstance.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.
    • 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.

    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.

    Warning