Data Loader Guide
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Considerations for Installing Data Loader
Before you download and install Data Loader, understand the system requirements,
installation considerations, and login considerations.
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions |
| User Permissions Needed | |
|---|---|
| To access the page to download Data Loader: | Modify All Data |
| To use Data Loader: | API Enabled AND The appropriate user permission for the operation you are doing, for example, Create on accounts to insert new accounts AND Bulk API Hard Delete (only if you configure Data Loader to use Bulk API to hard-delete records) |
System Requirements for Windows
System Requirements for macOS
Installation Considerations
Over time, several versions of the Data
Loader client application have been available for download. Some earlier versions were
called “AppExchange Data Loader” or “Sforce Data Loader.” You
can run different versions at the same time on one computer. However, do not install more
than one copy of the same version. If you have installed the latest version and want to
install it again, first remove the version on your computer.
The latest version is always available in Salesforce. From Setup, enter Data Loader in the Quick Find box, then select Data Loader.
To change the source code, download the open-source version of Data Loader from https://github.com/forcedotcom/dataloader.
Login Considerations
- If your organization restricts IP addresses, logins from untrusted IPs are blocked until they’re activated. Salesforce automatically sends you an activation email that you can use to log in. The email contains a security token that you must add to the end of your password. For example, if your password is mypassword, and your security token is XXXXXXXXXX, you must enter mypasswordXXXXXXXXXX to log in.
- Data Loader version 36.0 and later supports Web Server OAuth Authentication. See OAuth Authentication for more information.
- Data Loader version 36.0 and later supports Salesforce Communities. Communities
users always log in with the OAuth option in Data Loader. To enable OAuth for
Communities, the user modifies the config.properties file as follows.
- Change the portion in bold in the following line to the login URL of the
community. Don’t add a forward slash (/) to the end of the
line.For example:
- Change the portion in bold in the following line to the hostname of the
community.For example:
The config.properties file is in the configs default configuration directory, which is installed in these locations.- macOS: /Users/{userName}/dataloader/version/configs
- Windows: C:\Users\{userName}\dataloader\version\configs
- Change the portion in bold in the following line to the login URL of the
community. Don’t add a forward slash (/) to the end of the
line.