Data Loader Guide

Data Loader
When to Use Data Loader
Installing Data Loader
Configure Data Loader
Using Data Loader
Running 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
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Step Four: Create the Configuration File

Available in: Salesforce Classic (not available in all orgs) and Lightning Experience
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, or export. 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:
  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 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