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 Five: Import the Data

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer editions

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

Note

User Permissions Needed
To insert records: Create on the record
To update records: Edit on the record
To upsert records: Create or Edit on the record
To delete records: Delete on the record
To hard delete records: Delete on the record

Now that all the pieces are in place, you can run Data Loader from the command line and insert some new accounts.

  1. Copy the following data to a file name accountInsert.csv. This is the account data that you import into your organization.
  2. In the command prompt window, enter the following command:

    process.bat "<file path to process-conf.xml>" <process name>

    • Replace <file path to process-conf.xml> with the path to the directory containing process-conf.xml.
    • Replace <process name> with the process specified in process-conf.xml.

    Your command should look something like this:

    process.bat "C:\DLTest\Command Line\Config" accountInsert

    After the process runs, the command prompt window displays success and error messages. You can also check the log files: insertAccounts_success.csv and insertAccounts_error.csv. After the process runs successfully, the insertAccounts_success.csv file contains the records that you imported, along with the ID and status of each record. For more information about the status files, see Review Data Loader Output Files.