Data Loader Guide
jNewer Version Available
Step Four: Create the Configuration File
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer editions |
The process-conf.xml file contains the information that Data Loader
requires 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.
- 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.
- 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 scope="prototype"> 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="false"/> 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:\Users\{user}\.dataloader\dataLoader.key"/> 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> - 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 false. Set it to true for troubleshooting. If set to true, debug messages are captured in the file specified by sfdc.debugMessagesFile.
- 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.