Data Loader Guide

Data Loader
When to Use Data Loader
Install Data Loader
Configure Data Loader
Using Data Loader
Data Types Supported by Data Loader
Export Data from Salesforce
Define Data Loader Field Mappings
Insert, Update, or Delete Data Using Data Loader
Upload Attachments
Upload Files and Links with Data Loader
Review Data Loader Output Files
Data Import Dates
View the Data Loader Log File
Configure the Data Loader Log File
Run in Batch Mode (Windows Only)
Command-Line Quick Start (Windows Only)
Data Loader Third-Party Licenses
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Define Data Loader Field Mappings

When you insert, delete, or update files, use Data Loader's Mapping Dialog window to associate Salesforce fields with the columns of your CSV file.
  1. To automatically match fields with columns, click Auto-Match Fields to Columns. The Data Loader populates the list at the bottom of the window based on the similarity of field and column names. For a delete operation, automatic matching works only on the ID field.
  2. To manually match fields with columns, click and drag fields from the list of Salesforce fields at the top to the list of CSV column header names at the bottom. For example, if you are inserting new Account records where your CSV file contains the names of new accounts, click and drag the Name field to the right of the NAME column header field.
  3. Optionally, click Save Mapping to save this mapping for future use. Specify a name for the SDL mapping file. If you select an existing file, the export replaces its contents. To confirm the action, click Yes, or choose another file by clicking No.
  4. Click OK to use your mapping for the current operation.