Step Four: Create the Configuration File

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.

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

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.

    Remove sfdc.password if you’re using OAuth for login authentication.

  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 false. Set it to true for troubleshooting. If set to true, debug messages are captured in the file specified by sfdc.debugMessagesFile.

      Debug messages can contain sensitive information such as session id.

    • 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.

  4. To perform operations in a sandbox org, set the following parameters.

    • sfdc.oauth.environment—Enter the value Sandbox.
    • sfdc.endpoint.Sandbox—Enter the value test.salesforce.com.

See Also