Data Loader Recommendations
- AlphaSys
If you are using the Salesforce Data Loader to load records (NB this is different from Native Data Import Wizard and NPSP Data Importer), we have some recommended settings listed below.
Confirm Data Loader Settings
Insert Null Values = Checked
Use European Date Format = Checked
Time Zone: GMT
Using Data Loader
Select your Operation
Insert | Add new records of a certain object type |
Update | Edit existing records |
Upsert | Update existing records, else add them as new records |
Delete | Remove records of a certain object type |
Export | Extract all data for a particular object |
Export All | Extract All data from a Salesforce Org |
Login to your Salesforce Org using the oAuth method
Select your Salesforce Object. If it is a non-standard/custom object, you will need to tick the "Show All Salesforce Objects" checkbox.
Attach your CSV file
Map the fields from your CSV file on the left, with Salesforce fields (click and drag from top window to bottom right list)