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Use Data Loader to Update Data

Introduction

You’ve already gotten the Data Loader gassed up and ready to go. Time to take it for one more spin. In this step, use the Data Loader to update the records you exported in the previous step, filling in site information for the companies on the list to allow the sales team to identify them by their region.

Update Using the Data Loader

Start by clicking here to open the Account Site file and save it to your Desktop.

  1. From your Desktop, open the Accounts Export.csv file you created in the previous step (in Excel or in Numbers on Mac).
  2. Copy and paste the contents of the Site column from the Account Site file into the blank Site column in the Accounts Export.csv file.
  3. Save the Accounts Export.csv file in CSV format with a different name.

Windows users:

  • Click File and Save As.
  • Keep the file type CSV (Comma delimited) (*.csv).
  • Change the filename to Updated Account Site Import.
  • Click Save and save the file to your desktop.
  • Close both files.

Mac users:

  • In Numbers, close the window containing the Account Site file.
  • Ensure that you are in the window with the Accounts Export file. Then click File > Export To > CSV…
  • Click Next…
  • Save As: Updated Account Site Import.
  • Where: Desktop
  • Click Export.
  • Close Numbers.
  • Close the file.

Now your Updated Account Site Import file is ready to be updated using Data Loader.

  1. In the Data Loader, click Update. (Note: Close any Data Loader windows left open from the previous step.) Data Loader Update Arrow Screenshot
  2. Select Salesforce object Account (Account).
  3. Choose the Updated Account Site Import CSV file from your desktop, then click Next.
  4. Click OK at the Initialization message. Note that 11 records will be considered.
  5. Click Create or Edit a Map.
  6. Click Auto-Match Fields to Columns.
  7. Click OK, then click Next.

Now save the success and error files to your desktop.

  1. Click Browse…
  2. Select the directory where your success and error files will be saved.
  3. Click Open, then click Finish.
  4. Click Yes in the Warning box.
  5. Click OK.

Finally, create a listview to check the import.

  1. Click App Launcher Iconto open App Launcher, then select Accounts.
  2. Click Gear Iconand select New from the dropdown.
  3. Enter Accounts Modified Today as the List Name.
  4. Select Only I can see this list view.
  5. Click Save.
  6. Under Filters on the right, click Add Filter and fill in the criteria:
    Field Operator Value
    Last Modified Date
    equals TODAY
  7. Click Done.
  8. Click Save.
  9. Check to make sure that 11 records were updated.

Turn off your engines, admins—the ride is over. And you’re a great driver! You used the Data Import Wizard and the Data Loader to import, export, and update records (even doing some mapping along the way). And you’ve added a few new (and speedy) maneuvers to your fleet of awesome admin skills. Motor on!

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