Use Dataloader.io to Update Data

Introduction

You’ve already gotten the Dataloader.io gassed up and ready to go. Time to take it for one more spin. In this step, use Dataloader.io 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 Dataloader.io

Start by clicking here to open the account-site file and save it to your Desktop.

  1. Ensure the account-site file and the Account Exports file (from the previous step) are open.
  2. Copy and paste the contents of the Account Site column from the account-site file into the blank Site column in the Accounts Export file.
    Moving Site data from account-site spreadsheet to Account Exports spreadsheet
  3. Save the Accounts Export.csv file in CSV format with a different name.

Windows users:

  • With the Accounts Export.csv file open, 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. If needed, click Yes from the pop-up window.
  • Close both files.

Mac users:

  • Ensure that you are in the window with the Accounts Export file, 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 Dataloader.io.

  1. With Dataloader.io open, click NEW TASK and select IMPORT.
  2. Select Update.
  3. From the Object list, select Account.
  4. Click Next.
  5. Click Upload CSV.
  6. Choose the Updated Account Site Import  file from your desktop, and click Open.
  7. Ensure the data is mapping correctly to the existing data.
    CSV mapped to current dataNote: If there are errors, they will be prominently denoted.
  8. Click Next.
  9. Click Save & Run.
  10. Click Run.
  11. The data has been successfully updated when 11 successes, 0 errors is displayed. The Dataloader.io window can now be closed.

View the Results

Finally, create a list view to check the import.

  1. Click the App Launcher App Launcher Icon  and select Sales.
  2. Click the Accounts tab.
  3. Click the List View Controls icon List View Controls Icon and select New from the dropdown.
  4. Enter Accounts Modified Today as the List Name.
  5. Select Only I can see this list view.
  6. Click Save.
  7. Under Filters on the right, click Add Filterand fill in the criteria:
    Field
    Operator
    Value
    Last Modified Date
    equals
    TODAY
  8. Click Done.
  9. Click Add Filter again and fill in the criteria:
    Field
    Operator
    Value
    Account Site not equal to
    (leave this value blank)
    Note: The filter value is left blank on purpose. This will filter out any Accounts that do not have Account Sites listed.
    Account Site field filter
  10. Click Done.
  11. Click Save.
  12. Note that the 11 accounts you updated today are listed and all now have Account Sites listed.

Turn off your engines, admins—the ride is over. And you’re a great driver! You used the Data Import Wizard and the Dataloader.io 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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