I'm newish to Salesforce and dataloader.io. I want to import new contacts and create accounts where the contact is associated. I also have data associated with the new contacts to import to a custom object. What is the best sequence to do this in dataloader.io?
Hi @Connie Pax
For NPSP it is always better to used NPSP Data Import to import data in salesforce
Here are some useful article and trailhead links related to it
https://trailhead.salesforce.com/content/learn/projects/import-your-data-using-npsp-data-importer
https://trailhead.salesforce.com/content/learn/projects/extend-npsp-data-importer-with-advanced-mapping/import-data-to-a-custom-object
https://help.salesforce.com/s/articleView?id=sfdo.npsp_standard_di_fields.htm&type=5
https://help.salesforce.com/s/articleView?id=sfdo.npsp_using_di_template.htm&type=5Thanks
@Connie Pax I'm trying to understand your data model. What object does each row map to that it has a lookup to Contact? How did you configure Advanced Mapping?
@Judi Sohn Some might be and others are new. I tried this in my dev org with two contacts that are new to the environment.
@Connie Pax Are the records for the NAMI Participant field that you're mapping to already Contacts in the system?
I was able to set up my Advanced Mapping to map in all the fields except NAMIWalks Participant. What I want is this field to be Lookup field to find the contact so the NAMIWalks Participation record is connected to a contact. In the real world, each contact would have a different NAMIWalks Participation record for each year in which they participate. I was able to do this by entering records manually, but I have a dataset of 4000+ records spanning 8 years. My first attempt to import resulted in this failure message:
