data loader issue

Question

Hi

I am trying to understand basics of external ID field with data loader.

In account, I have an external ID field as MyExt__C

In contact, I have an external ID field as SQL_Server_D__c.

I need to perform Upsert in data loader to insert 4 contact records with related acount name

Here is my structure of contact.csv.

FirstName LastName MyExtID__c

p1 p5 MyExt_3

p2 p6 MyExt_4

p3 p7 MyExt_5

p4 p8 MyExt_6

contacts are getting inserted but account name is not being populated.

Pls help me

Thanks

pooja

Arunkumar R · Accepted Answer

Your understanding is correct. But somewhere you are missing steps.

Check out the below points again and let me know still contact not related with account,

1. Open Data Loader and Login

2. Click Upsert operation.

3. Choose Contact Object and choose the file then next.

4. Since you are not going to update contact, set ID field for contact matching.

5. Click Next --> You will see Account object external id fields as external id.

6. Choose the field(MyextID__C) --> Next

7. Selected Account External ID field wil be available in mapping, assign this field to the excel external id field.

pooja biswas · Answer

Thanks I got it.

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