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Bulk import data

If you need to import bulk data into 24Flow we offer two options :

Use Data Loader When:

  • You must load as many as 5,000,000 records. Data Loader is supported for loads of up to 5 million records. If you must load more than 5 million records, we recommend you work with a Salesforce partner or visit the AppExchange for a suitable partner product.

  • You must load into an object that isn’t yet supported by the import wizards.

  • Your data includes complex field mappings that you must load consistently on a regular basis.

  • You want to schedule regular data loads, such as nightly imports.

  • You want to export your data for backup purposes.

Use the Import Wizards When:

  • You’re loading less than 50,000 records.

  • The object you must import is supported by import wizards. To see what import wizards are available and thus what objects they support, from Setup, enter Data Import Wizard in the Quick Find box, then select Import Wizard.

  • You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.

  • Your target object has fewer than 50 fields.

  • Your data doesn’t include complex field mappings.

Data Loader

Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. When importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection. When exporting, Data Loader outputs CSV files.

Data Loader can be used on either MacOS or Windows, and offers these key features.

  • An easy-to-use wizard interface for interactive use

  • An alternative command-line interface for automated batch operations (Windows only)

  • Support for large files with up to 5 million records

  • Drag-and-drop field mapping

  • Support for all objects, including custom objects

  • Process data in 24Flow

  • Detailed success and error log files in CSV format

  • A built-in CSV file viewer

You can use Data Loader in two different ways:

  • User interface—Specify configuration parameters and CSV files used for import and export, and define field mappings that map field names in your import file to field names in Salesforce.

For more info on how to install and configure the dataloader : https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/loader_install_mac.htm

Data Loader FAQ

How do I fix the "Missing column headers" error message?

If the Import Wizard can't read the top row of your spreadsheet, you'll get this error message. First,make sure there's something (anything!) in the top row. If that's not it, try the following.

Clear Excel formatting
Hidden formatting can garble the column headers during an import.

1 Open the import file in Excel.
2 Select everything (Ctrl + A). 
3 In the Editing group under the Home tab, click Clear, then Clear Formats.
4 Save the file and try again.

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