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1answer
28 views

Data Import Wizard Issue

We found that the user is not able to see Accounts, contacts and person accounts in new Data Import wizard. However, he told he was able to see before when there was a standard wizard. His profile is ...
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0answers
39 views

Data Import wizard

One of the business user can not see contact/accounts or person accounts in data import wizard. Have checked all permission and everything is fine. He said that he was able to see them before when the ...
0
votes
1answer
44 views

Not able to import data in salesforce from CSV file

I am trying to import data to an app I created in salesforce and not able to import. It is asking me to map salesforce object, but it is not showing salesforce object name which I had created rather ...
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1answer
47 views

ExactTarget Email List Programmatic Bulk Import

Here is the usecase: I have a rails based app which has powerful segmentation capability, this is much more useful than what's provided by ExacttTarget. Here is what I am looking to do: Create a ...
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0answers
56 views

Error importing contacts

I'm trying to use Data Import wizard to update existing contacts but I'm receiving this error message. 'Your import failed: Import for object Account did not succeed. Error received - null'. I have ...
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1answer
54 views

Data Import Wizard : - Lookup Relations Issue

I am not sure but I am wondering if there was a recent change in the Data Import Wizard tool as now it requires the Id of all the lookup relations from a particular object whilst before was working ...
0
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1answer
21 views

How do I find out which accounts have not been imported when using the Import Wizard?

Using the Import Wizard I performed an import using the Account Name and a custom field which contained 171 records in total. When I ran the import I got an email stating 56 had failed but the csv ...
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0answers
38 views

Error while uploading files to a custom object via import wizard?

I am trying to upload files of CSV type via Import wizard but I am getting the following error The MIME type of the selected file is not allowed. There was a similar post with the same issue ...
0
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1answer
15 views

Fieldset labels showing on vfpage but respective data not showing on vfpage

I have create two fieldset and working as wizard format first page showing first fieldset and second page showing second fieldset (using next,previoud commandbutton) . Fieldset label are showing but ...
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0answers
16 views

Merge two fieldset in one VFpage

I have create two fieldset on Account sObject in first fieldset i have added name,type and phone and second fieldset i have add website and description of account object field. my requirement is i ...
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0answers
113 views

Error with new unified import wizard

I am getting the following error when I try to import new contacts (using the email field to match on). Your import failed: Import for object Account did not succeed. Error received - null I have ...
0
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1answer
76 views

import wizard creating duplicate contacts and accounts

When I am trying to import accounts with contacts using import wizard,I am having duplicate contacts imported.I am using Match account by :Account Name and Account Site to map and using owner id to ...
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0answers
171 views

Error Using New Data Import Wizard "Your import failed: Import for object XLR8CS__XLR8_Securities__c did not succeed. Error received - null

We have been using Sales Force XLR8 to import Securities for quite sometime now. The .CSV file we are using has not changed. I have followed the new instructions for the new Data Import Wizard and it ...
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3answers
429 views

Data Import Wizard doesnt show custom field of a custom object

Data Import Wizard doesn't show custom field of a custom object. All the fields have its Field level security set for Admin Profile. even though i cannot see fields in native import wizard. i have 7 ...
2
votes
1answer
94 views

Data import wizard error

Hi one of my sales agents have a problem when importing leads into salesforce. All other clients don't have that problem it's just her. I've tried everything to fix this problem but no luck. The ...
1
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0answers
110 views

Web Browser XSS Protection Not Enabled

I have to scan HTTP Request and got this 2 low level risk. How to resolve this problem coming in ZAP Report?
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1answer
69 views

How to add onto custom contact fields using the import wizard

I am storing invoice information in a large custom text field inside my contacts in SF. When I import my invoicing CSV file to my contacts, it has a cell that is invoice information... such as "6/11/...
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2answers
592 views

What permission are necessary to access Data Import Wizard?

what permissions do I have to assign to user that he will be able use Data Import Wizard to import data to custom objects? I gave him "Modify All" for that object but still can't see the Data Import ...
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0answers
82 views

Loading/importing notes into the Leads Notes

I have been trying without success to come up with a way to load comments from an external system in to the leads object. The SF org is Professional edition, so I do not have access to data loader. ...
0
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1answer
31 views

Updating Account Record on the basis of Externel_id field

I have create 2 external custom field in Account object, now i want to compare records on the basis of these external fields. But i am not able to find any option in import wizard where i can set ...
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2answers
276 views

Data Import Wizard: There was a problem uploading the CSV file. Try again, or choose another file

I'm trying to import a very simple .CSV file with the Data Import Wizard: FNAME,LNAME,CELL,EMAIL,SALUTATION,TITLE Andrea,Ianni,555-888-8888,aianni@example.com,Mr.,CEO Benedetta,Siniscalchi,555-999-...
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0answers
82 views

What does the “Object Access Level” reference in step three of the Import Wizard?

When using the web-based import wizard no matter which label (really, object, but the UI calls it a label) is selected, the "Object Access Level" look up field is present in Step 3 - Specify ...
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1answer
411 views

Data Import Wizard for Contacts, prevent duplicates?

I'm importing a CSV file with about 2500 contacts from another system, outside of SalesForce. The wizard is matching based on name. So if I import the same spreadsheet again, the data doesn't update, ...
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0answers
27 views

Why are contacts(multiple) being created when importing Leads usng Import Wizard

I am having trouble importing my Leads using a CSV file. I have created all the correct columns for the mapping to match up on the leads page layouts. For some reason some of the leads(not all) have ...
1
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1answer
635 views

Using the import wizard how does one import lookup fields

I'm trying to import a csv into a non-standard object. I have no trouble mapping custom fields - name, phone, dates, etc. I'm having trouble importing a lookup field. The lookup field isn't listed in ...
2
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2answers
1k views

Why Import Wizards cannot import Opportunities?

I'm new to salesforce and I'm preparing the 401 certification. I'm wondering why Import Wizards can not import Opportunities. Is there some specific reason or is it only an ipse dixit limitation?
0
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1answer
138 views

Create Accounts and Contacts from single csv import

I have limited experience with the Data Import Wizard but I'm curious if it allows me to create new accounts and contacts from a single csv import. Rather then importing accounts from a csv, ...
0
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1answer
48 views

Is it possible to query the Import Queue with SOQL?

I would like to run a SOQL query and get the status of a particular import job. I'm referring to the Import Queue found at: Administration Setup > Monitoring > Imports I looked in AsyncApexJobs ...
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0answers
138 views

Importing an orders detail into a custom object via CSV file

I created a custom Object in sales force which I am calling past_orders . I then added a bunch of fields such as Sku, itemname, qty, itemprice, billingfirstname, etc. I then go to the Data Import ...
1
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1answer
25 views

Any way to differentiate a lead as being imported?

Is there a way to know if a lead was created in an import process vs other means?
1
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2answers
675 views

Data Import Wizard for Custom Object (Mapping Date Created / Last Modified Fields)

If I am importing a custom object using the CSV data import wizard, how do I create a "Date Created" field and also change the "Last Modified" field on the object. It doesn't seem like such fields ...
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0answers
1k views

Error while using the Data Import Wizard

I'm getting the following error while trying to import a UTF-8 csv file. I'm trying to import data into a custom table. Does anyone know what could be going wrong? Error while running java://ui.aura....
0
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1answer
195 views

How to import Leads that only exist in Salesforce, and ignore new Leads?

I have a CSV file with a number of records that I periodically upload to Salesforce to update my Leads, Unfortunately some of those records don’t exist in Salesforce, And I don’t want Salesforce to ...
2
votes
1answer
987 views

Adding Custom Objects + Master-Detail Relationships then Rolling Up Objects That Already Contain Data

Is it possible to add custom objects that have master-detail relationships with other objects that already contain records in Salesforce? EXAMPLE: I've uploaded all of my data into the "...
1
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1answer
223 views

If a custom field is unique will the Import Wizard for Leads block duplicates on that field?

I would like to use an external id which I've also marked as unique to prevent importing duplicate leads. Does the Import Wizard respect the uniqueness constraint on custom fields? And will the ...
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2answers
207 views

How can I change contact household via data loader or apex?

I'm working with a non-profit to migrating data into the npsp and we're about to load contact data in. Each records includes a custom field which is a relational key to a separate relationship table ...
2
votes
1answer
508 views

Upload CSV in different encoding than UTF-8

Is it possible to set an encoding for a file that is uploaded via a VisualForce page? I am getting errors stating that the content of the uploaded file is not UTF-8 encoded. Ideally, the user would be ...
1
vote
1answer
7k views

How do you prepare the CSV file for a successful upsert?

I would like to import several contacts into Salesforce and avoid duplicates. I would like to do this via upsert (not the the import wizard). For the upsert I plan on using dataloader.io. I have ...
0
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1answer
363 views

How to move accounts and contacts from one salesforce org to another org

I want to move accounts and contacts from one salesforce org to another. I know i can use the import wizard. The question i have is about setting up the csv file. Do i have a single csv for both ...
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3answers
4k views

How do you use an external ID in the import wizard to import child objects of a master/detail relationship?

OK, I need to import a few thousand records and import wizard seemed like a good choice. First I did some accounts - that went smoothly. Next I went to import some custom objects that have a master/...