17

I am switching from old CRM and looking for easy to use tools to import my data

6
  • What version of Salesforce do you have? The API access that many tools require is only available for Enterprise or Unlimited editions.
    – pdxjake
    Jul 31, 2012 at 20:48
  • question is generic...would be good to have options for different editions Jul 31, 2012 at 20:51
  • I think this is a great example of a "community wiki" style question, for which there isn't a clear answer.
    – Benj
    Jul 31, 2012 at 20:55
  • Many tools can use the API in editions that don't support customer use of the API. The Salesforce Data Loader is one example, but there are many others on the AppExchange. Jul 31, 2012 at 21:12
  • 1
    Yes, I would like to see this as a community wiki post also.
    – JodieM
    Aug 4, 2012 at 3:23

7 Answers 7

25

You have 2 options provided by Salesforce:

1: Salesforce Import Wizard: The easiest option built into your Salesforce.com application. To open it go to Your Name | Setup | Data Management. It works with any Salesforce edition and in many cases is enough to get your data imported.

2: Force.com Data Loader: Data Loader is another tool provided by Salesforce. It is a standalone application for Mac or PC and is available for download at Force.com. I would call it an advanced version of Import Wizard that allows you to do more sophisticated migration tricks. You need to be at least on Enterprise Edition to use the Data Loader.

Also various 3rd party vendors have built data import tools.

If you want to learn more, I have written a blog post about tool options for import: https://medium.com/import2/4-tools-to-import-data-into-salesforce-9b081b6bd101

19

On the third party front, there are various free and paid solutions:

2
  • 1
    JitterBit is a very neat tool. And I've only used the free version.
    – pdxjake
    Jul 31, 2012 at 20:49
  • Yes, another vote for Jitterbit. I like that you can do basic SQL queries with it.
    – JodieM
    Aug 4, 2012 at 3:22
10

You also might check out talend:

http://www.talend.com/index.php

Open Source data migration tool

3
  • Use Talend open studio all the time! and its all built in eclipse and free :)
    – Francis
    Aug 1, 2012 at 8:29
  • I tried using Talend at it seemed incredibly cumbersome. Do you have any FAQs or Wikis that helped? It seems like a powerful tool...
    – pdxjake
    Aug 3, 2012 at 21:49
  • I thought Taled is data integration tool. Aug 4, 2012 at 7:09
2

The Jitterbit Dataloader for Salesforce is awesome and FREE! http://www.jitterbit.com/salesforce/data-loader Hands down the best solution for almost any job.

2

We are currently recommending Skyvva www.skyvva.com as this enables lookups and transformations within the integration.

It is FREE (unless you want to schedule loads and use connectors to other databases, SAP, ODBC etc) and works with Professional edition up.

If you want to upgrade to a scheduled solution you can purchase a licence for the java agent to 'push' the data on a schedule.

NB Skyvva and Skyvia are different products, we recommend Skyvva

1

As mentioned in other answers there are free methods provided by Salesforce.com - the web-based import wizard and the Data Loader. There are also a large number of free and paid apps available via the AppExchange under the Integration and Data Management category. Many of the tools have added functionality such as importing directly from databases, data cleansing, etc.. Many of those tools will also offer free trials to allow you to test in-house for a short period.

0

Salesforce CLI data Commands

The Salesforce CLI has data commands which allow you to manipulate records in your org.

data:bulk:upsert

The data:bulk:upsert command allows you to insert new rows and update existing rows from a CSV file.

Suppose you have a CSV file (example.csv), formatted in the following manner, containing data to be upserted into the Contact sObject:

* ------------------------------------------------------ *
| Id                 | FirstName | LastName | Phone      |
| ------------------------------------------------------ |
|                    | John      | Doe      | 5558675309 |
| ------------------------------------------------------ |
| 003XXXXXXXXXXXXXXX | Jane      | Doe      | 5552738255 |
* ------------------------------------------------------ *

The source of the CSV file would look something like this:

Id,FirstName,LastName,Phone
,John,Doe,5558675309
003XXXXXXXXXXXXXXX,Jane,Doe,5552738255

You could use the following command to insert the new contacts and update the existing contacts:

sfdx force:data:bulk:upsert --sobjecttype Contact --csvfile example.csv --externalid Id

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