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I'm using Dataloader to Upsert a Child Account to Parent Account using an external ID.

When the Upsert is complete, the Child overwrites the parent, it's not not connecting the Child Account to the Parent Account.

((See Answer Below))

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You should only be selecting your External Id field in Step 2b. You don't want to match the child records to the parent records and update them; you want to connect their lookup relationship.

Step 1 is identifying existing copies of this record in your database.

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  • I don't have Data Loader in front of me, but yes, I believe that's correct. You don't want to match inbound Accounts (and they won't match on Id, because those Ids don't exist in the target org); you want to match ParentId only. – David Reed Mar 9 '20 at 18:13
  • I'll do my best to take a look and repro but it may be a while. Full schedule today. – David Reed Mar 9 '20 at 18:42
  • Answer below!!!!!!!!!!!!!!!!!!!!!!! – Steve Mar 10 '20 at 20:16
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How to Upsert Child Accounts to Parent Accounts Using Dataloader:

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