RecordTypeId not getting uploaded from csv file to Salesforce org using SFDMU tool. Error: Value does not exist or does not match filter criteria

Question

I am using SFDMU tool (Salesforce Data Loader SFDX Plugin) to upload csv data files to a target salesforce org. I have 3 records A, B and C in an object in a hierarchy. Record B is in a self-lookup with Record A and Record C is in a self-lookup with Record B. The recordTypeId in the source csvfile is different from the target org recordTypeIds and hence is not getting uploaded in the target org by SFDMU tool. The self-lookup in hierarchical object is failing with error- Value does not exist or does not match filter criteria (This is because records are not getting uploaded with recordTypeId). Is there any way to make the recordTypeid generic or use recordTypeName instead of ID so SFDMU can map it properly?

The problem I have to work out is how to insert csv file records using SFDMU tool when recordTypeId is different in csv file and the target org I am trying to populate

SFDMU tool: https://github.com/forcedotcom/SFDX-Data-Move-Utility

Answer 1

You'll want to take a look at Handling of the RecordType

Based on your description, it sounds like the following is true:

• Relevant already record types exist in both orgs
• Record Type Ids do not match in both orgs (created at different times, not refreshed from same source)

Hence, the tool trying to insert accounts and utilize the record type Id pulled would error since those Ids are not valid in the target.

In that case, you'll want to specify RecordType as an object in your .json file and use the externalId as DeveloperName to allow it to match to the target record types that already exist

 objects: [
      .....
      {         
          "query": "SELECT DeveloperName FROM RecordType WHERE IsActive = true",
          "externalId" : "DeveloperName;NamespacePrefix;SobjectType"
      }
       .....
  ]