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Questions tagged [data-import]

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InvalidNumber File Import Errors when using "number" field type

I set up a daily automation to pull in a file import from an SFTP folder. For some reason, Marketing Cloud will not accept the columns as a "number" data type. We rounded the numbers to ...
Elise's user avatar
  • 11
0 votes
1 answer
100 views

Import File Activity Automation - Change field data type to match Data Extension

I am setting up a File Import automation to ingest a file from the Marketing Cloud FTP to a Data Extension. I am running into an issue where the csv has a field for a newsletter preference say '...
Tazzy1234's user avatar
0 votes
1 answer
52 views

Import lots of files from ftp to update datas extensions

I need to import 81 one different files daily, from a sftp, at a especific time, and overwrite the respectives data extensions. How do I do that without building 81 automations? How do I use ssjs to ...
Bruna Marques's user avatar
0 votes
1 answer
342 views

Why Data Loader is not recommended to be used for uploading Knowledge Base Articles in Salesforce?

While being working with Salesforce since 2013, I have never digged much into Service Cloud functionality. Now I have a task to migrate 4000 KB Articles into Salesforce KB and I wonder if I can ...
Patlatus's user avatar
  • 17.1k
4 votes
1 answer
91 views

URL formatting is broken in Marketing Cloud Data Extensions

We have noticed that since the latest release (08/10/2023) that Marketing Cloud has reformatted all URLs present in data extensions. Formerly, they worked - we often use links in data extensions to ...
TCassa's user avatar
  • 878
0 votes
2 answers
357 views

Bypass lookup filter

I have a lookup filter which I want to bypass as a system administrator when doing i.e. data imports. I found possible solutions but they dont seem to be working. Added a second filter condition OR ...
Thomas's user avatar
  • 2,298
0 votes
1 answer
241 views

Integrate Google Analytics with SFMC

I would like to receive data from Google Analytics in Salesforce Marketing Cloud, I know that with the integration I can receive data to create Audiences to use in Journey Builder, but what I really ...
Rutx1's user avatar
  • 109
-1 votes
2 answers
127 views

Allow mass import of Accounts and Contacts only using Data Loader

I have created a Permission Set and added the "API Enabled" permission, and 'Import Leads' permission. Is there a way to allow the user with this permission set to only do mass import of ...
GroundToCloud's user avatar
1 vote
0 answers
336 views

Mass Insert Custom Metadata Type Records

I'm using Salesforce CLI to import 5000 records of a custom metadata but I wasn't able to to import Label and DeveloperName together and I saw that is a limitation, so I tried utilize only Name but in ...
Alexia's user avatar
  • 83
1 vote
3 answers
923 views

Help with Data Load to Multiple object using the CSV

We currently have four custom objects in the system and there are linked. We need to do a data import and data is in the CSV like below From the csv, I need to create the Card first and then Section ...
user4912134's user avatar
0 votes
1 answer
1k views

Unknown field error when importing records with Inspector

I'm trying to import records from one sandbox to another that is a exact copy withouth records. I export CSV records with Inspector from one sandbox. Problem is when I paste CSV data in Import Records....
CPS's user avatar
  • 345
0 votes
1 answer
447 views

Data Import Wizard - Request File Missing Mapped Fields

I'm having an issue using Data Import Wizard to create and/or edit a custom object (Assessment_Through_Deactivation). I am able to use the wizard to map all of the fields from my CSV (I understand the ...
Alexis Frisch's user avatar
0 votes
0 answers
712 views

Correct Date format on import - Getting errors when importing csv file

I am getting constant errors when importing a csv file into marketing cloud. It seems that no matter which date format I choose, the file still errors although most of the records go in, but not all. ...
DavidB's user avatar
  • 83
1 vote
0 answers
409 views

How can I append new data rows to an existing data extension with predefined properties and columns?

There is data-extension-row-update and data-extension-row-create, but nothing like data-extension-row-append. Say I have an existing data extension I retrieve via import ET_Client myClient = ...
Andreas L.'s user avatar
0 votes
1 answer
623 views

E-Mail with csv attachment processed in Salesforce [closed]

It is possible to send an email with an attachment to salesforce and that this attachment will be processed there? The attachment contain multiple columns and rows for update or create records.
peXeq's user avatar
  • 471
0 votes
1 answer
632 views

Import Opportunities using Data Loader in NPSP [closed]

I need to import opportunity data to NPSP cloud. Contact lookup to Account. And Opportunities lookup to both Account and Contact. I first imported Contact data using data loader. And then imported ...
Aish's user avatar
  • 37
0 votes
0 answers
130 views

Joining up data from multiple sfdx force:data:tree:export outputs [duplicate]

I have a 3 level deep graph of records that I would like to export: parent records, child records and a grand-child records. Reading this Example: Export and Import Data Between Orgs, I was interested ...
Keith C's user avatar
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0 votes
1 answer
1k views

data loader import - no value for mandatory fields

I need a little help with a data loader import. I have a .csv with account records and some of the fields need to have a value, they're required. I need to know how can I import the file because there ...
Simona Croitoru's user avatar
0 votes
1 answer
45 views

How to exclude leads from an imported .csv file regarding to their job title or any other attribute?

Hello! I am trying to automate the lead importing process to save some time. Usually what I do whenever we have a list of participants to virtual events (.xlsx), is a VLOOKUP command to find duplicate ...
user93643's user avatar
0 votes
1 answer
208 views

Is it possible with Import Activity to clear data extension if salesforce report is empty?

Hi I have created an automation to import data from saleforce report to overwrite data in a data extension. This is working fine when salesforce report is not empty, however, if the report is empty it ...
Duan's user avatar
  • 185
0 votes
1 answer
171 views

Theoretically Contract Standard SObject cannot be imported through the API

The Contract Standard SObject has a field named StatusCode that according to the API is nillable and not createable*, hence, theoretically it would not be possible to import records of this SObject. *...
Meir's user avatar
  • 11
1 vote
1 answer
176 views

Import new contacts and campaign members together

I have a CSV file that includes contact's first name, last name, and email address. The file also includes campaign names. These contacts do not exist in the Salesforce. Is it possible to add these ...
Hari Ha's user avatar
  • 127
1 vote
1 answer
390 views

Import aborted while processing batch 0 Data Extension Import Issue

Import aborted while processing Batch 0 in DsvFileSourceReader I'm getting this issue when importing a data extension, using a nickname as the Primary Key, what is the potential issue here? Have 25 ...
Alexander's user avatar
0 votes
1 answer
492 views

Batch Data Entry no longer supported for Gift Entries in NPSP

I am trying to insert the gift entries to salesforce in NPSP but recently salesforce had blocked the use of Batch Data Entry and it showing the page as follows. Now sure how I am supposed to do the ...
Hunt's user avatar
  • 245
4 votes
0 answers
119 views

How to bring leads from salesforce to marketing cloud whitout the conector

So I have a question about the salesforce and marketing cloud. Here at the company we have a salesforce org connected to marketing cloud. As we don't have multi-org functionality (and we don't plan to ...
Leticia Silva Jordao's user avatar
2 votes
1 answer
2k views

SMS opt-out using mobile connect import activity

We are using a mobileconnect data import activity in automation studio in order to opt-out contacts orignited from another external marketing platform. We have noticed that after importing those ...
Barak's user avatar
  • 133
0 votes
1 answer
375 views

Transforming .csv Discovery Report into pipe delimited Marketing Cloud

We would like to export a Marketing Cloud Discovery report. Marketing Cloud only gives you four options for download or SFTP: .csv, pdf., .xlsx, .xsl . Is there a workaround for transforming a ...
chorlesbarkley7's user avatar
1 vote
1 answer
1k views

Problem with Add new and update existing records with Data Import Wizard

I have an object with Name field type is auto generate. I use Name field for update existing record. When I take an action import by Data Import Wizard. I used Add new and update existing records ...
Davis Clack's user avatar
0 votes
2 answers
1k views

Is there a way to log specific rows with bad data from an Import Activity in Marketing Cloud?

So I have an import activity, bringing in approximately 72 rows into a table. When I run the automation with "Skip rows with bad data" checked, I import 70 out of the 72 rows. I can manually ...
chorlesbarkley7's user avatar
0 votes
0 answers
1k views

Dataloader - Upsert Contact and Relate to Account

How can I UPSERT Contact and relate it to the Account ? Data Structure Supplier_ID__c (External Id on Account ) Supplier_AdminID__c (External ID on Contact) Supplier_ID__c (lookup field on ...
GroundToCloud's user avatar
0 votes
0 answers
2k views

Import Activity Issue

I am facing a very weired issue with my import activity. My client drops a file on FTP everyday with more than 100k records on daily basis. The import was working fine, until since few days it has ...
Swati Mishra's user avatar
  • 1,673
1 vote
1 answer
61 views

What is ACT! in Salesforce

What is ACT! in Salesforce https://help.salesforce.com/articleView?id=exporting_from_act.htm&type=5 article talks about this and I see ACT! file on data import wizard and in one trailhead link but ...
love gupta's user avatar
1 vote
2 answers
971 views

Exporting data from partial sandbox to developer sandbox for related objects

I am trying to export Account and Opportunity data using data loader from partial sandbox to the developer sandbox. Currently, the hurdle is that in Opportunity Account is a lookup and required field. ...
Hunt's user avatar
  • 245
1 vote
2 answers
3k views

Is it possible to change the size of the Auto-Chunked Batches in bulk API

We are implementing a Bulk API V2 client in order to insert hundreds of thousands of records. Our current implementation is the following : first we create a job we add a batch containing all the ...
Mustang's user avatar
  • 21
1 vote
1 answer
330 views

How to implement custom object matching for NPSP data import

I'm using the NPSP Data Import advanced mapping to load a custom object as a child of the Account1 object group. I am uploading a spreadsheet like this: Account Name | Custom Object Name Acct1 ...
Mike Porter's user avatar
0 votes
1 answer
1k views

Import Activity in date variables

I created an import activity to import a csv with today's date file on our FTP using date variables. Currently, three csv files with different date ("test_20200313.csv", "test_20200312.csv" and "...
0425_test's user avatar
0 votes
0 answers
333 views

How to import records of 2 parent objects and a junction object inbetween them using Data:Tree in SFDX?

I created some test data in a scratch org for a Trailhead project and i wanted to try to export it and then import it into my Devhub. I ran three different export queries and then created my own plan ....
George's user avatar
  • 33
0 votes
1 answer
349 views

Updating Accounts without the ID

What would be the most efficient way to update an excel sheet with 400 accounts that do not have an ID nor external ID of accounts that exist in the system. There are about 40,000 accounts in ...
ebar's user avatar
  • 447
1 vote
1 answer
1k views

Does Salesforce Marketing cloud support .gz compressed files

I have just been asked if .gz can be unzipped in marketing Cloud? I can't find a list of supported compressed files in the help docs
Peter Ho's user avatar
  • 515
0 votes
1 answer
279 views

Importing 40k PDF as attchments

I have 40k PDF's in windows shared drive. Each pdf should be attached to parent account. The name of each pdf is an external ID in salesforce. e.g AA123.pdf corresponds to AccountRecordId '...
GroundToCloud's user avatar
0 votes
0 answers
26 views

Schedule weekly import of documents from external location

I want to schedule a weekly batch import of documents from an external drive into Salesforce. Say, in the external drive there is a folder called 'CompetitorScore' and in that folder there are 50 ...
GroundToCloud's user avatar
1 vote
1 answer
1k views

Correctly read CSV text attachment into BLOB

I'm facing difficulties reading & parsing a CSV attachment that was sent to an email. When I debug the code, the debugger writes empty lines between each new row, which to me looks like some kind ...
Laureant's user avatar
  • 239
0 votes
1 answer
308 views

How to map case and category while import articles in lightning knowledge using article import

In classic there are multiple article types. I have taken backup and need to import them again to lightning knowledge using article import tool. I am able to import articles using csv file and ...
Ajay Magapu's user avatar
0 votes
1 answer
122 views

MobileConnect Contacts Import Doesn't update Contacts' Status (Opted Out => Opted In) [closed]

How can we change contacts' status from Opted Out To Opted In using Import? Is this possible?
Omri Brandes's user avatar
0 votes
1 answer
633 views

Import Definition - File not found (automation studio)

I want to import a csv file by using the automation studio. the csv looks like that: WERBEKO-2019_10_15 Starting source: File drop (use filename Pattern "Begins with" - "WERBEKO-" Import Definition: ...
Maik's user avatar
  • 109
6 votes
1 answer
13k views

Export and Import of Salesforce Files and Notes from one production org to another production org

I have completed a data export of an org we acquired through the following steps: In Setup, navigate to Data Management | Data Export Click on either Export Now or Schedule Export button, whichever ...
Rachel Linder's user avatar
1 vote
2 answers
2k views

Picklist Value during Data Import

i came across this section in the Salesforce Documentation: If you import a picklist value that doesn’t match an existing picklist value: For an unrestricted picklist, the Data Import Wizard uses ...
ayandyan's user avatar
0 votes
1 answer
310 views

Notes. Mass Upload. Hitting some limit and getting "Note can't be saved"

I'm doing data migration and need to upload ~500k Notes. 192k Notes were uploaded and now I'm getting Note can't be saved error via API and Note contains characters that can't be saved when trying to ...
ytiq's user avatar
  • 4,545
0 votes
1 answer
252 views

Transferring activities associate with accounts to lead

1) On changing the "whoId" of the activities for the conversion of activities associated with the account to lead should we also change the "whoId" field of open activity and activity history too? 2) ...
Bipul Bikram Thapa's user avatar
1 vote
0 answers
35 views

Scheduled import of leads

I have a requirement whereby leads are imported, but due to a process, they can only handle 5 leads every 10 minutes (inserting a lead triggers an inbound call to an agent). I have come up with the ...
Baz's user avatar
  • 13