Questions tagged [data-import]
The data-import tag has no usage guidance.
99
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11
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NPSP Data Import Organization Account Matching
We have been using the NPSP Data Import for a while. Sometimes it happens that organisation accounts with similar names are matched instead of creating a new account.
Is there a way to disable or ...
- 1
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1
answer
28
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 ...
- 316
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0
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21
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Spreadsheet contains data that have to be in two separate objects - how to connect these records without using external id?
how to solve a situation where a fresh Salesforce org wants to import data from spreadsheets to Salesforce, but the data in the spreadsheets are sort of all in one, so that in Salesforce it would be ...
- 343
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91
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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. ...
- 63
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33
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Create new row in existing data extension
Based on another question related to how to update SFMC data extensions row by row, I'd like to understand how to first load a data extension in general and then create new rows within it.
Based on ...
- 113
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57
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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 = ...
- 113
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votes
0
answers
31
views
Import Donation without Contact and only Account Data using NPSP Data Import
I would like to insert Donations with only account data using NPSP data import. The use case here is that the donation is from an organization(Account) with no Contact involved in between. This means ...
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30
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Lookup field not updating using force:data:tree:import in SFDX CLI
I have two custom objects Client and Brand. Brand has lookup of Client object. I need to pull data from one sandbox org and push these data in scratch org. Using sfdx force:data:tree:export I am able ...
- 1,780
0
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1
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51
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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.
- 431
0
votes
1
answer
236
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 ...
- 35
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122
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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 ...
- 129k
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52
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SFDX. Import PricebookEntry2 to standard Pricebook2
I want to import price book entries and relate them to standard price book on scratch org.
I'm using sfdx force:data:tree:import.
But I can't relate my new price book entries with the already existing ...
0
votes
1
answer
212
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 ...
0
votes
1
answer
24
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 ...
0
votes
1
answer
55
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 ...
- 113
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1
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30
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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.
*...
- 11
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vote
1
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32
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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 ...
- 97
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votes
2
answers
2k
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Installing Data Loader Issue On Windows
I am following the instructions to install Data Loader here: https://help.salesforce.com/articleView?id=loader_install_windows.htm&type=5
I have met all of the requirements.
I extract the zip and ...
- 3,167
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1
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61
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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 ...
0
votes
1
answer
246
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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 ...
- 197
4
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0
answers
73
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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 ...
2
votes
1
answer
523
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 ...
- 213
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1
answer
166
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 ...
- 109
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1
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337
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 ...
- 65
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votes
2
answers
617
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 ...
- 109
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votes
0
answers
384
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 ...
- 625
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votes
0
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621
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 ...
- 1,359
1
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1
answer
36
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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 ...
- 174
1
vote
2
answers
390
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.
...
- 197
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2
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1k
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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 ...
- 11
1
vote
1
answer
179
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 ...
- 57
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votes
1
answer
578
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 "...
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0
answers
207
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 ....
- 33
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1
answer
122
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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 ...
- 427
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1
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609
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
- 485
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1
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60
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 '...
- 625
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0
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21
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 ...
- 625
1
vote
1
answer
575
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 ...
- 229
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votes
1
answer
198
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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 ...
- 41
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votes
1
answer
55
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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?
- 307
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votes
1
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480
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: ...
- 109
5
votes
1
answer
6k
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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 ...
- 151
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646
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 ...
- 73
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1
answer
171
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 ...
- 4,072
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1
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127
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) ...
1
vote
0
answers
32
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 ...
- 13
1
vote
0
answers
2k
views
Import File Activity . field not found validation error
In Marketing Cloud's Automation Studio, we created an automated import file activity based on a file drop trigger (i.e. file naming pattern, not the folder-based drop). Even though the automation runs ...
- 508
1
vote
1
answer
470
views
force:data:tree:export / force:data:tree:import across __r relationships
I am still fairly new to SaleforceDX. I have been tasked with putting together a sample data plan matching a small portion of our production data, for our new Scratch-Orgs. With foreign-key type ...
- 425
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886
views
Validation errors while CSV upload
Our company has just started the salesforce and we had a demo tool access we are practicing in that demo account.
While loading data we got the following error.
The following import has completed ...
0
votes
2
answers
3k
views
Marketing Cloud_ImportFile Activity error
We're trying to import a csv fial in a file-drop-to-our-FTP scenario and subsequent import file activity. We're keep getting this error sent by Marketing Cloud upon executing the automation: Results:
...
- 508