Questions tagged [data-import-wizard]
The data-import-wizard tag has no usage guidance.
80
questions
0
votes
1answer
22 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) ...
0
votes
0answers
29 views
What is file type of Bulk Data Load Jobs results-file while importing data through Data import Wizard?
New to Salesforce.I imported a certain .csv file into Salesforce through Data Import Wizard, when I clicked on data batch reports, a file named 'reports' was downloaded. But not sure or clue what type ...
0
votes
1answer
32 views
Importing custom objects
I have a problem importing and creating more than one custom object at a time using the data wizard. I have created a csv-file with headers that map correctly and imports fine when there is only one ...
1
vote
0answers
92 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
0answers
42 views
Upsert Data with dataLoader using multiple keys
Is there a way to import Data with DataLoader \ Wizard using 2 keys?
For example - I want to import Data (Upsert) when the unique key is actually built from 2 keys :
externalId field and a ...
1
vote
1answer
44 views
Data Import Wizard Matching
Can you match by multiple criteria in Data Import Wizard? I only see 1 'Match By' option available. I'd like to match by 2 or more fields for updating...(Name, City..etc.).
1
vote
0answers
29 views
Data import wizard not importing data to mapped field
I am trying to import data to a custom picklist field for accounts (all permissions for field are correct). When importing, the data matches the field and the available values, and is mapped correctly ...
2
votes
1answer
184 views
Where is the Data Import Wizard Error Log
I am using Salesforce Professional Edition. I am trying to locate the data import wizard log file. Can someone point me in the right direction? I have import errors and want to see what they are.
0
votes
1answer
46 views
Data Import Wizard History
Is there a way to see more than just the last few imports done using the Data Import Wizard?
I see that the Data Import Wizard shows me the last three "Recent Import Jobs," but I want to see an ...
0
votes
0answers
38 views
Monitor import wizard for platform Users
My org has some Users who import data through import wizard. It works for them but they are not able to monitor it as they don't have permission to monitor bulk load, Neither can i give them the '...
0
votes
1answer
193 views
Too Many SOQL Queries when doing a data import because of Process Builder calls
I am loading Campaign Members via the Data Import Wizard. Specifically, I am adding new leads and updating existing leads. The leads get created but Campaign Membership is not established because I am ...
0
votes
1answer
418 views
data import wizard map lookup field custom
I have a Custom Object called MCC with two fields:
Name : 'MCC NAME'
Code__c: 1234
I have a lookup field on Lead to the MCC object. I am trying to import Leads using the Data Import wizard using a ...
1
vote
1answer
604 views
Is there a way to import Products and Opportunities in Salesforce Essentials?
I can see that you can import Accounts and Contacts, but I don't see a way to import a CSV of Products, or even past Opportunities so my reporting would be right. Am I missing something?
1
vote
1answer
72 views
Can I change the Data Import Wizard Settings permanently?
When I select "Add new and update existing records," I'd like the defaults to always be "Match Contact by Email" and "Update existing Account information." Can I make it save these settings, or do I ...
0
votes
1answer
38 views
Data Import Wizard congratulations window not able to close it
Logged in as a standard user and tried to insert the lead record using data import wizard.
I flowed all steps which were mentioned step by step but at the end, I am getting "congratulations your ...
2
votes
0answers
418 views
Process not triggered by Import
We built a process which auto populates a text field when three other text fields have certain values. It work fine when I change values manually, but not when I update the fields with the Data Import ...
0
votes
1answer
98 views
Data Import Wizard - How to keep original SalesForce IDs of my records
I am trying to import records of my custom objects using Data Import Wizard on a new account I just created.
For some reason, when adding new records, the data import process does not keep the ...
1
vote
1answer
48 views
Odd Error when Mass Importing Data
I've been trying to mass update existing records to pull and update the Prospect Referral Store. However when I run the data import wizard I get the error
CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY:...
0
votes
1answer
126 views
How to load data with a self look up field?
I have a table with has a self loop up field. i.e. Table is called foo__c with a field Previous__c that is a lookup to foo__c
Currently, I am trying to load a CSV with two rows.
The first row is ...
1
vote
1answer
490 views
How do I restrict access to the Data Import Wizard but still allow object edit/create in UI?
I like the new Data Import Wizard, as it is a great tool for power users, but is there any way to limit the use of this tool, aside from the object permissions.
I need my users to have read/write ...
0
votes
1answer
31 views
what permissions do I need to import knowledge from “Data Import Wizard”
I have the permission "Import Custom Objects", but cannot see the option "Knowledge" in the data import wizard.
Could someone help me here?
Thanks
0
votes
1answer
225 views
Import .csv to knowledge using Import Wizard
I am trying to import .csv file to SalesForce Knowledge.
First Question : I cannot find the "Knowledge" option in "Custom Objects". When I goto Data Import Wizard,I should be able to see this. Am I ...
1
vote
1answer
171 views
Escape comma in Salesforce Data Import Wizard
I am trying to import a .csv file that contains commas in the data.
I tried to import it using Data Import Wizard using a tab as a separator but the Data Import Wizard doesn't detect the sublime text ...
0
votes
1answer
445 views
How to import Job_Applications.csv file in the training recruiting app using the new Data Import Wizard?
I recently started with self Salesforce training and am doing the standard Recruting app. I am currently on the Version 9.2, August 2016 version of PDF and the Salesforce release of my developer ...
0
votes
1answer
276 views
Can you batch upload opportunities?
I have 100's of old opportunities I want to batch upload to current contacts in Salesforce. Is this possible?
2
votes
2answers
486 views
External ID matching no longer an option in Data Import Wizard for custom object to add new records
Every week we do a import into SF. The sales team reported they cannot add records to the custom object by matching external ID anymore. I checked and they are correct. previously we were doing it ...
1
vote
0answers
53 views
Is that possible to use record name field as master-detail relationship definition in data loader
Our customer is previously using import wizard to load data into Salesforce and she is able to use name field as the master-detail relationship field during that time. Due to this known issue: https://...
1
vote
1answer
221 views
Was Salesforce able to match by external Id fields in import wizard (not unique)
Our support team raised a ticket for us that they no longer see an external id field in the match by section in the import wizard:
Our customer claimed they see the external field in the match by ...
1
vote
1answer
504 views
NPSP Data Import Wizard Contacts mapping issue
I have trouble mapping over basic Account and Contact fields. I use the wizard to test a small batch of Account/Contacts but not all the fields are listed when I have to map over half the fields. Also,...
0
votes
1answer
35 views
I want to know if there is a solution that every time we upload the CSV file , it doesn't create new contacts and households
I'm trying to import a combined fully mapped CSV file on a Salesforce non-profit package with Data Import Wizard
you know that we focus on 3 objects in this case : (households(account) , Donors(...
0
votes
1answer
504 views
enable a user to use the import wizard to upload custom object records?
How can I enable a user to use the Data Import Wizard to upload records to a custom object?
Currently I have a user with Create permission on a custom object, the custom object has a Master detail ...
2
votes
1answer
1k views
How to import accounts without contacts using Data Import Wizard?
I want to import a spreadsheet that only contains account information. Using the Data Import Wizard, I am NOT able to import accounts without contacts, which makes no sense. Is there a way to import ...
2
votes
1answer
717 views
It is possible to set the concurrency mode for a Data Import Wizard job?
I'm running in to some problems that I believe may be related to parallel processing of an 'Add new record' job by the Data Import Wizard.
Is it possible to somehow force the concurrency mode for the ...
0
votes
1answer
28 views
is that possible to get id populated automatically based on name in data import wizard?
I have excel sheet with the lookup name than id and value
ID - value
1 xxx
2 yyy
object 1
LookupId - 1 value = 2
My excel sheet data upload format is
value - value
xxx 2
will ...
0
votes
1answer
550 views
Importing Files for SFTP into Lists
I am trying to import files from my SFTP into a list. These files were exported from Marketing Cloud. When I run the wizard, I get an error message saying the file cannot be found, even though I have ...
0
votes
1answer
120 views
How can I update the Account Name field for a contact using the data import wizard?
I'm trying to do bulk update/inserts using the data import wizard, and everything seems to work except that the "account name" field will not be populated when the data is imported. New contacts ...
1
vote
1answer
2k views
Is it possible to preserve created date and last modified date on importing records
I need to import Accounts and Opportunities into my sfdc org and I want to enter the created date and last modified date which is given by users in the excel sheet.
How can I achieve this, I was told ...
0
votes
2answers
588 views
How to solve 18 vs 15 digit id issue while importing records in SF org?
I am trying to import a custom object which has 18 digit id, even though it is 18 digit id, the import fails, & Error log say 15 digit id (seems like SF convert my 18 digit id into 15 digit which ...
0
votes
1answer
74 views
I need to import Approval Steps in Apptus_Apptoval_Process using data loader
I need to import Approval Steps in Apptus_Apptoval_Process using data loader for specific Approval process,but I am not able to identify how to export the Apptus _approval steps.
Please suggest
0
votes
0answers
74 views
Data import issue on salesforce
I have a data import issue which seems to be odd and i want to confirm the behavior. We are using the data import wizard and trying to import contacts records matching on email id. Here is the format ...
0
votes
1answer
58 views
when importing data into salesforce for a custom object I got some rows that were not imported
So my custom Object is a student that stores first name, last name, grade level, school etc. When I try and import this from my csv file that has all the data it doesn't import all of them. I know why ...
2
votes
0answers
55 views
Why are Notes being created when I import contacts & accounts using Import Wizard?
I have been uploading mass contacts and account records (as CSV files) to Salesforce using the Import Wizard. All seems to be going fine, apart when I look at the Notes & Attachments for each ...
4
votes
1answer
644 views
Data Import Wizard not updating field
Have had this issue a few times and not sure what's going on.
Using the Data Import Wizard fields just won't update. Most recently, wanted to update a custom field on Account. Uploaded a csv with ...
0
votes
1answer
30 views
Got Error on updating status picklist value for campaign object using import wizard
when i am updating status picklist field using import wizard i got this Error
The status field is not mapped and is required for an update operation
please let me know, urgently please provide ...
0
votes
1answer
118 views
Data Import Wizard Issue
We found that the user is not able to see Accounts, contacts and person accounts in new Data Import wizard. However, he told he was able to see before when there was a standard wizard.
His profile is ...
0
votes
0answers
68 views
Custom Field is not visible at the time of “Edit mapping” in Data Import Wizard
I use data Import wizard to import lead i have two custom field StateCode And Countrycode. when mapping field in the "Edit mapping" section of the Data import wizard. Statecode and countrycode is ...
0
votes
1answer
129 views
Not able to import data in salesforce from CSV file
I am trying to import data to an app I created in salesforce and not able to import. It is asking me to map salesforce object, but it is not showing salesforce object name which I had created rather ...
0
votes
3answers
545 views
Contact not showing in Data Import Wizard
One of the user can not see contacts and Person accounts in Data import wizard either from managing campaign member or normally in the wizard. The Create,Read and Edit permissions are enabled for ...
3
votes
1answer
311 views
Url parameters for Data Import Wizard
I'm wondering if it is possible to define URL parameters for the new Data Import wizard.
https://xxx.salesforce.com/dataImporter/dataimporter.app
Simply put I would like to pre-select a custom ...
1
vote
1answer
449 views
ExactTarget Email List Programmatic Bulk Import
Here is the usecase:
I have a rails based app which has powerful segmentation capability, this is much more useful than what's provided by ExacttTarget. Here is what I am looking to do:
Create a list ...
