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Questions tagged [data-import-wizard]

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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) ...
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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 ...
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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 ...
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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 ...
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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
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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.).
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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
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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.
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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 ...
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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 '...
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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 ...
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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 ...
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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?
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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 ...
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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
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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 ...
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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
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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:...
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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
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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 ...
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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
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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
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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 ...
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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 ...
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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
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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
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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
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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
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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
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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(...
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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
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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
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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 ...
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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 ...
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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 ...
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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
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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 ...
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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 ...
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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 ...