Questions tagged [data-import-wizard]

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Updating existing accounts using Data Import Wizard but getting DUPLICATES_DETECTED error

I am having a hard time updating existing accounts using the Data Import Wizard. I keep on getting this error, even though I chose the "update" option, not insert/update. How can I actually ...
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Accounts import gone wrong -- is it possible to roll back?

I imported some accounts into SF, but some of the fields weren't populated properly. Is there a way to roll back to the point before the data import? Thanks!
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Import Button for Custom Object

I have a custom object that I would like users to be able to upload new related records to. These records are the detail of a master-detail relationship. In campaigns, you can add campaign members ...
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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 ...
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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 ...
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Data import wizard is not able to make update the trigger more than 200 records but data loader can doing this

The data import wizard is not able to make update the trigger of more than 200 records but the data loader can be doing this. While troubleshooting found that the recursive variable is blocking the ...
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2 answers
167 views

How to import Note(Note) for existing contacts

I have many contacts, need to connect existing notes from .csv file. To import the note will I need to use the Note(Note) object or Note(ContentNote)? I need help to import notes from CSV file for ...
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Import records - Partner Community

Is it possible to import records (e.g. Leads) in Partner Communities? I have given the "Import Leads" permission to my partner user but i don't see the "Import Leads" button like ...
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186 views

Migrating Notes Into Salesforce

I am trying to migrate notes from another CRM into Salesforce. Based on the salesforce documentation (link below) it seems to imply I need to have my notes in text file format to import them into the ...
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1 answer
42 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 ...
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  • 97
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load contacts by first name, last name, email or phone

I have a spread sheet from the business to load contacts and a related child object to contact. The business wants to load the contacts by the below matching criteria. First Name, Last Name, Phone ...
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2k views

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 ...
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Invalid Field Count when uploading .csv file to a data extension [duplicate]

ValidationErrors: CaseSensitiveSalesforceID: 99 Required Field: 7 Invalid Field Count: 1 I'm trying to data load a .csv files, everything matches accordingly, trying to troubleshoot what this error ...
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migrating accounts and keeping ids on import to relate to opportunities

I've been tasked with moving a small amount (under 5,000 records) of accounts, contacts, and opportunities. I combined and cleaned everything in R/Excel. I have imported all of the accounts and ...
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959 views

Import/Export Salesforce Knowledge articles

I am using the Salesforce's OOTB feature for import/export Knowledge articles that can be found under Data Management --> Import Articles. I have prepared the Zip file as per the instructions given ...
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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 ...
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721 views

Why do I still get System.LimitException: Too many SOQL queries: 101 when using Data Import Wizard?

Even when I untick the "Trigger workflow rules and processes for new and updated records" in Import wizard, I still get this error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY:CE_InputTrigger: ...
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It is possible to show custom error message in import wizard?

I need to show custom error message when user imports data. If criteria is true then I would like to see error message in user interface and get file with errors. Is it possible?
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Recreate a campaign with original id

I deleted a couple of campaigns because I didn't need them or their contents. I am now trying to undelete a Contact record that was a campaign member of the deleted campaign. I think the undelete is ...
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1 vote
1 answer
37 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 ...
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1k views

ValidationError (Invalid Date) when importing a CSV to a Data Extension with a Date type field

I have extracted the _open Data View from an old instance and tried to import the 139K CSV records into a Data Extension in the new instance. However, I got a problem with the "EventDate" field when ...
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1 answer
2k views

Custom Objects in Salesforce but Not Visible in Object Manager or Scheme Builder

I have some custom survey objects that I have uploaded via the data import wizard. But the objects are not available in the scheme builder or object manager. They are in the org because I can populate ...
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29 views

Waiting for na75.salesforce.com

I am trying to use the data import wizard today & the screen remains blank. In bottom left corner, there is a message "waiting for na75.salesforce.com." Trust Status page doesn't have any issues ...
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1 vote
1 answer
1k views

DUPLICATES_DETECTED:Use one of these records?

I am importing accounts through the data import wizzard and am receiving the following error: DUPLICATES_DETECTED:Use one of these records?:-- I am glad it is catching the potential duplicate, but I ...
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1 answer
122 views

Data Import Wizard not working

When I try to use the Data Import Wizard (which I have used many times) I am getting the below error. I do not have a field named status in my import file. Is anyone else experiencing this problem? ...
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135 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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95 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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369 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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0 answers
944 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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217 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 ...
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462 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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218 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 ...
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1 answer
2k 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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523 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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1 answer
366 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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1 answer
2k 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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1 answer
1k 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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1 vote
1 answer
100 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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1 answer
58 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 ...
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2 votes
0 answers
1k 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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1 answer
414 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 ...
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  • 1,244
1 vote
1 answer
79 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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1 answer
242 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 ...
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1 answer
2k 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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1 answer
36 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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380 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 ...
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  • 39
2 votes
1 answer
447 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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  • 2,387
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1 answer
791 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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  • 101
3 votes
2 answers
1k 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 ...
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1 vote
0 answers
117 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://...
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