Questions tagged [data-import-wizard]

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16 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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13 views

Errors when using Import Wizard to upsert custom object records with external ID

I am trying to upsert a large number of records into a custom object "Invoices". This Invoices object is a child of Accounts. Thus, every Invoice record I upsert must be associated with a ...
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1answer
23 views

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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98 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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1answer
176 views

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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27 views

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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1answer
270 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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1answer
76 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 ...
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1answer
147 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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1answer
92 views

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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32 views

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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1answer
28 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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1answer
312 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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30 views

Import English (UK) dates into Marketing Cloud

I am trying to import a CSV with a bunch of customer information into Marketing Cloud. The import keeps failing due to Invalid Date: 7. I've been using English (United Kingdom) as the date format ...
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1answer
478 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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1answer
25 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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1answer
445 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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144 views

Trigger Error on Bulk Upload

I am trying to upload bulk Contact records into salesforce through import wizard for code quality check. While doing so i found the following error. CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY:Too many ...
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1answer
51 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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1answer
43 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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53 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
195 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
424 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
109 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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1answer
253 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
99 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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1answer
1k 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
178 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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1answer
292 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
1k 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
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?
1
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1answer
89 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
45 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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0answers
758 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
215 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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1answer
67 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
186 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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1answer
998 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
34 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
321 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
289 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
633 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
539 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?
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2answers
829 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
73 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
276 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
679 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,...
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1answer
37 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
709 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 ...
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1answer
2k 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 ...