Last Updated on October 30, 2021 by Rakesh Gupta
Data Import wizard, that’s provides a unified interface that lets you import data for a number of standard Salesforce objects, including accounts, contacts, leads, and solutions. The Data Import Wizard also lets you import data for custom objects.
Difference between Existing Wizard and Data Import Wizard
Below are the major difference between Data Loader and Data Import Wizard.
|Features||Data Loader||Data Import Wizard|
|Import Record Limit||up to 5 million records||50,000 records at a time|
|Supported objects||Support for all objects, including custom objects||Accounts, Contacts, Leads, Solutions, Campaign members, Person accounts and Custom objects. You can import up to 90 fields per record.|
|Processing Method||SOAP API||Bulk API|
|Schedule Export||Available||Not Available|
|Supported Platform||Windows and Mac||Browser Based|
Prepare CSV file that you want to upload
I want to update Account Name, to do so I created a CSV file, it will loo look like the following screenshot:
Import Records using Import Wizard
To use Data Import Wizard, perform the steps below:
- Click on Setup | Integrations | Data Import Wizard.
- Click on Launch Wizard! button.
- The next step is to select the object, in our case it is Account.
- Now we have to specify whether we want to add new records, update existing records, or add and update records simultaneously.
- Specify your data file by dragging the CSV file to the upload area of the page.
- Click Next.
- Map your data fields to Salesforce data fields. The Data Import wizard maps as many of your data fields as possible to standard Salesforce data fields. But if the wizard can’t map fields, you must do it manually. Unmapped fields are not imported into Salesforce.
- Click Next.
- It will redirect you to Review & Start Import screen, If you are good to go ahead then click on Start Import button.
- This Screen will show all details about mapped fields and unmapped fields.
- Once it’s successfully completed you will get a Pop up with Success message something like below screenshot.
- Once you click on OK button on Success message it will redirect you to a Bulk Data Load Job window, where you can able to find all details about last data Import.
Proof of Concepts
To verify account name, navigate to Account tab and open an account.
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19 thoughts on “Data Import Wizard”
I receive an email when my imports are complete that states the following: “Processed job information for imported Accounts: No link is available because you do not have the correct permissions to manage Bulk Api jobs.”
I am a system administrator so we are unsure of what permissions I need. Is there a log somewhere that can show which records did not import?
I am not sure about it as you have system administrator profile. But normally to receive the link to view the Success/Failed accounts link, It required to have “Manage Data Integrations” permission on the user’s profile. Also check known issues https://success.salesforce.com/issues_view?id=a1p30000000SupPAAS
Nice article Rakesh.. If Salesforce could introduce Batch size in Import wizard then it have been better 😛
Agree with you,Thanks for your comment 🙂
nevermind- I see the problem is in my permissions- I will contact my admin – thanks anyway!
Thanks for your response
In my account (Salesforce 14) there is no import wizard under Data Management – only Analytic Snapshots and Sandboxes. Any ideas why or where it may be? THanks!
Check this out – my production instance
Yes, after Winter’14 refresh all organisation contains beta version of data import wizard
@Rakesh – Neat explanation, I wish the Salesforce has more options up here, so limitation I figured out in first view are
This is very ‘limited’ version of my favorite ‘DataLoader.io’, this is missing some of key feature, not sure you know answer on them, as because this is broken on both sandbox and production instance for me (cs12, na5, na15)
1. Can I do object Id discovery, what if I want to discover Id based on some criteria and import data based on id-id match or any match(most required)
2. Scheduling Job – Can I schedule a job to run in future on a schedule
3. Job resume/retrieval – what if I want to save this job for future use, can I save the job and resume it later at any time once logged in back .
4. Does it take backup before making changes, do we receive sort of data recovery file, what if we mess, how do you recover ?
6. Cloud integration for file host (most needed) in USA majority of companies now use file cloud (Box, DropBox) and other cloud based sharing, I wish this support more, I can see Gmail CSV is support but that too need local storage
7. API call limit set (How can I set batch size, as this may cause an issue to my trigger and may error out ) when ran in bulk ?
Production ?? (I think this feature will available on production on 14th march 2014 as per mentioned in Salesforce schedule maintenance page)
1. As you mentioned in previous comment, every thing we have to do in excel. This is very limited version.
2. No, you can’t schedule job for future run, may be Salesforce add this feature in next release.
3. I don’t think, there is no such option.
4. No, you will get only a confirmation mail. You can monitor data load by visiting Name | Setup Jobs Administration Setup | Monitoring | | Bulk Data Load Jobs
5. Yes I am also agree with you. Hope see this feature on next summer’14 release.
6. We can’t set this in Data Import wizard, I know only Data loader where we have this option.
Thanks for your comment.
Did I miss whether the data import wizard will allow duplicates or not?
No, It won’t allow duplicates based on ID or Name. like example if you have a .csv that contain three records with same name. when you will use this file with Data import wizard select “Match Account by” account name so it will insert only one record in Salesforce. Let me know if you still have a query.
Thank you. And if the Account already exists but you are adding a new contact to that account, do you need the account ID or will it match it?
Love your blog!
In that case you have to provide Account ID.
Thanks for your feedback.
@Alisa – Salesforce provide 15-18 char unique ID, best practices would be to match on ID. Far as name is concerned, this is curser push/pull. When you de-dupe you need to track back to check if the account is previously updated or not, which seemingly is low on probability that will de-dupe it for you. I recommend, de-dupe your data in Excel simply before importing to SF
I import lists from events so often I will not know how many, if any of the contacts on a given list are new or existing contacts. I am trying to avoid exporting and doing a vlookup on each import. But is that was true Salesforce Admins need to do?
Great blog Rakash as usual. May I ask you questions:
1. Will Existing Wizard removed ?
2. What is the advantages compare to Existing Wizard ?
3. How about compare to Data Loader and dataloader.io ?
Thanks Johan.Please find the answer below
1. No existing wizard will also exist
2. Streamline user interface that makes uploading data files and mapping easier then ever. You can drag an drop file here too.
3. Salesforce administrator can import upto 50,000 records at a time, Other user can import 5,000 records at a time.