Data Import Wizard

Last Updated on November 12, 2017 by Rakesh Gupta

Data Import Wizard

In Salesforce Spring’14 release Salesforce introduce 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 wizard also lets you import data for custom objects.You don’t have to pick and choose between different wizards in Setup anymore. Now you can do it all in one place. This feature available in Developer, Performance, Enterprise, Professional, Contact Manager, Group and Unlimited editions except Database.com.

Note :- The separate import wizards for accounts, contacts, leads, solutions, and custom objects are still available.

Difference between Existing Wizard and Data Import Wizard

Below are the list down major difference between existing wizard and Data Import Wizard.

Features Existing Wizard Data Import Wizard
Processing Method Direct database calls. Processing is immediate. Bulk API calls. Processing
might be delayed.
Enablement Auto enabled for all organizations Auto enabled for all organizations
Importing master/detail
relationships
Supported Not Supported
Insert new records; ignore matched records (no update) Supported in all wizards Not Supported
Update existing matched records; ignore unmatched
records (no insert)
Supported in Solutions and
Custom Objects wizards
Not Supported
CSV file validation before import Supported Not Supported

Prepare CSV file that you want to upload

Here we will update Account Name for three accounts, so I created a CSV. the file look like the below image.

CSV file for Account Update
CSV file for Account Update

How to use Data Import Wizard

To use Data Import Wizard, follow the instructions below:

1) Click on Name | Setup | Administration Setup | Data Management | Data Import Wizard.
2) Click on Launch Wizard!” button.

Launch Wizard!
Launch Wizard!

3) It will redirect you to a new page, Where you have to choose the Type of object data you want to import (In our case it’s account object). In the image, you can see the progress bar also moving as you selected the object.

Select Object
Select Object

4) Next is select “What do you want to do?“, In our case click on Update existing records” and select the matched by Salesforce ID. Take help from below Screenshot

What do you want to do
What do you want to do

5) choose a source file (You can drag and drop a file or browse ) for your data and Click on Next button.

Select Source File
Select Source File

6) Map the fields that need to be mapped, To map the field click on “Map” link, it will populate a window where you can map field (You can map one field with more than one fields). In our case mapping look like below screenshot. Once you are done with mapping click on the Next” button.

Field Mapping
Field Mapping

7) 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.

Review & Start Import
Review & Start Import

8) Once it’s successfully completed you will get, Pop up with Success message something like below screenshot.

Success Message
Success Message

Data Import Completed you will also get an Email from Salesforce with Success and failure details.

 Data Import Complete email notification
Data Import Complete email notification

9) 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.

Bulk Data Load Job
Bulk Data Load Job

Verify the outcome

To verify account name, go to Account tab and check as you want. Below is the screen shot for my case it’s updated as we used in csv file.

Updated Account Name
Updated Account Name

If you like this blog or you have a question please leave your comments, I’ll try to answer it. Thanks for your time to read my article.

19 thoughts on “Data Import Wizard

  1. 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?

  2. 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!

  3. @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 ?

    -Harshit

    1. Hi Harshit,

      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.

      Regards,
      Rakesh Gupta

    1. 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.

      1. 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!

        Thanks!

    2. @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

      1. 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?

  4. 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.

    1. 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.

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