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Salesforce.com: Winter '11
Data Loader Developer's Guide
Last updated: November 27, 2010
©
Copyright 2000-2010 salesforce.com, inc. All rights reserved. Salesforce.com is a registered trademark of salesforce.com, inc., as are other
names and marks. Other marks appearing herein may be trademarks of their respective owners.
Table of Contents
Data Loader.........................................................................................................................................1
Data Loader Overview..............................................................................................................................................................1
When to Use the Data Loader..................................................................................................................................................2
Installing and Configuring the Data Loader.............................................................................................................................3
Using Data Loader....................................................................................................................................................................9
Running Batch Processes........................................................................................................................................................18
Data Loader Third-Party Licenses..........................................................................................................................................35
Index...................................................................................................................................................................................................37
i
Table of Contents
ii
Table of Contents
Data Loader Overview
Available in: Enterprise, Unlimited, and Developer Editions
The Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export
Salesforce.com records.
When importing data, the Data Loader reads, extracts, and loads data from comma separated values (CSV) files or from a
database connection. When exporting data, it outputs CSV files.
Note: If commas are not appropriate for your locale, use a tab or other delimiter.
You can use Data Loader interactively through its user interface, or set up automated batch processes launched from the
command line. When you use the user interface, you work interactively to specify the configuration parameters, CSV files
used for import and export, and the field mappings that map the field names in your import file with the field names in
Salesforce.com. When you set up batch processes through the command line, you specify the configuration, data sources,
mappings, and actions in files used for automated processing.
The Data Loader offers the following key features:
•
An easy-to-use wizard interface for interactive use
•
An alternate command line interface for automated batch operations
•
Support for large files with up to 5 million records
•
Drag-and-drop field mapping
•
Support for all objects, including custom objects
•
Detailed success and error log files in CSV format
•
A built-in CSV file viewer
•
Support for Windows 7 and Windows XP
In addition, an open source version of Data Loader is available here.
Note: If you are currently using Windows 2000, we encourage you to use Data Loader on Windows 7 instead.
To get started, see the following topics:
•
When to Use the Data Loader
•
Installing the Data Loader
DATA LOADER
1
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