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Using Apex Data Loader

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SummaryThe Data Loader is the application for the bulk import or export of data.
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The Data Loader is the application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. When importing data the Data Loader reads, extracts, and loads data from comma separated values (CSV) files. When exporting data, it outputs CSV files. To download the Apex Data Loader data loaderyou will need to be a System Administrator and meet the system requirements below. The Apex Data Loader is located under Setup | Data Management | Data Loader.

To use the Apex Data Loader, you need:

  • Microsoft® Windows® 7 or Windows XP

  • 120 MB free disk space

  • 256 MB available memory

  • Java JRE 1.6 or later (Windows 7 or Windows XP)

  • Sun JVM 1.6 or later (Windows 7 or Windows XP)

  • Administrator privileges on the machine

 

We will want to setup a folder structure to ensure we know where all of our files are at during the upload process. We recommend having a folder for your Source Documents, Completed Uploads, Mapping Files, and our Success &Error files.

Next: Import Accounts using Apex Data Loader

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