Administrating › How to Import Data in Bulk

How to Import Data in Bulk

Force.com provides a Data Loader client that you can use to import data in bulk. Use a CSV file to import the data. You must have administrator or super user privileges to download the Data Loader.

Note: The following procedure was accurate at the time it was documented. However, the Data Loader is a Force.com application, and changes made to the application by Force.com can render the procedure outdated.

Follow these steps:

1. Click Setup in the header.

   The Salesforce.com Setup page appears.

2. Click Data Management in the Administration Setup menu.

   The Data Management page appears.

3. In the Data Management section, click Download the Data Loader.
4. Install the data loader.
5. Start the data loader and click Cancel to close the welcome page.
6. Click Settings and select Settings.

   The Settings window appears.

7. Provide the following information and click OK:

   Server URL

   https://login.salesforce.com

   Proxy host

   Your company proxy details

   Proxy port

   Your company proxy port

   Proxy username

   Your company proxy username

   Proxy password

   Your company proxy password

8. Log in with your user name and password.

Note: To obtain the ID for the reference objects or the display ID in the detail pages, export the object and look at the ID column.