Previous Topic: Bulk Loader

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How to Use the Bulk Loader

Perform the following steps to manipulate a large number of users, groups, or organizations.

  1. Create a CSV or XLS feeder file.
  2. Upload the feeder file.
  3. Configure the Loader Records Details.

    This tab allows you to specify the action and identifier fields in the feeder file.

  4. Provide the Loader Actions Mapping.

    This tab allows you to select the primary object and specify what task to execute for the action on an object.

  5. Provide the Loader Notification Details.

    This tab allows you to select users to certify Bulk Loader task changes.

  6. View and modify the progress of the Bulk Loader task from View Submitted Tasks under the System tab.

Note the following: