# DataLoader Configuration

### DataLoader Configuration: Overview <a href="#dataloader-configuration-overview" id="dataloader-configuration-overview"></a>

The DataLoader module in ARM is key to migrating data between Salesforce orgs. To prevent duplicate record creation during migration, ARM supports data synchronization using an **external ID**. This ensures consistent, reliable data movement between source and destination environments.

***

### Creating a New DataLoader Configuration <a href="#creating-a-new-dataloader-configuration" id="creating-a-new-dataloader-configuration"></a>

1. Log in to your **ARM** account.
2. Navigate to the **DataLoader** module and select **DataLoader Configuration**.

<figure><img src="/files/3v9LXKVqWbyXGohz3kEQ" alt="Navigation menu showing Data Loader Configuration option" width="341"><figcaption></figcaption></figure>

3. Click on **New Configuration** to begin creating a data migration setup.

<figure><img src="/files/kJvnnzgThen0wJRTruGY" alt="New Configuration button in Data Loader Configuration screen"><figcaption></figcaption></figure>

4. On the configuration screen:
   * Enter a **Name** for the process.
   * Choose the **Source Org** and **Destination Org**.
   * Click **Login and Fetch Objects** to retrieve all source org objects.

<figure><img src="/files/zsRpNlbWE7CqxeCxKMxJ" alt="Screen showing source and destination org selection"><figcaption></figcaption></figure>

5. Select the required **Objects** and their corresponding **Fields**. Use the **search filter** for quick lookup.

<figure><img src="/files/na2RSJdYUqXZJJ2Ld4hx" alt="Object and field selection interface with search filter"><figcaption></figcaption></figure>

6. Click **Save** to store the configuration or **Save and Run** to execute the job immediately.

<figure><img src="/files/JIL9tgf55CaPIZxPCIIu" alt="Save and Save and Run options for Data Loader jobs"><figcaption></figcaption></figure>

7. In the **Job Details** section:
   * View the configured objects and field mappings.
   * See success/failure status for each record.
   * Use the **Search** icon to locate record IDs:

<figure><img src="/files/MyzLb22Hn6iqWjkt1GwQ" alt="Search icon to view destination record IDs"><figcaption></figcaption></figure>

* Use the **Download** icon to export success/failure record logs:

<figure><img src="/files/8gl2IZnlokLjglgSpIAM" alt="Download icon for record ID reports"><figcaption></figcaption></figure>

<figure><img src="/files/WKjsZVAtZ33gsbBt0lwS" alt="Job details section with object mappings and record status"><figcaption></figcaption></figure>

<figure><img src="/files/vFtPExq6g2QQW8rURPy9" alt="Detailed job execution report view"><figcaption></figcaption></figure>

***

#### More Options <a href="#more-options" id="more-options"></a>

<figure><img src="/files/VNcbhWhVJ9kURDOEOIUH" alt="Action menu with edit, delete, clone, and log options"><figcaption></figcaption></figure>

1. **Edit:** Modify the configuration settings.
2. **Delete:** Remove the configuration.
3. **Clone:** Duplicate the configuration for reuse.
4. **Log:** Access detailed execution logs.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://knowledgebase.autorabit.com/product-guides/arm/arm-features/dataloader/dataloader-configuration.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.