Preparing the CSV file for ARM Data Loader
When creating the CSV file, you will have to take into the following considerations:
File format and general recommendations
ARM Data Loader accepts CSV (comma separated values) files. Use a spreadsheet program such as Microsoft Excel to create your CSV file.
The file must be UTF-8 encoded
Make sure you don't have any duplicated or empty headers.
Ensure you do not have any empty columns or any columns with the same header names as this can cause field mapping issues.
Ensure you have a column header and rows of data populated for all system required fields such as Account Name or Contact Last Name
Try to name your column headers with the same names as your Salesforce ID fields to make mapping easier.
In your Excel file, prior to saving it as a CSV, leverage conditional formatting functionality to highlight cells with duplicate values in columns that should not have duplicates
Keep your files at a maximum size of 10MB.
When dealing with files that are larger than 200 rows, pick the Use Bulk API option in the Run Configuration dialog box. This will give you optimum performance for large files.
Data Loader does not allow importing multiple columns into one field in Salesforce. You will need to concatenate these fields before uploading.
Field type format supported
ID Field
Case-sensitive 15-character alphanumeric string that uniquely identifies a particular record (ex. 003D000000yUbCD)
Number
Can only contain numbers and decimal spaces. ARM Data Loader will not accept text in number fields.
Text
Can support all characters.
Currency
Can only contain numbers and decimal spaces.
Remove all currency symbols and commas from the number and currency columns.
Date
Must be in the format: MM-DD-YYYY or YYYY-MM-DD. Please see the Salesforce Help Topic “Data Loader Date Values” for other options.
Date/Time
Must be in the format: MM-DD-YYYYThh:mm:ss-hh:mm or YYYY-MM-DDThh:mm:ss-hh:mm.
Email
Must contain @ sign and dot some type of text at the end (.com, .uk, .org, etc.).
Checkbox
Must contain TRUE or FALSE / 1 or 0 values.
Zip Code
If you’re working with Zip Code data that has leading zeros, Excel will remove these zeros. Leverage the Zip Code cell format to put them back. Remember, you will need to do this formatting again if you convert from Excel to CSV.
RecordTypeID
ID used to designate the record type.
Lookup Fields
Must contain record ID from an existing record in ARM.
Sample CSV file
The following CSV sample includes 11 records for the Account object. Each record contains six fields. You can include any field for an object that you're processing. If you use this file to update existing accounts, any fields that aren't defined in the CSV file are ignored during the update.
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