Upsert Salesforce Data

Upsert is a combination of Updating and Inserting. If a record in a file matches an existing record, the existing record is updated with the values in your file. The record is created as a new entity if no match is found.

The following articles describe using Single Dataloader to upsert data into Salesforce via a CSV file.

  1. Log in to your ARM account.

  2. Hover your mouse over the Dataloader module and select Dataloader.

  3. Click Upsert on the right side of the screen.

Upsert option in Dataloader UI

  1. Choose your Salesforce Org and your org environment (Production or Development Edition, Sandbox, or Pre-Release).

  2. The corresponding URL and your Username are automatically generated based on the above selection.

  3. Click Login and Fetch Objects.

Login and fetch Salesforce objects

  1. Select the object you wish to upsert data into (e.g., Account, Contact, Lead). Use the search function and filter button for convenience.

  2. Click Next.

Object selection page

  1. Upload your CSV file by clicking the Upload button.

CSV upload screen

  1. Click OK on the notification popup showing impacted records.

Notification on number of records affected

  1. Prepare field mappings: match CSV columns to Salesforce fields.

  2. Use Automap to match fields automatically if names align.

Field mapping with Automap

  1. Confirm all required fields are mapped, then click Next.

Process summary screen

Process Summary Options

  • Name: Assign a name to the job.

  • Category: Organize processes by categories (create new or use existing).

  • External ID Field: Specify unique identifier other than Salesforce ID (e.g., ERP ID).

  • Object: Displays the object being upserted.

  • Operation Type: Displays Upsert.

  • Impacted Records: Shows record count.

  • Use Bulk API: Enable for large datasets for improved throughput.

You can also schedule tasks as Daily, Weekly, or On-demand. Click Save to store and run later.

  1. The task appears in the Dataloader Summary list.

  2. Click Run to execute the task immediately.

Run Dataloader job

Dataloader Configuration Options

Configuration
Description

Use Bulk API

Optimized for large datasets; supports serial or parallel processing. Recommended to use Serial Mode if other jobs are in progress.

Batch Size

Applies if Bulk API is disabled. Based on SOAP and better for smaller datasets.

Disable workflow rules

Deactivates workflows during operation and reactivates post-process.

Disable Validation Rules

Deactivates validation rules during the process and re-enables afterward.

Insert/Update with null values

Allows null value updates in destination org.

Use UTF-8 file encoding

Required for data containing English alphabets. Disable for non-English content.

  1. Click Run to begin.

Click Run to initiate upsert job

Results Monitoring

  • Results of Last Run: Shows success/failure record count dynamically.

  • Records: Displays the total records affected.

Results of last run

More Options

More options menu

  1. Edit: Update job configuration.

  2. Abort: Stop a running job.

  3. Schedule: Set periodic execution.

  4. Delete: Remove the job.

  5. Log: View execution logs.

  6. VR/WFR: View validation/workflow rules. See Validation/ Workflow Rules.

  7. Clone: Create a copy of the process with an option to choose a different data file.

Clone a dataloader job
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