# Data Loader Configuration

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

The Data Loader 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.

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### Creating a New Data Loader 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 **Data Loader Configuration**.

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FQQqfoy7lx1xbXuV2fB8F%2Fimage.png?alt=media&#x26;token=b4e9188f-d4e7-446b-8ba0-746b8c148c90" 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="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FN1hiBGY3gqWE38z0xZUN%2Fimage.png?alt=media&#x26;token=1bb11035-61a6-46e2-b1cc-8d6bbe0fa5a4" 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="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FSz6ClhGajjU4gDnaeYtA%2Fimage.png?alt=media&#x26;token=ca26b6a6-d2e1-4e88-be85-348530f21e36" 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="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2F2rybu5BxEN2I7AaK1qir%2Fimage.png?alt=media&#x26;token=dc9bb47e-2033-477b-be1c-30710ae6a5c8" 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="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FgV5ZQkPQy76tBySxW9oO%2Fimage.png?alt=media&#x26;token=1d111234-04b4-492d-b0d1-1dfac98290f3" 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="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FEQP3jUvfHGDORdWqxzCh%2Fimage.png?alt=media&#x26;token=8d5198b8-e4a1-427d-aeac-c285d2ce8bdd" alt="Search icon to view destination record IDs"><figcaption></figcaption></figure>

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

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FDEsjozkEwCtnAdNajFl2%2Fimage.png?alt=media&#x26;token=69890276-5e3e-4136-b850-85d5f68cda8a" alt="Download icon for record ID reports"><figcaption></figcaption></figure>

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FbxBH1UTcCRBtGCp50uLf%2Fimage.png?alt=media&#x26;token=efa04a89-8719-4b7c-a782-7b05c9236e9c" alt="Job details section with object mappings and record status"><figcaption></figcaption></figure>

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FZogiyyI9rhI3HR8jmEuz%2Fimage.png?alt=media&#x26;token=9905d164-72f4-4c2c-9b6e-71e0fd44620a" alt="Detailed job execution report view"><figcaption></figcaption></figure>

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

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FGk0i1WvvaJ0IDRY2uvtV%2Fimage.png?alt=media&#x26;token=d3efc8d4-386f-4577-b03b-0906e46cc18d" 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.
