Version 29.

0: Winter 14

Data Loader Guide

Last updated: January 4, 2014

Copyright 20002013 salesforce.com, inc. All rights reserved. Salesforce.com is a registered trademark of salesforce.com, inc., as are other

names and marks. Other marks appearing herein may be trademarks of their respective owners.

Table of Contents

Table of Contents
Chapter 1: Data Loader Overview.........................................................................................................1 Chapter 2: When to Use Data Loader....................................................................................................2
Installing Data Loader..............................................................................................................................................................3 Configuring Data Loader..........................................................................................................................................................4 Data Loader Behavior with Bulk API Enabled.............................................................................................................6 Configuring the Data Loader to Use the Bulk API......................................................................................................7 Uninstalling the Data Loader....................................................................................................................................................7

Chapter 3: Using Data Loader...............................................................................................................8

Data Types Supported by Data Loader.....................................................................................................................................9 Exporting Data........................................................................................................................................................................10 Defining Field Mappings........................................................................................................................................................12 Inserting, Updating, or Deleting Data Using Data Loader.....................................................................................................12 Performing Mass Updates...........................................................................................................................................13 Performing Mass Deletes............................................................................................................................................14 Uploading Attachments..........................................................................................................................................................14 Uploading Content with the Data Loader..............................................................................................................................14 Reviewing Output Files...........................................................................................................................................................16 Troubleshooting Data Loader Operations..............................................................................................................................16

Chapter 4: Running in Batch Mode.....................................................................................................18

Understanding Installed Directories and Files........................................................................................................................19 Encrypting From the Command Line....................................................................................................................................19 Upgrading Your Batch Mode Interface...................................................................................................................................20 Using the Command Line Interface........................................................................................................................................20 Configuring Batch Processes...................................................................................................................................................21 Data Loader Process Configuration Parameters.....................................................................................................................21 Data Loader Command Line Operations...............................................................................................................................29 Configuring Database Access..................................................................................................................................................29 Spring Framework Overview.......................................................................................................................................31 Data Access Objects....................................................................................................................................................31 SQL Configuration.....................................................................................................................................................31 Mapping Columns..................................................................................................................................................................33 Running Individual Batch Processes.......................................................................................................................................34

Chapter 5: Command Line Quick Start...............................................................................................36

Introduction............................................................................................................................................................................37 Prerequisites............................................................................................................................................................................37 Step One: Create the Encryption Key.....................................................................................................................................37 Step Two: Create the Encrypted Password.............................................................................................................................38 Step Three: Create the Field Mapping File............................................................................................................................39 Step Four: Create the Configuration File................................................................................................................................39 Step Five: Import the Data......................................................................................................................................................41 i

Table of Contents

Appendix A: Data Loader Third-Party Licenses...................................................................................42 Index.................................................................................................................................................43

ii

Chapter 1
Data Loader Overview
Available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. When importing data, Data Loader reads, extracts, and loads data from comma separated values (CSV) files or from a database connection. When exporting data, it outputs CSV files. Note: If commas are not appropriate for your locale, use a tab or other delimiter.

You can use Data Loader in two different ways: User interfaceWhen you use the user interface, you work interactively to specify the configuration parameters, CSV files used for import and export, and the field mappings that map the field names in your import file with the field names in Salesforce. Command lineWhen you use the command line, you specify the configuration, data sources, mappings, and actions in files. This enables you to set up Data Loader for automated processing.

Data Loader offers the following key features: An easy-to-use wizard interface for interactive use An alternate command line interface for automated batch operations Support for large files with up to 5 million records Drag-and-drop field mapping Support for all objects, including custom objects Can be used to process data in both Salesforce and Database.com Detailed success and error log files in CSV format A built-in CSV file viewer Support for Windows 7

To get started, see the following topics: When to Use Data Loader Installing Data Loader Note: In previous versions, Data Loader has been known as AppExchange Data Loader and Sforce Data Loader.

Chapter 2
When to Use Data Loader
In this chapter ... Installing Data Loader Configuring Data Loader Uninstalling the Data Loader
Available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions Data Loader complements the web-based import wizards that are accessible from the Setup menu in the online application. Refer to the following guidelines to determine which method best suits your business needs:

Use Data Loader when:

You need to load 50,000 to 5,000,000 records. Data Loader is supported for loads of up to 5 million records. If you need to load more than 5 million records, we recommend you work with a salesforce.com partner or visit the App Exchange for a suitable partner product. You need to load into an object that is not yet supported by the import wizards. You want to schedule regular data loads, such as nightly imports. You want to export your data for backup purposes.

Use the import wizards when:

You are loading less than 50,000 records. The object you need to import is supported by import wizards. To see what import wizards are available and thus what objects they support, from Setup, click Data Management. You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.

For more information about the import wizards, see Importing Overview in the Salesforce Help.

When to Use Data Loader

Installing Data Loader

Installing Data Loader

User Permissions Needed To access the page to download Data Loader: To use Data Loader: Modify All Data The appropriate user permission for the operation you are doing, for example, Create on accounts to insert new accounts

System Requirements
To use Data Loader, you need: Microsoft Windows 7 or Windows XP 120 MB free disk space 256 MB available memory Java JRE 1.6 or later (Windows 7 or Windows XP) Sun JVM 1.6 or later (Windows 7 or Windows XP) Administrator privileges on the machine

Installation Procedure
Warning: Over time, multiple versions of the Data Loader client application have been available for download. Different versions have different entries in the Add or Remove Programs dialog in your Windows Control Panel. Some versions were released with earlier product names such as AppExchange Data Loader or Sforce Data Loader. You can run different versions at the same time on one computer. However, do not install multiple copies of the same version. The latest version is always available in Salesforce. If you have previously installed the latest version and want to install it again, first remove it from your computer by using the Add or Remove Programs dialog in Windows Control Panel. 1. In the application, from Setup, click Data Management > Data Loader. 2. Click Download the Data Loader and save the installer to your PC. If you're prompted to run or save the file, click Run. If you're then prompted to allow the program to make changes to the computer, click Yes. 3. Double-click the downloaded file to launch the InstallShield wizard. 4. Click Next. 5. Accept the license agreement and click Next. 6. Accept the default installation directory, or click Change... to choose another directory. Click Next. 7. Click Install. 8. Click Finish. 9. To start Data Loader, double-click the Data Loader icon on your desktop, or choose Start > All Programs > salesforce.com > Apex Data Loader > Apex Data Loader. Tip: If you experience login issues in the command line interface after upgrading to a new version of Data Loader, please try re-encrypting your password to solve the problem. For information on the password encryption utility, see Encrypting From the Command Line on page 19. If you want to download the source code and make changes, an open source version of Data Loader is available at https://github.com/forcedotcom/dataloader.

When to Use Data Loader

Configuring Data Loader

Login Considerations
If your organization restricts IP addresses, logins from untrusted IPs are blocked until theyre activated. Salesforce automatically sends you an activation email that you can use to log in. The email contains a security token that you must add to the end of your password. For example, if your password is mypassword, and your security token is XXXXXXXXXX, you must enter mypasswordXXXXXXXXXX to log in.

Configuring Data Loader

Use the Settings menu to change the default operation settings of Data Loader. 1. Start Data Loader by choosing Start > Programs > salesforce.com > Data Loader > Data Loader. 2. Choose Settings > Settings. 3. Edit the fields as desired: Field
Batch size

Description In a single insert, update, upsert, or delete operation, records moving to or from Salesforce are processed in increments of this size. The maximum value is 200. We recommend a value between 50 and 100. The maximum value is 10,000 if the Use Bulk API option is selected.

Insert null values

Select this option to insert blank mapped values as null values during data operations. Note that when you are updating records, this option instructs Data Loader to overwrite any existing data in mapped fields. This option is not available if the Use Bulk API option is selected. Empty field values are ignored when you update records using the Bulk API. To set a field value to null when the Use Bulk API option is selected, use a field value of #N/A.

Assignment rule

Specify the ID of the assignment rule to use for inserts, updates, and upserts. This option applies to inserts, updates, and upserts on cases and leads. It also applies to updates on accounts if your organization has territory assignment rules on accounts. The assignment rule overrides Owner values in your CSV file. Enter the URL of the Salesforce server with which you want to communicate. For example, if you are loading data into a sandbox, change the URL to https://test.salesforce.com. By default, Salesforce resets the URL after login to the one specified in Server host. To turn off this automatic reset, disable this option. Compression enhances the performance of Data Loader and is turned on by default. You may want to disable compression

Server host

Reset URL on Login

Compression

When to Use Data Loader

Configuring Data Loader

Field

Description if you need to debug the underlying SOAP messages. To turn off compression, enable this option.

Timeout

Specify how many seconds Data Loader waits to receive a response back from the server before returning an error for the request. In a single export or query operation, records are returned from Salesforce in increments of this size. The maximum value is 2,000 records. Larger values may improve performance but use more memory on the client. Select this option to generate success and error files when exporting data. Select this option to force files to open in UTF-8 encoding, even if they were saved in a different format. Select this option to force files to be written in UTF-8 encoding. Select this option to support the date formats dd/MM/yyyy and dd/MM/yyyy HH:mm:ss. Select this option to truncate data in the following types of fields when loading that data into Salesforce: Email, Multi-select Picklist, Phone, Picklist, Text, and Text (Encrypted). In Data Loader versions 14.0 and earlier, values for fields of those types are truncated by Data Loader if they are too large. In Data Loader version 15.0 and later, the load operation fails if a value is specified that is too large. Selecting this option allows you to specify that the previous behavior, truncation, be used instead of the new behavior in Data Loader versions 15.0 and later. This option is selected by default and has no effect in versions 14.0 and earlier. This option is not available if the Use Bulk API option is selected. In that case, the load operation fails for the row if a value is specified that is too large for the field.

Query request size

Generate status files for exports

Read all CSVs with UTF-8 encoding

Write all CSVs with UTF-8 encoding

Use European date format

Allow field truncation

Use Bulk API

Select this option to use the Bulk API to insert, update, upsert, delete, and hard delete records. The Bulk API is optimized to load or delete a large number of records asynchronously. Its faster than the default SOAP-based API due to parallel processing and fewer network round-trips. Warning: When you select the Hard Delete operation, the deleted records are not stored in the Recycle Bin. Instead, they become immediately eligible for deletion.

When to Use Data Loader

Data Loader Behavior with Bulk API Enabled

Field
Enable serial mode for Bulk API

Description Select this option to use serial instead of parallel processing for Bulk API. Processing in parallel can cause database contention. When this is severe, the load may fail. Using serial mode guarantees that batches are processed one at a time. Note that using this option may significantly increase the processing time for a load. This option is only available if the Use Bulk API option is selected.

Upload Bulk API Batch as Zip File

Select this option to use Bulk API to upload zip files containing binary attachments, such as Attachment records or Salesforce CRM Content. This option is only available if the Use Bulk API option is selected.

Time Zone

Select this option to specify a default time zone. If a date value does not include a time zone, this value is used. If no value is specified, the time zone of the computer where Data Loader is installed is used. If an incorrect value is entered, GMT is used as the time zone and this fact is noted in the Data Loader log.

Valid values are any time zone identifier which can be passed to the Java getTimeZone(java.lang.String) method. The value can be a full name such as America/Los_Angeles, or a custom ID such as GMT-8:00.
Proxy host Proxy port Proxy username Proxy password Proxy NTLM domain

The host name of the proxy server, if applicable. The proxy server port. The username for proxy server authentication. The password for proxy server authentication. The name of the Windows domain used for NTLM authentication. If your last operation failed, you can use this setting to begin where the last successful operation finished.

Start at row

4. Click OK to save your settings.

Data Loader Behavior with Bulk API Enabled

Enabling the Bulk API in Data Loader allows you to load or delete a large number of records faster than using the default SOAP-based API. However, there are some differences in behavior in Data Loader when you enable the Bulk API. One

When to Use Data Loader

Configuring the Data Loader to Use the Bulk API

important difference is that it allows you to execute a hard delete if you have the permission and license. See Configuring Data Loader on page 4. The following settings are not available on the Settings > Settings page in Data Loader when the Use Bulk API option is selected:
Insert null values

This option enables Data Loader to insert blank mapped values as null values during data operations when the Bulk API is disabled. Empty field values are ignored when you update records using the Bulk API. To set a field value to null when the Use Bulk API option is selected, use a field value of #N/A.
Allow field truncation

This option directs Data Loader to truncate data for certain field types when the Bulk API is disabled. A load operation fails for the row if a value is specified that is too large for the field when the Use Bulk API option is selected.

Configuring the Data Loader to Use the Bulk API

The Bulk API is optimized to load or delete a large number of records asynchronously. It is faster than the SOAP-based API due to parallel processing and fewer network round-trips. By default, Data Loader uses the SOAP-based API to process records. To configure Data Loader to use the Bulk API for inserting, updating, upserting, deleting, and hard deleting records: 1. 2. 3. 4. Start Data Loader by choosing Start > Programs > salesforce.com > Data Loader > Data Loader. Choose Settings > Settings. Select the Use Bulk API option. Click OK. Note: You can also select the Enable serial mode for Bulk API option. Processing in parallel can cause database contention. When this is severe, the load may fail. Using serial mode guarantees that batches are processed one at a time. Note that using this option may significantly increase the processing time for a load. Caution: When you select the Hard Delete operation, the deleted records are not stored in the Recycle Bin. Instead, they become immediately eligible for deletion.

Uninstalling the Data Loader

To uninstall the Data Loader client application: 1. Go to Start > Control Panel > Add or Remove Programs. 2. Select the Data Loader program. 3. Click Remove. The uninstaller removes the program from your computer.

Chapter 3
Using Data Loader
In this chapter ... Data Types Supported by Data Loader Exporting Data Defining Field Mappings Inserting, Updating, or Deleting Data Using Data Loader Uploading Attachments Uploading Content with the Data Loader Reviewing Output Files Troubleshooting Data Loader Operations
Available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions Using Data Loader, you can perform various operations which include exporting data, defining field mappings, inserting, updating, and deleting data, performing mass updates and mass deletes, uploading attachments and content, and reviewing output files.

Using Data Loader

Data Types Supported by Data Loader

Data Types Supported by Data Loader

Data Loader supports the following data types: Base64 String path to file (converts the file to a base64encoded array). Base64 fields are only used to insert or update attachments and Salesforce CRM Content. For more information, see Uploading Attachments on page 14 and Uploading Content with the Data Loader on page 14. Boolean True values (case insensitive) = yes, y, true, on, 1 False values (case insensitive) = no, n, false, off, 0

Date Formats We recommend you specify dates in the format yyyy-MM-ddTHH:mm:ss.SSS+/-HHmm:

yyyy is the four-digit year MM is the two-digit month (01-12) dd is the two-digit day (01-31) HH is the two-digit hour (00-23) mm is the two-digit minute (00-59) ss is the two-digit seconds (00-59) SSS is the three-digit milliseconds (000-999) +/-HHmm is the Zulu (UTC) time zone offset

The following date formats are also supported:

yyyy-MM-dd'T'HH:mm:ss.SSS'Z' yyyy-MM-dd'T'HH:mm:ss.SSS Pacific Standard Time yyyy-MM-dd'T'HH:mm:ss.SSSPacific Standard Time yyyy-MM-dd'T'HH:mm:ss.SSS PST yyyy-MM-dd'T'HH:mm:ss.SSSPST yyyy-MM-dd'T'HH:mm:ss.SSS GMT-08:00 yyyy-MM-dd'T'HH:mm:ss.SSSGMT-08:00 yyyy-MM-dd'T'HH:mm:ss.SSS -800 yyyy-MM-dd'T'HH:mm:ss.SSS-800 yyyy-MM-dd'T'HH:mm:ss yyyy-MM-dd HH:mm:ss yyyyMMdd'T'HH:mm:ss yyyy-MM-dd MM/dd/yyyy HH:mm:ss MM/dd/yyyy yyyyMMdd

Note the following tips for date formats: To enable date formats that begin with the day rather than the month, select the Use European date format box in the Settings dialog. European date formats are dd/MM/yyyy and dd/MM/yyyy HH:mm:ss.

Using Data Loader

Exporting Data

If your computer's locale is east of Greenwich Mean Time (GMT), we recommend that you change your computer setting to GMT in order to avoid date adjustments when inserting or updating records. Only dates within a certain range are valid. The earliest valid date is 1700-01-01T00:00:00Z GMT, or just after midnight on January 1, 1700. The latest valid date is 4000-12-31T00:00:00Z GMT, or just after midnight on December 31, 4000. These values are offset by your time zone. For example, in the Pacific time zone, the earliest valid date is 1699-12-31T16:00:00, or 4:00 PM on December 31, 1699.

Double Standard double string ID A Salesforce ID is a case-sensitive 15-character or caseinsensitive 18-character alphanumeric string that uniquely identifies a particular record. Tip: To ensure data quality, make sure that all Salesforce IDs you enter in Data Loader are in the correct case.

Integer Standard integer string String All valid XML strings; invalid XML characters are removed.

Exporting Data
User Permissions Needed To export records: To export all records: Read on the records Read on the records

You can use the Data Loader export wizard to extract data from any Salesforce object. When you export, you can choose to include (Export All) or exclude (Export) soft-deleted records. 1. Start the Data Loader by choosing Start > Programs > salesforce.com > Data Loader > Data Loader. 2. Click Export or Export All . These commands can also be found in the File menu. 3. Enter your Salesforce username and password. Click Log in to log in. After your login completes successfully, click Next. (Until you log out or close the program, you will not be asked to log in again.) If your organization restricts IP addresses, logins from untrusted IPs are blocked until theyre activated. Salesforce automatically sends you an activation email that you can use to log in. The email contains a security token that you must add to the end of your password. For example, if your password is mypassword, and your security token is XXXXXXXXXX, you must enter mypasswordXXXXXXXXXX to log in. 4. Choose an object. For example, select the Account object. If your object name does not display in the default list, check Show all objects to see a complete list of objects that you can access. The objects will be listed by localized label name, with developer name noted in parentheses. For object descriptions, see the SOAP API Developer's Guide. 5. Click Browse... to select the CSV file to which the data will be exported. You can enter a new file name to create a new file or choose an existing file.

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Using Data Loader

Exporting Data

If you select an existing file, the contents of that file are replaced. Click Yes to confirm this action, or click No to choose another file. 6. Click Next. 7. Create a SOQL query for the data export. For example, check Id and Name in the query fields and click Finish. As you follow the next steps, you will see that the CSV viewer displays all the Account names and their IDs. SOQL is the Salesforce Object Query Language that allows you to construct simple but powerful query strings. Similar to the SELECT command in SQL, SOQL allows you to specify the source object, a list of fields to retrieve, and conditions for selecting rows in the source object. a. Choose the fields you want to export. b. Optionally, select conditions to filter your data set. If you do not select any conditions, all the data to which you have read access will be returned. c. Review the generated query and edit if necessary. Tip: You can use a SOQL relationship query to include fields from a related object. For example:
Select Name, Pricebook2Id, Pricebook2.Name, Product2Id, Product2.ProductCode FROM PricebookEntry WHERE IsActive = true

Or:
Select Id, LastName, Account.Name FROM Contact

When using relationship queries in Data Loader, the fully specified field names are case-sensitive. For example, using ACCOUNT.NAME instead of Account.Name does not work. Data Loader doesnt support nested queries or querying child objects. For example, queries similar to the following return an error:
SELECT Amount, Id, Name, (SELECT Quantity, ListPrice, PriceBookEntry.UnitPrice, PricebookEntry.Name, PricebookEntry.product2.Family FROM OpportunityLineItems) FROM Opportunity

Also, Data Loader doesnt support queries that make use of polymorphic relationships. For example, the following query results in an error:
SELECT Id, Owner.Name, Owner.Type, Owner.Id, Subject FROM Case

For more information on SOQL, see the Force.com SOQL and SOSL Reference. 8. Click Finish, then click Yes to confirm. 9. A progress information window reports the status of the operation. 10. After the operation completes, a confirmation window summarizes your results. Click View Extraction to view the CSV file, or click OK to close. For more details, see Reviewing Output Files on page 16. Note: Data Loader currently does not support the extraction of attachments. As a workaround, we recommend that you use the weekly export feature in the online application to export attachments.

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Using Data Loader

Defining Field Mappings

Defining Field Mappings

Whenever you insert, delete, or update files, use the Mapping Dialog window to associate Salesforce fields with the columns of your CSV file. For more information, see Inserting, Updating, or Deleting Data Using Data Loader on page 12. 1. To automatically match fields with columns, click Auto-Match Fields to Columns. The Data Loader automatically populates the list at the bottom of the window, based on the similarity of field and column names. Note that for a delete operation, automatic matching works only on the ID field. 2. To manually match fields with columns, click and drag fields from the list of Salesforce fields at the top to the list of CSV column header names at the bottom. For example, if you are inserting new Account records where your CSV file contains the names of new accounts, click and drag the Name field to the right of the NAME column header field. 3. Optionally, click Save Mapping to save this mapping for future use. Specify a name for the SDL mapping file. If you select an existing file, the contents of that file are replaced. Click Yes to confirm this action, or click No to choose another file. 4. Click OK to use your mapping for the current operation.

Inserting, Updating, or Deleting Data Using Data Loader

User Permissions Needed To insert records: To update records: To upsert records: To delete records: To hard delete records Create on the record Edit on the record Create or Edit on the record Delete on the record Delete on the record

The insert, update, upsert, delete, and hard delete wizards in Data Loader allow you to add new records, modify existing records, or delete existing records. Note that upsert is a combination of inserting and updating. If a record in your file matches an existing record, the existing record is updated with the values in your file. If no match is found, then the record is created as new. When you hard delete records, the deleted records are not stored in the Recycle Bin and become immediately eligible for deletion. For more information, see Configuring Data Loader on page 4. 1. Start Data Loader by choosing Start > Programs > salesforce.com > Data Loader > Data Loader. 2. Click Insert, Update, Upsert, Delete or Hard Delete. These commands can also be found in the File menu. 3. Enter your Salesforce username and password. Click Log in to log in. After your login completes successfully, click Next. (Until you log out or close the program, you are not asked to log in again.) If your organization restricts IP addresses, logins from untrusted IPs are blocked until theyre activated. Salesforce automatically sends you an activation email that you can use to log in. The email contains a security token that you must add to the end of your password. For example, if your password is mypassword, and your security token is XXXXXXXXXX, you must enter mypasswordXXXXXXXXXX to log in. 4. Choose an object. For example, if you are inserting Account records, select Account. If your object name does not display in the default list, check Show all objects to see a complete list of the objects that you can access. The objects are listed by localized label name, with developer name noted in parentheses. For object descriptions, see the Object Reference for Salesforce and Force.com .

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Using Data Loader

Performing Mass Updates

5. Click Browse... to select your CSV file. For example, if you are inserting Account records, you could specify a CSV file named insertaccounts.csv containing a Name column for the names of the new accounts. 6. Click Next. After the object and CSV file are initialized, click OK. 7. If you are performing an upsert: a. Your CSV file must contain a column of ID values for matching against existing records. The column may be either an external ID (a custom field with the External ID attribute), or Id (the Salesforce record ID). From the drop-down list, select which field to use for matching. If the object has no external ID fields, Id is automatically used. Click Next to continue. b. If your file includes the external IDs of an object that has a relationship to your chosen object, enable that external ID for record matching by selecting its name from the drop-down list. If you make no selection here, you can use the related object's Id field for matching by mapping it in the next step. Click Next to continue. 8. Define how the columns in your CSV file map to Salesforce fields. Click Choose an Existing Map to select an existing field mapping, or click Create or Edit a Map to create a new map or modify an existing map. For more details and an example of usage, see Defining Field Mappings on page 12. 9. Click Next. 10. For every operation, the Data Loader generates two unique CSV log files; one file name starts with success, while the other starts with error. Click Browse... to specify a directory for these files. 11. Click Finish to perform the operation, and then click Yes to confirm. 12. As the operation proceeds, a progress information window reports the status of the data movement. 13. After the operation completes, a confirmation window summarizes your results. Click View Successes to view your success file, click View Errors to open your errors file, or click OK to close. For more information, see Reviewing Output Files on page 16. Tip: If you are updating or deleting large amounts of data, review Performing Mass Updates and Performing Mass Deletes for tips and best practices. There is a five-minute limit to process 100 records when the Bulk API is enabled. Also, if it takes longer than 10 minutes to process a file, the Bulk API places the remainder of the file back in the queue for later processing. If the Bulk API continues to exceed the 10-minute limit on subsequent attempts, the file is placed back in the queue and reprocessed up to 10 times before the operation is permanently marked as failed. Even if the processing failed, some records could have completed successfully, so you must check the results. If you get a timeout error when loading a file, split your file into smaller files, and try again.

Performing Mass Updates

To update a large number of records at one time, we recommend the following steps: 1. Obtain your data by performing an export of the objects you wish to update, or by running a report. Make sure your report includes the record ID. 2. As a backup measure, save an extra copy of the generated CSV file. 3. Open your working file in a CSV editor such as Excel, and update your data. 4. Launch Data Loader and follow the update wizard. Note that matching is done according to record ID. See Inserting, Updating, or Deleting Data Using Data Loader on page 12. 5. After the operation, review your success and error log files. See Reviewing Output Files on page 16. 6. If you made a mistake, use the backup file to update the records to their previous values.

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Using Data Loader

Performing Mass Deletes

Performing Mass Deletes

To delete a large number of records at one time using Data Loader, we recommend the following steps: 1. As a backup measure, export the records you wish to delete, being sure to select all fields. (See Exporting Data on page 10.) Save an extra copy of the generated CSV file. 2. Next, export the records you wish to delete, this time using only the record ID as the desired criterion. 3. Launch the Data Loader and follow the delete or hard delete wizard. Map only the ID column. See Inserting, Updating, or Deleting Data Using Data Loader on page 12. 4. After the operation, review your success and error log files. See Reviewing Output Files on page 16.

Uploading Attachments
You can use Data Loader to upload attachments to Salesforce. Before uploading attachments, note the following: If you intend to upload via the Bulk API, verify that Upload Bulk API Batch as Zip File on the Settings > Settings page is enabled. If you are migrating attachments from a source Salesforce organization to a target Salesforce organization, begin by requesting a data export for the source organization. On the Schedule Export page, make sure to select the Include Attachments... checkbox, which causes the file Attachment.csv to be included in your export. You can use this CSV file to upload the attachments. For more information on the export service, see Exporting Backup Data in the Salesforce Help.

To upload attachments: 1. Confirm that the CSV file you intend to use for attachment importing contains the following required columns (each column represents a Salesforce field):
ParentId - the Salesforce ID of the parent record. Name - the name of the attachment file, such as myattachment.jpg. Body - the absolute path to the attachment on your local drive.

Ensure that the values in the Body column contain the full file name of the attachments as they exist on your computer. For example, if an attachment named myattachment.jpg is located on your computer at C:\Export, Body must specify C:\Export\myattachment.jpg. Your CSV file might look like this:
ParentId,Name,Body 50030000000VDowAAG,attachment1.jpg,C:\Export\attachment1.gif 701300000000iNHAAY,attachment2.doc,C:\Export\files\attachment2.doc

The CSV file can also include other optional Attachment fields, such as Description. 2. Proceed with an insert or upsert operation; see Inserting, Updating, or Deleting Data Using Data Loader on page 12. At the Select data objects step, make sure to select the Show all Salesforce objects checkbox and the Attachment object name in the list.

Uploading Content with the Data Loader

You can use Data Loader to bulk upload documents and links into libraries in Salesforce CRM Content. Before uploading documents or links, note the following:

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Using Data Loader

Uploading Content with the Data Loader

If you intend to upload via the Bulk API, verify that Upload Bulk API Batch as Zip File on the Settings > Settings page is enabled. When you upload a document from your local drive using Data Loader, you must specify the actual path in the VersionData and PathOnClient fields in the CSV file. VersionData identifies the location and extracts the format and PathOnClient identifies the type of document being uploaded. When you upload a link using the Data Loader, you must specify the URL in ContentUrl. Do not use PathOnClient or VersionData to upload links. You can't export content using the Data Loader.

1. Create a CSV file with the following fields:

Title - file name. Description - (optional) file or link description.

Note: If there are commas in the description, use double quotes around the text.

VersionData - complete file path on your local drive (for uploading documents only).

Note: Files are converted to base64 encoding on upload. This adds approximately 30% to the file size.

PathOnClient - complete file path on your local drive (for uploading documents only). ContentUrl - URL (for uploading links only). OwnerId - (optional) file owner, defaults to the user uploading the file. FirstPublishLocationId - library ID. RecordTypeId - content type ID.

Note: If you publish to a library that has restricted content types, you must specify RecordTypeId.

To determine the RecordTypeId values for your organization using Data Loader, follow the steps in Exporting Data. Your SOQL query might look like this:
Select Id, Name FROM RecordType WHERE SobjectType = 'ContentVersion'

To determine the RecordTypeId values for your organization using the AJAX Toolkit: a. Log in to Salesforce. b. Enter this URL in your browser:
http://instanceName.salesforce.com/soap/ajax/29.0/debugshell.html. Enter the instanceName, such as na1, for your organization. You can see the instanceName in the URL field of your browser after logging

in to Salesforce. c. In the AJAX Toolkit Shell page type:

sforce.connection.describeSObject("ContentVersion")

d. Press Enter. e. Click on the arrows for recordTypeInfos. All of the RecordTypeId values for your organization are listed.

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Using Data Loader

Reviewing Output Files

TagsCsv - (optional) tag.

A sample CSV file is:

Title,Description,VersionData,PathOnClient,OwnerId,FirstPublishLocationId,RecordTypeId,TagsCsv testfile,"This is a test file, use for bulk upload",c:\files\testfile.pdf,c:\files\testfile.pdf,005000000000000,058700000004Cd0,012300000008o2sAQG,one

2. Upload the CSV file for the ContentVersion object; see Inserting, Updating, or Deleting Data Using Data Loader on page 12. All documents and links will be available in the specified library.

Reviewing Output Files

After every import or export, Data Loader generates two CSV output files that contain the results of the operation. One file name starts with success, while the other starts with error. During every export, Data Loader saves the extracted data to a CSV file that you specify in the wizard. Data Loader has a built-in CSV file viewer with which you can open and view these files. To view output files from a Data Loader operation: 1. Choose View > View CSV. 2. Specify the number of rows to view. Each row in the CSV file corresponds to one Salesforce record. The default is 1000. 3. To view a CSV file of your choice, click Open CSV. To view the last success file, click Open Success. To view the last error file, click Open Error. The CSV file opens in a new window. 4. Optionally, click Open in External Program to open the file in the associated external program, such as Microsoft Office Excel. The success file contains all of the records that were successfully loaded. In this file, there's a column for the newly generated record IDs. The error file contains all of the records that were rejected from the load operation. In this file, there's a column that describes why the load failed. 5. Click Close to return to the CSV Chooser window, and then click OK to exit the window. Note: To generate success files when exporting data, select the Generate status files for exports setting. For more information, see Configuring Data Loader on page 4.

Troubleshooting Data Loader Operations

If you need to investigate a problem with Data Loader, or if requested by salesforce.com Customer Support, you can access log files that track the operations and network connections made by Data Loader. The two log files are: sdl.log Contains a detailed chronological list of Data Loader log entries. Log entries marked INFO are procedural items, such as logging in to Salesforce. Log entries marked ERROR are problems such as a submitted record missing a required field. sdl_out.log A supplemental log that contains additional information not captured in sdl.log. For example, it includes log entries for the creation of proxy server network connections. These files can be opened with commonly available text editor programs, such as Microsoft Notepad.

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Using Data Loader

Troubleshooting Data Loader Operations

You can quickly open these files by entering %TEMP%\sdl.log and %TEMP%\sdl_out.log in either the Run dialog or the Windows Explorer address bar. If you are having login issues from the command line, ensure that the password provided in the configuration parameters is encrypted. If you are having login issues from the UI, you may need to obtain a new security token.

17

Chapter 4
Running in Batch Mode
In this chapter ... Understanding Installed Directories and Files Encrypting From the Command Line Upgrading Your Batch Mode Interface Using the Command Line Interface Configuring Batch Processes Data Loader Process Configuration Parameters Data Loader Command Line Operations Configuring Database Access Mapping Columns Running Individual Batch Processes
Available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions You can run Data Loader in batch mode from the command line. See the topics in this section for more information. Note: If you have used the batch mode from the command line with a version earlier than 8.0, see Upgrading Your Batch Mode Interface on page 20.

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Running in Batch Mode

Understanding Installed Directories and Files

Understanding Installed Directories and Files

In versions 8.0 and later, installing the Data Loader creates several directories under the installation directory. The following directories are involved in running the program from the command line for automated batch processing: bin Contains the batch files encrypt.bat for encrypting passwords and process.bat for running batch processes. For information on running the Data Loader from the command line, see Using the Command Line Interface on page 20. conf The default configuration directory. Contains the configuration files config.properties, Loader.class, and log-conf.xml. The config.properties file that is generated when you modify the Settings dialog in the graphical user interface is located at C:\Documents and Settings\your Windows username\Application Data\salesforce.com\Data Loader version_number. You can copy this file to the conf installation directory to use it for batch processes. samples Contains subdirectories of sample files for reference.

File Path Convention

The file paths provided in these topics start one level below the installation directory. For example, \bin means C:\Program Files \salesforce.com\Data Loader version_number\bin, provided you accepted the default installation directory. If you installed the program to a different location, please substitute that directory path as appropriate.

Encrypting From the Command Line

When running Data Loader in batch mode from the command line, you must encrypt the following configuration parameters:
sfdc.password sfdc.proxyPassword

Use the utility described below to perform encryption.

Using the Encryption Utility

Data Loader offers an encryption utility to secure passwords specified in configuration files. This utility is used to encrypt passwords, but data that you transmit using Data Loader is not encrypted. 1. Run \bin\encrypt.bat. 2. At the command line, follow the prompts provided to execute the following actions: Generate a key Key text is generated on screen from the text you provide. Carefully copy the key text to a key file, omitting any leading or trailing spaces. The key file can then be used for encryption and decryption. Encrypt text Generates an encrypted version of a password or other text. Optionally, you can provide a key file for the encryption. In the configuration file, make sure that the encrypted text is copied precisely and the key file is mentioned.

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Running in Batch Mode

Upgrading Your Batch Mode Interface

Verify encrypted text Given encrypted and decrypted versions of a password, verifies whether the encrypted password provided matches its decrypted version. A success or failure message is printed to the command line.

Upgrading Your Batch Mode Interface

The batch mode interface in Data Loader versions 8.0 and later arent backwards-compatible with earlier versions. If youre using a version earlier than 8.0 to run batch processes, your options are as follows: Maintain the old version for batch use Do not uninstall your old version of Data Loader. Continue to use that version for batch processes. You cant take advantage of newer features such as database connectivity, but your integrations will continue to work. Optionally, install the new version alongside the old version and dedicate the old version solely to batch processes. Generate a new config.properties file from the new GUI If you originally generated your config.properties file from the graphical user interface, use the new version to set the same properties and generate a new file. Use this new file with the new batch mode interface. For more information, see Using the Command Line Interface on page 20. Manually update your config.properties file If your old config.properties file was created manually, then you must manually update it for the new version. For more information, see Understanding Installed Directories and Files on page 19.

Using the Command Line Interface

For automated batch operations such as nightly scheduled loads and extractions, run Data Loader from the command line. Before running any batch operation, be sure to include your encrypted password in the configuration file. For more information, see Introduction on page 37 and Encrypting From the Command Line on page 19. From the command line, navigate to the bin directory and type process.bat, which takes the following parameters: The directory containing config.properties. The name of the batch process bean contained in process-conf.xml.

For more information about using process.bat, see Running Individual Batch Processes on page 34. To view tips and instructions, add -help to the command contained in process.bat. Data Loader runs whatever operation, file, or map is specified in the configuration file that you specify. If you do not specify a configuration directory, the current directory is used. By default, Data Loader configuration files are installed at the following location:
C:\Program Files\salesforce.com\Data Loader version number\conf

You use the process-conf.xml file to configure batch processing. Set the name of the process in the bean element's id attribute: (for example <bean id="myProcessName">). If you want to implement enhanced logging, use a copy of log-conf.xml. You can change parameters at runtime by giving param=value as program arguments. For example, adding process.operation=insert to the command changes the configuration at runtime. You can set the minimum and maximum heap size. For example, -Xms256m -Xmx256m sets the heap size to 256 MB.

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Running in Batch Mode

Configuring Batch Processes

Note: These topics only apply to Data Loader version 8.0 and later.

Tip: If you experience login issues in the command line interface after upgrading to a new version of Data Loader, please try re-encrypting your password to solve the problem. For information on the password encryption utility, see Encrypting From the Command Line on page 19.

Configuring Batch Processes

Use \samples\conf\process-conf.xml to configure your Data Loader processes, which are represented by ProcessRunner beans. A process should have ProcessRunner as the class attribute and the following properties set in the configuration file: name Sets the name of the ProcessRunner bean. This value is also used as the non-generic thread name and for configuration backing files (see below). configOverrideMap A property of type map where each entry represents a configuration setting: the key is the setting name; the value is the setting value. enableLastRunOutput If set to true (the default), output files containing information about the last run, such as sendAccountsFile_lastrun.properties, are generated and saved to the location specified by lastRunOutputDirectory. If set to false, the files are not generated or saved. lastRunOutputDirectory The directory location where output files containing information about the last run, such as sendAccountsFile_lastrun.properties, are written. The default value is \conf. If enableLastRunOutput is set to false, this value is not used because the files are not generated. The configuration backing file stores configuration parameter values from the last run for debugging purposes, and is used to load default configuration parameters in config.properties. The settings in configOverrideMap take precedence over those in the configuration backing file. The configuration backing file is managed programmatically and does not require any manual edits. For the names and descriptions of available process configuration parameters, see Data Loader Process Configuration Parameters on page 21.

Data Loader Process Configuration Parameters

When running Data Loader from the command line, you can specify the following configuration parameters in the process-conf.xml file. In some cases, the parameter is also represented in the graphical user interface at Settings > Settings. Tip: A sample process-conf.xml file can be found in the \samples directory that's installed with Data Loader.

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Running in Batch Mode

Data Loader Process Configuration Parameters

Parameter Name

Data Type

Equivalent Option in Settings Dialog

Description

Select this option to force files to open in UTF-8

Read all encoding, even if they were saved in a different CSVs with format. UTF-8 encoding Sample value: true Write all Select this option to force files to be written in CSVs with UTF-8 encoding. UTF-8 encoding Sample value: true

dataAccess.readUTF8

boolean

dataAccess.writeUTF8

boolean

dataAccess.name

string

Not applicable (N/A)

Name of the data source to use, such as a CSV file name. For databases, use the name of the database configuration in database-conf.xml. Sample value:
c:\dataloader\data\extractLead.csv

Number of records read from the database at a time. The maximum value is 200.
dataAccess.readBatchSize

integer

N/A

Sample value: 50 Standard or custom data source type. Standard types are csvWriter, csvRead, databaseWrite, and databaseRead.

dataAccess.type

string

N/A

Sample value: csvWrite Number of records written to the database at a time. The maximum value is 2,000. Note the implication for a large parameter value: if an error occurs, all records in the batch are rolled back. In contrast, if the value is set to 1, each record is processed individually (not in batch) and errors are specific to a given record. We recommend setting the value to 1 when you need to diagnose problems with writing to a database.

dataAccess.writeBatchSize

integer

N/A

Sample value: 500

process.enableExtractStatusOutput

boolean

Generate Select this option to generate success and error status files when exporting data. files for Sample value: true exports

process.enableLastRunOutput

boolean

N/A

When running Data Loader in batch mode, you can disable the generation of output files such as sendAccountsFile_lastRun.properties. Files of this type are saved by default to the conf

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Running in Batch Mode

Data Loader Process Configuration Parameters

Parameter Name

Data Type

Equivalent Option in Settings Dialog

Description

directory. To stop the writing of these files, set this option to false. Alternatively, you can change the location of the directory where these files are saved, using process.lastRunOutputDirectory. Sample value: true Name of the file that contains the encryption key. See Encrypting From the Command Line on page 19. N/A Sample value: c:\dataloader\conf\my.key The initial setting for the
process.lastRunDate parameter, which can

process.encryptionKeyFile

string (file name)

be used in a SQL string and is automatically updated when a process has run successfully. For an explanation of the date format syntax, see Date Formats on page 9. Format must be
yyyy-MM-ddTHH:mm:ss.SSS+/-HHmm. For process.initialLastRunDate

date

N/A

example: 2006-04-13T13:50:32.423-0700 When running Data Loader in batch mode, you can change the location where output files such as
sendAccountsFile_lastRun.properties

are written. Files of this type are saved by default to the \conf directory. To change the location, change the value of this option to the full path where the output files should be written. string (directory) N/A Alternatively, you can stop the files from being written, using process.enableLastRunOutput. If your last operation failed, you can use this setting to begin where the last successful operation finished.
process.loadRowToStartAt

process.lastRunOutputDirectory

number

Start at row

Sample value: 1008 Name of the field mapping file to use. See Mapping Columns on page 33. Sample value:

process.mappingFile

string (file name)

N/A

c:\dataloader\conf\accountExtractMap.sdl

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Running in Batch Mode

Data Loader Process Configuration Parameters

Parameter Name

Data Type

Equivalent Option in Settings Dialog

Description

The operation to perform. See Data Loader Command Line Operations on page 29.
process.operation

string

N/A

Sample value: extract The directory where success and error output files are saved. The file names are automatically generated for each operation unless you specify otherwise in process-conf.xml. Sample value: c:\dataloader\status The name of the CSV file that stores error data from the last operation. Sample value:

process.statusOutputDirectory

string (directory) N/A

process.outputError

string (file name)

N/A

c:\dataloader\status\myProcessErrors.csv

process.outputSuccess

string (file name)

The name of the CSV file that stores success data from the last operation. See also process.enableExtractStatusOutput on page 22. Sample value: N/A
Use European date format c:\dataloader\status\myProcessSuccesses.csv

Select this option to support the date formats dd/MM/yyyy and dd/MM/yyyy HH:mm:ss. Sample value: true Specify the ID of the assignment rule to use for inserts, updates, and upserts. This option applies to inserts, updates, and upserts on cases and leads. It also applies to updates on accounts if your organization has territory assignment rules on accounts. The assignment rule overrides Owner values in your CSV file.

process.useEuropeanDates

boolean

sfdc.assignmentRule

string

Assignment Sample value: 03Mc00000026J7w rule

The number of milliseconds to wait between successive checks to determine if the asynchronous Bulk API operation is complete or how many records have been processed. See also sfdc.useBulkApi. We recommend a value of 5000.
sfdc.bulkApiCheckStatusInterval

integer

N/A

Sample value: 5000

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Running in Batch Mode

Data Loader Process Configuration Parameters

Parameter Name

Data Type

Equivalent Option in Settings Dialog

Description

sfdc.bulkApiSerialMode

boolean

Enable serial mode for Bulk API

Select this option to use serial instead of parallel processing for Bulk API. Processing in parallel can cause database contention. When this is severe, the load may fail. Using serial mode guarantees that batches are processed one at a time. Note that using this option may significantly increase the processing time for a load. See also sfdc.useBulkApi. Sample value: false Select this option to use Bulk API to upload zip files containing binary attachments, such as Attachment records or Salesforce CRM Content. See also sfdc.useBulkApi. Sample value: true The number of seconds to wait for a connection during API calls.

sfdc.bulkApiZipContent

boolean

Upload Bulk API Batch as Zip File

sfdc.connectionTimeoutSecs

integer

N/A

Sample value: 60 If true, enables SOAP message debugging. By default, messages are sent to STDOUT unless you specify an alternate location in sfdc.debugMessagesFile.

sfdc.debugMessages

boolean

N/A

Sample value: false See process.enableExtractStatusOutput on page 22. Stores SOAP messages sent to or from Salesforce. As messages are sent or received, they are appended to the end of the file. As the file does not have a size limit, please monitor your available disk storage appropriately. Sample value:

sfdc.debugMessagesFile

string (file name)

N/A

\lexiloader\status\sfdcSoapTrace.log

If true, enables repeated attempts to connect to Salesforce servers. See sfdc.maxRetries on page 26 and sfdc.minRetrySleepSecs on page 26.
sfdc.enableRetries

boolean

N/A

Sample value: true Enter the URL of the Salesforce server with which you want to communicate. For example, if you are loading data into a sandbox, change the URL to https://test.salesforce.com.

sfdc.endpoint

URL

Server host

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Running in Batch Mode

Data Loader Process Configuration Parameters

Parameter Name

Data Type

Equivalent Option in Settings Dialog

Description

Sample production value:

https://login.salesforce.com/services/Soap/u/29.0

The Salesforce object used in the operation.

sfdc.entity

string

N/A

Sample value: Lead Used in upsert operations; specifies the custom field with the External ID attribute that is used as a unique identifier for data matching.

sfdc.externalIdField

string

N/A

Sample value: LegacySKU__c In a single export or query operation, records are returned from Salesforce in increments of this size. The maximum value is 2,000 records. Larger values may improve performance but use more memory on the client. Sample value: 500 The SOQL query for the data export. Sample value: SELECT Id, LastName,
FirstName, Rating, AnnualRevenue, OwnerId FROM Lead

sfdc.extractionRequestSize

integer

Query request size

sfdc.extractionSOQL

string

N/A

sfdc.insertNulls

boolean

Insert null values

Select this option to insert blank mapped values as null values during data operations. Note that when you are updating records, this option instructs Data Loader to overwrite any existing data in mapped fields. Sample value: false In a single insert, update, upsert, or delete operation, records moving to or from Salesforce are processed in increments of this size. The maximum value is 200. We recommend a value between 50 and 100.

sfdc.loadBatchSize

integer

Batch size

Sample value: 100 The maximum number of repeated attempts to connect to Salesforce. See sfdc.enableRetries on page 25.

sfdc.maxRetries

integer integer

N/A N/A

Sample value: 3 The minimum number of seconds to wait between connection retries. The wait time

sfdc.minRetrySleepSecs

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Running in Batch Mode

Data Loader Process Configuration Parameters

Parameter Name

Data Type

Equivalent Option in Settings Dialog

Description

increases with each try. See sfdc.enableRetries on page 25. Sample value: 2 Compression enhances the performance of Data Loader and is turned on by default. You may want to disable compression if you need to debug the underlying SOAP messages. To turn off compression, enable this option.
sfdc.noCompression

boolean

Compression Sample value: false

sfdc.password

encrypted string N/A

An encrypted Salesforce password that corresponds to the username provided in sfdc.username. See also Encrypting From the Command Line on page 19. Sample value: 4285b36161c65a22 The host name of the proxy server, if applicable.

sfdc.proxyHost

URL

Proxy host

Sample value:
http://myproxy.internal.company.com

sfdc.proxyPassword

encrypted Proxy string password

Proxy port Proxy username

An encrypted password that corresponds to the proxy username provided in sfdc.proxyUsername. See also Encrypting From the Command Line on page 19. Sample value: 4285b36161c65a22 The proxy server port.

sfdc.proxyPort

integer

Sample value: 8000 The username for proxy server authentication.

sfdc.proxyUsername

string

Sample value: jane.doe By default, Salesforce resets the URL after login to the one specified in sfdc.endpoint. To turn off this automatic reset, disable this option by setting it to false.

sfdc.resetUrlOnLogin

boolean

Reset URL on Login Valid values: true (default), false

Specify how many seconds Data Loader waits to receive a response back from the server before returning an error for the request.
sfdc.timeoutSecs

integer

Timeout

Sample value: 540

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Running in Batch Mode

Data Loader Process Configuration Parameters

Parameter Name

Data Type

Equivalent Option in Settings Dialog

Description

If a date value does not include a time zone, this value is used. If no value is specified, the time zone of the computer where Data Loader is installed is used. If an incorrect value is entered, GMT is used as the time zone and this fact is noted in the Data Loader log.

Valid values are any time zone identifier which can be passed to the Java getTimeZone(java.lang.String) method. The value can be a full name such as America/Los_Angeles, or a custom ID such as GMT-8:00. You can retrieve the default value by running the TimeZone.getDefault() method in Java. This value is the time zone on the computer Time Zone where Data Loader is installed. Select this option to truncate data in the following types of fields when loading that data into Salesforce: Email, Multi-select Picklist, Phone, Picklist, Text, and Text (Encrypted). In Data Loader versions 14.0 and earlier, values for fields of those types are truncated by Data Loader if they are too large. In Data Loader version 15.0 and later, the load operation fails if a value is specified that is too large. Selecting this option allows you to specify that the previous behavior, truncation, be used instead of the new behavior in Data Loader versions 15.0 and later. This option is selected by default and has no effect in versions 14.0 and earlier. This option is not available if the Use Bulk API option is selected. In that case, the load operation fails for the row if a value is specified that is too large for the field.

sfdc.timezone

string

sfdc.truncateFields

boolean

Allow field truncation Sample value: true

sfdc.useBulkApi

boolean

Use Bulk API

Select this option to use the Bulk API to insert, update, upsert, delete, and hard delete records. The Bulk API is optimized to load or delete a large number of records asynchronously. Its faster

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Running in Batch Mode

Data Loader Command Line Operations

Parameter Name

Data Type

Equivalent Option in Settings Dialog

Description

than the default SOAP-based API due to parallel processing and fewer network round-trips. See also sfdc.bulkApiSerialMode. Sample value: true Salesforce username. See sfdc.password.
sfdc.username

string

N/A

Sample value: [email protected]

Data Loader Command Line Operations

When running Data Loader in batch mode from the command line, several operations are supported. An operation represents the flow of data between Salesforce and an external data source such as a CSV file or a database. See the following list of operation names and descriptions. Extract Uses a Salesforce Object Query Language to export a set of records from Salesforce, then writes the exported data to a data source. Soft-deleted records are not included. Extract All Uses a Salesforce Object Query Language to export a set of records from Salesforce, including both existing and soft-deleted records, then writes the exported data to a data source. Insert Loads data from a data source into Salesforce as new records. Update Loads data from a data source into Salesforce, where existing records with matching ID fields are updated. Upsert Loads data from a data source into Salesforce, where existing records with a matching custom external ID field are updated; records without matches are inserted as new records. Delete Loads data from a data source into Salesforce, where existing records with matching ID fields are deleted. Hard Delete Loads data from a data source into Salesforce, where existing records with matching ID fields are deleted without being stored first in the Recycle Bin.

Configuring Database Access

When you run Data Loader in batch mode from the command line, use \samples\conf\database-conf.xml to configure database access objects, which you use to extract data directly from a database.

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Running in Batch Mode

Configuring Database Access

DatabaseConfig Bean
The top-level database configuration object is the DatabaseConfig bean, which has the following properties: sqlConfig The SQL configuration bean for the data access object that interacts with a database. dataSource The bean that acts as database driver and authenticator. It must refer to an implementation of javax.sql.DataSource such as org.apache.commons.dbcp.BasicDataSource. The following code is an example of a DatabaseConfig bean:
<bean id="AccountInsert" class="com.salesforce.dataloader.dao.database.DatabaseConfig" singleton="true"> <property name="sqlConfig" ref="accountInsertSql"/> </bean>

DataSource
The DataSource bean sets the physical information needed for database connections. It contains the following properties: driverClassName The fully qualified name of the implementation of a JDBC driver. url The string for physically connecting to the database. username The username for logging in to the database. password The password for logging in to the database. Depending on your implementation, additional information may be required. For example, use org.apache.commons.dbcp.BasicDataSource when database connections are pooled. The following code is an example of a DataSource bean:
<bean id="oracleRepDataSource" class="org.apache.commons.dbcp.BasicDataSource" destroy-method="close"> <property name="driverClassName" value="oracle.jdbc.driver.OracleDriver"/> <property name="url" value="jdbc:oracle:thin:@myserver.salesforce.com:1521:TEST"/> <property name="username" value="test"/> <property name="password" value="test"/> </bean>

Versions of Data Loader from API version 25.0 onwards do not come with an Oracle JDBC driver. Using Data Loader to connect to an Oracle data source without a JDBC driver installed will result in a Cannot load JDBC driver class error. To add the Oracle JDBC driver to Data Loader: Download the latest JDBC driver from
http://www.oracle.com/technetwork/database/features/jdbc/index-091264.html. Copy the JDBC .jar file to data loader install folder/java/bin.

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Running in Batch Mode

Spring Framework Overview

Spring Framework Overview

The Data Loader configuration files are based on the Spring Framework, which is an open source full-stack Java/J2EE application framework. The Spring Framework allows you to use XML files to configure beans. Each bean represents an instance of an object; the parameters correspond to each object's setter methods. A typical bean has the following attributes: id Uniquely identifies the bean to XmlBeanFactory, which is the class that gets objects from an XML configuration file. class Specifies the implementation class for the bean instance. For more information on the Spring Framework, see the official documentation and the support forums. Note that salesforce.com cannot guarantee the availability or accuracy of external websites.

Data Access Objects

When running Data Loader in batch mode from the command line, several data access objects are supported. A data access object allows access to an external data source outside of Salesforce. They can implement a read interface (DataReader), a write interface (DataWriter), or both. See the following list of object names and descriptions. csvRead Allows the reading of a comma or tab-delimited file. There should be a header row at the top of the file that describes each column. csvWrite Allows writing to a comma-delimited file. A header row is added to the top of the file based on the column list provided by the caller. databaseRead Allows the reading of a database. Use database-conf.xml to configure database access. databaseWrite Allows writing to a database. Use database-conf.xml to configure database access.

SQL Configuration
When running Data Loader in batch mode from the command line, the SqlConfig class contains configuration parameters for accessing specific data in the database. As shown in the code samples below, queries and inserts are different but very similar. The bean must be of type com.salesforce.dataloader.dao.database.SqlConfig and have the following properties:
sqlString

The SQL code to be used by the data access object. The SQL can contain replacement parameters that make the string dependent on configuration or operation variables. Replacement parameters must be delimited on both sides by @ characters. For example, @process.lastRunDate@.

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Running in Batch Mode

SQL Configuration

sqlParams

A property of type map that contains descriptions of the replacement parameters specified in sqlString. Each entry represents one replacement parameter: the key is the replacement parameter's name, the value is the fully qualified Java type to be used when the parameter is set on the SQL statement. Note that java.sql types are sometimes required, such as java.sql.Date instead of java.util.Date. For more information, see the official JDBC API documentation.
columnNames

Used when queries (SELECT statements) return a JDBC ResultSet. Contains column names for the data outputted by executing the SQL. The column names are used to access and return the output to the caller of the DataReader interface.

SQL Query Bean Example

<bean id="accountMasterSql" class="com.salesforce.dataloader.dao.database.SqlConfig" singleton="true"> <property name="sqlString"/> <value> SELECT distinct '012x00000000Ij7' recordTypeId, accounts.account_number, org.organization_name, concat (concat(parties.address1, ' '), parties.address2) billing_address, locs.city, locs.postal_code, locs.state, locs.country, parties.sic_code from ar.hz_cust_accounts accounts, ar.hz_organization_profiles org, ar.hz_parties parties, ar.hz_party_sites party_sites, ar.hz_locations locs where accounts.PARTY_ID = org.PARTY_ID and parties.PARTY_ID = accounts.PARTY_ID and party_sites.PARTY_ID = accounts.PARTY_ID and locs.LOCATION_ID = party_sites.LOCATION_ID and (locs.last_update_date > @process.lastRunDate@ OR accounts.last_update_date > @process.lastRunDate@ </value> </property> <property name="columNames"> <list> <value>recordTypeId</value> <value>account_number</value> <value>organization_name</value> <value>billing_address</value> <value>city</value> <value>postal_code</value> <value>state</value> <value>country</value> <value>sic_code</value> </list> </property> <property name="sqlParams"> <map> <entry key="process.lastRunDate" value="java.sql.Date"/> </map> </property> </bean>

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Running in Batch Mode

Mapping Columns

SQL Insert Bean Example

<bean id="partiesInsertSql" class="com.salesforce.dataloader.dao.database.SqlConfig" singleton="true"> <property name="sqlString"/> <value> INSERT INTO REP.INT_PARTIES ( BILLING_ADDRESS, SIC_CODE) VALUES (@billing_address@, @sic_code@) </value> </property> <property name="sqlParams"/> <map> <entry key="billing_address" value="java.lang.String"/> <entry key="sic_code" value="java.lang.String"/> </map> </property> </bean>

Mapping Columns
When running Data Loader in batch mode from the command line, you must create a properties file that maps values between Salesforce and data access objects. 1. Create a new mapping file and give it an extension of .sdl. 2. Observe the following syntax: On each line, pair a data source with its destination. In an import file, put the data source on the left, an equals sign (=) as a separator, and the destination on the right. In an export file, put the destination on the left, an equals sign (=) as a separator, and the data source on the right. Data sources can be either column names or constants. Surround constants with double quotation marks, as in sampleconstant. Values without quotation marks are treated as column names. Destinations must be column names. You may map constants by surrounding them with double quotation marks, as in:
"Canada"=BillingCountry

3. In your configuration file, use the parameter process.mappingFile to specify the name of your mapping file. Note: If your field name contains a space, you must escape the space by prepending it with a backslash (\). For example:
Account\ Name=Name

Column Mapping Example for Data Insert

The Salesforce fields are on the right.
SLA__C=SLA__c BILLINGCITY=BillingCity SYSTEMMODSTAMP= OWNERID=OwnerId CUSTOMERPRIORITY__C=CustomerPriority__c ANNUALREVENUE=AnnualRevenue

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Running in Batch Mode

Running Individual Batch Processes

DESCRIPTION=Description BILLINGSTREET=BillingStreet SHIPPINGSTATE=ShippingState

Column Mapping Example for Data Export

The Salesforce fields are on the left.
Id=account_number Name=name Phone=phone

Column Mapping for Constant Values

Data Loader supports the ability to assign constants to fields when you insert, update, and export data. If you have a field that should contain the same value for each record, you specify that constant in the .sdl mapping file instead of specifying the field and value in the CSV file or the export query. The constant must be enclosed in double quotation marks. For example, if youre importing data, the syntax is "constantvalue"=field1. If you have multiple fields that should contain the same value, you must specify the constant and the field names separated by commas. For example, if youre importing data, the syntax would be "constantvalue"=field1, field2. Heres an example of an .sdl file for inserting data. The Salesforce fields are on the right. The first two lines map a data source to a destination field, and the last three lines map a constant to a destination field.
Name=Name NumEmployees=NumberOfEmployees "Aerospace"=Industry "California"=BillingState, ShippingState "New"=Customer_Type__c

A constant must contain at least one alphanumeric character. Note: If you specify a constant value that contains spaces, you must escape the spaces by prepending each with a backslash (\). For example:
"Food\ &\ Beverage"=Industry

Running Individual Batch Processes

To start an individual batch process use \bin\process.bat, which requires the following parameters: A configuration directory The default is \conf. To use an alternate directory, create a new directory and add the following files to it: If your process is not interactive, copy process-conf.xml from \samples\conf. If your process requires database connectivity, copy database-conf.xml from \samples\conf. Copy config.properties from \conf.

A process name The name of the ProcessRunner bean from \samples\conf\process-conf.xml.

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Running in Batch Mode

Running Individual Batch Processes

Process Example
process ../conf accountMasterProcess

Note: You can configure external process launchers such as the Microsoft Windows XP Scheduled Task Wizard to run processes on a schedule.

35

Chapter 5
Command Line Quick Start
In this chapter ... Introduction Prerequisites Step One: Create the Encryption Key Step Two: Create the Encrypted Password Step Three: Create the Field Mapping File Step Four: Create the Configuration File Step Five: Import the Data
Available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions This quick start shows you how to use the Data Loader command line functionality to import data.

36

Command Line Quick Start

Introduction

Introduction
Watch a Demo: Importing Accounts Using the Data Loader Command Line Interface (5:20 minutes) In addition to using Data Loader interactively to import and export data, you can also run it from the command line. This enables you to automate the import and export of data. This quick start shows you how to use the Data Loader command line functionality to import data. You'll follow these steps: Step 1: Create the encryption key Step 2: Create the encrypted password for your login username Step 3: Create the Field Mapping File Step 4: Create a process-conf.xml file that contains the import configuration settings Step 5: Run the process and import the data

See Also:
Prerequisites

Prerequisites
To step through this quick start, you should have the following: Data Loader installed on the computer that runs the command line process. The Java Runtime Environment (JRE) installed on the computer that runs the command line process. Familiarity with importing and exporting data by using the Data Loader interactively through the user interface. This makes it easier to understand how the command line functionality works. Tip: When you install Data Loader, sample files are installed in the samples directory. This directory is found below the program directory, for example, C:\Program Files (x86)\salesforce.com\Apex Data Loader 22.0\samples\. Examples of files that are used in this quick start can be found in the \samples\conf directory.

See Also:
Introduction Step One: Create the Encryption Key

Step One: Create the Encryption Key

When you use Data Loader from the command line, theres no user interface. Therefore, youll need to provide the information that you would normally enter in the user interface by using a text file named process-conf.xml. For example, youll need to add to this file the username and password that Data Loader uses to log in to Salesforce. The password must be encrypted before you add it to the process-conf.xml file, and creating the key is the first step in that process. 1. Open a command prompt window by clicking Start > All Programs > Accessories > Command Prompt. Alternatively, you can click Start > Run, enter cmd in the Open field, and click OK. 2. In the command window enter cd\ to navigate to the root directory of the drive where Data Loader is installed.

37

Command Line Quick Start

Step Two: Create the Encrypted Password

3. Navigate to the Data Loader \bin directory by entering this command. Be sure to replace the file path with the path from your system.
cd C:\Program Files (x86)\salesforce.com\Apex Data Loader 22.0\bin

4. Create an encryption key by entering the following command. Replace <seedtext> with any string.
encrypt.bat g <seedtext>

Note: To see a list of command-line options for encrypt.bat, type encrypt.bat from the command line.

5. Copy the generated key from the command window to a text file named key.txt and make a note of the file path. In this example, the generated key is e8a68b73992a7a54. Note: Enabling quick edit mode on a command window can make it easier to copy data to and from the window. To enable quick edit mode, right-click the top of the window and select Properties. On the Options tab, select QuickEdit Mode. The encryption utility is used to encrypt passwords, but data that you transmit using Data Loader is not encrypted.

See Also:
Introduction Step Two: Create the Encrypted Password

Step Two: Create the Encrypted Password

In this step, youll create the encrypted password using the key that you generated in the previous step. 1. In the same command prompt window, enter the following command. Replace <password>with the password that Data Loader uses to log in to Salesforce. Replace <filepath> with the file path to the key.txt file that you created in the previous step.
encrypt.bat e <password> "<filepath>\key.txt"

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Command Line Quick Start

Step Three: Create the Field Mapping File

2. Copy the encrypted password that is generated by the command. You'll use this value in a later step.

See Also:
Introduction Step Three: Create the Field Mapping File

Step Three: Create the Field Mapping File

The field mapping file associates data sources with destinations. This is a text file, typically with an .sdl file extension. 1. Copy the following to a text file and save it with a name of accountInsertMap.sdl. This is a data insert so the data source is on the left of the equals sign and the destination field is on the right.
#Mapping values #Thu May 26 16:19:33 GMT 2011 Name=Name NumberOfEmployees=NumberOfEmployees Industry=Industry

Tip: For complex mappings, you can use the Data Loader user interface to map source and destination fields and then save those mappings to an .sdl file. This is done on the Mapping dialog box by clicking Save Mapping.

See Also:
Introduction Step Four: Create the Configuration File

Step Four: Create the Configuration File

The process-conf.xml file contains the information that Data Loader needs to process the data. Each <bean> in the process-conf.xml file refers to a single process such as an insert, upsert, export, and so on. Therefore, this file can contain multiple processes. In this step, you'll edit the file to insert accounts into Salesforce. 1. Make a copy of the process-conf.xml file from the \samples\conf directory. Be sure to maintain a copy of the original because it contains examples of other types of Data Loader processing such as upserts and exports. 2. Open the file in a text editor and replace the contents with the following XML:
<!DOCTYPE beans PUBLIC "-//SPRING//DTD BEAN//EN" "http://www.springframework.org/dtd/spring-beans.dtd"> <beans> <bean id="accountInsert" class="com.salesforce.dataloader.process.ProcessRunner" singleton="false"> <description>accountInsert job gets the account record from the CSV file and inserts it into Salesforce.</description> <property name="name" value="accountInsert"/> <property name="configOverrideMap"> <map> <entry key="sfdc.debugMessages" value="true"/> <entry key="sfdc.debugMessagesFile" value="C:\DLTest\Log\accountInsertSoapTrace.log"/> <entry key="sfdc.endpoint" value="https://servername.salesforce.com"/> <entry key="sfdc.username" value="[email protected]"/>

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Command Line Quick Start

Step Four: Create the Configuration File

<!--Password below has been encrypted using key file, therefore, it will not work without the key setting: process.encryptionKeyFile. The password is not a valid encrypted value, please generate the real value using the encrypt.bat utility --> <entry key="sfdc.password" value="e8a68b73992a7a54"/> <entry key="process.encryptionKeyFile" value="C:\DLTest\Command Line\Config\key.txt"/> <entry key="sfdc.timeoutSecs" value="600"/> <entry key="sfdc.loadBatchSize" value="200"/> <entry key="sfdc.entity" value="Account"/> <entry key="process.operation" value="insert"/> <entry key="process.mappingFile" value="C:\DLTest\Command Line\Config\accountInsertMap.sdl"/> <entry key="dataAccess.name" value="C:\DLTest\In\insertAccounts.csv"/> <entry key="process.outputSuccess" value="c:\DLTest\Log\accountInsert_success.csv"/> <entry key="process.outputError" value="c:\DLTest\Log\accountInsert_error.csv"/> <entry key="dataAccess.type" value="csvRead"/> <entry key="process.initialLastRunDate" value="2005-12-01T00:00:00.000-0800"/> </map> </property> </bean> </beans>

3. Modify the following parameters in the process-conf.xml file. For more information about the process configuration parameters, see Data Loader Process Configuration Parameters on page 21.
sfdc.endpointEnter the URL of the Salesforce instance for your organization; for example, https://na1.salesforce.com. sfdc.usernameEnter the username Data Loader uses to log in. sfdc.passwordEnter the encrypted password value that you created in step 2. process.mappingFileEnter the path and file name of the mapping file. dataAccess.NameEnter the path and file name of the data file that contains the accounts that you want to import. sfdc.debugMessagesCurrently set to true for troubleshooting. Set this to false after your import is up and

running.
sfdc.debugMessagesFileEnter the path and file name of the command line log file. process.outputSuccessEnter the path and file name of the success log file. process.outputErrorEnter the path and file name of the error log file.

Warning: Use caution when using different XML editors to edit the process-conf.xml file. Some editors add XML tags to the beginning and end of the file which will cause the import to fail.

See Also:
Introduction Step Five: Import the Data

40

Command Line Quick Start

Step Five: Import the Data

Step Five: Import the Data

User Permissions Needed To insert records: To update records: To upsert records: To delete records: To hard delete records: Create on the record Edit on the record Create or Edit on the record Delete on the record Delete on the record

Now that all the pieces are in place, you can run Data Loader from the command line and insert some new accounts. 1. Copy the following data to a file name accountInsert.csv. This is the account data that you'll import into your organization.
Name,Industry,NumberOfEmployees Dickenson plc,Consulting,120 GenePoint,Biotechnology,265 Express Logistics and Transport,Transportation,12300 Grand Hotels & Resorts Ltd,Hospitality,5600

2. In the command prompt window, enter the following command:

process.bat "<file path to process-conf.xml>" <process name>

Replace <file path to process-conf.xml> with the path to the directory containing process-conf.xml. Replace <process name> with the process specified in process-conf.xml.

Your command should look something like this:

process.bat "C:\DLTest\Command Line\Config" accountInsert

After the process runs, the command prompt window displays success and error messages. You can also check the log files: insertAccounts_success.csv and insertAccounts_error.csv. After the process runs successfully, the insertAccounts_success.csv file will contain the records that you imported along with the ID and status of each record. For more information about the status files, see Reviewing Output Files on page 16.

See Also:
Introduction

41

Appendix

A
Data Loader Third-Party Licenses
Available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions The following third-party licenses are included with the installation of Data Loader: Technology Apache Jakarta Commons BeanUtils Apache Commons Collections Apache Commons Database Connection Pooling (DBCP) Apache Commons Logging Version Number 1.6 3.1 1.2.1 1.0.3 License http://www.apache.org/licenses/LICENSE-2.0 http://www.apache.org/licenses/LICENSE-2.0 http://www.apache.org/licenses/LICENSE-2.0 http://www.apache.org/licenses/LICENSE-1.1 http://www.apache.org/licenses/LICENSE-2.0 http://www.apache.org/licenses/LICENSE-2.0 http://www.eclipse.org/legal/epl-v10.html http://www.opensymphony.com/quartz/license.action http://www.mozilla.org/MPL/MPL-1.1.txt http://www.apache.org/licenses/LICENSE-2.0.txt

Apache Commons Object Pooling 1.2 Library Apache Log4j Eclipse SWT 1.2.8 3.452

OpenSymphony Quartz Enterprise 1.5.1 Job Scheduler Rhino JavaScript for Java Spring Framework 1.6R2 1.2.6

Note: Salesforce.com is not responsible for the availability or content of third-party websites.

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Index

Index
A
Apex Data Loader See Data Loader 1 Data Loader (continued) config.properties 21 configuration file (command line) 39 configuring 4, 7 configuring batch processes 21 data types 9 Database Access 29 date formats 9 encrypted password (command line) 38 encryption key (command line) 37 field mapping file (command line) 39 importing data (command line) 41 installed files 19 installing 3 JDBC Driver 29 overview 1 password encryption 19 prerequisites (command line) 37 sample files 19 settings 67 Spring Framework 31 starting batch processes 34 system requirements 3 third-party licenses 42 troubleshooting 16 uninstalling 7 uploading 14 uploading attachments 14 using 6 Using 8 when to use 2

B
Bulk API uploading attachments 14

C
Command line configuration file (Data Loader) 39 encrypted password (Data Loader) 38 encryption key (Data Loader) 37 field mapping file (Data Loader) 39 importing data (Data Loader) 41 introduction (Data Loader) 37 prerequisites (Data Loader) 37 quick start (Data Loader) 36

D
Data Loader attachments 7 batch files 19 batch mode 18 batch mode parameters 21 Bulk API 4, 67, 14 column mapping 33 command line interface 20 command line introduction 37 command line operations 29 command line quick start 36

S
Spring Framework, see Data Loader 31

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