Blog

salesforce data migration services

3

Oct

Data Migration Using Data Loader

dataloader.io,data migration - posted by Thamaraikannan

In this blog I am going to explain briefly about how to Export data from one Salesforce Org to another Org and Import data to a Salesforce Org from another org using dataloader.io.

What is dataloader.io?

  • A web-based tool to import data to Salesforce.com from another org.
  • Used to export information from Salesforce.com to another org.
  • Helps to delete information from Salesforce.com.

How to Export Account Records from an Org

First, let’s see how we can export account records from an Org with an example.

Step 1: On the dataloader.io link, click the “Login with Salesforce” button and you will be taken to the next page.

dataloader

Step 2: According to your requirements, choose your preferred environment for logging in – it can be either Sandbox or Production.

sandbox

Step 3: In order to Export a record from Salesforce we have to follow these steps:

Select New TaskExport. It will lead to the new window. 

export

Step 4: Choose the object record to be exported. With this example, I will show you how to Export Account Records.

account-export

Step 5: In this example I am going to fetch Account records by the fields Account ID, Account Name and Annual Revenue

Filters for this would be for “Annual Revenue” that is greater than 10000 ie: Account having an  Annual Revenue greater than 10000 will be filtered and those account records will be fetched from the org.

Sorting is done in Ascending order of Annual Revenue, and then click Next.

SOQL Query is to Query the records by selected fields, filters and sorting.

account-export-field

Step 6: These steps give the details of records that matches the query above. Here we have 17 records to be exported from the Account Object.

Schedule Task: We can schedule the task Hourly, Daily, Weekly and Monthly. This will generate the list of records to our selection in the Schedule Task. Once this is done, Click Save & Run.

connection-object

Step 7: By clicking on “17 Success” you get access to the list of records. An excel sheet is generated with the Account records that we sorted above in a CSV file.

new-task

Step 8: Final Output reveals the Account ID, Account Name & Annual Revenue.

account

How to Export Entire fields of Account & Contact Records?

In this example, we will see how all the Accounts and Contacts from the Existing Org can be exported and then imported to the new Org. In order to export all the fields of Account and Contacts, click the “Select all” checkbox in the top right corner of “Fields” tab.

account-export-2

contact-export

Final Result: This will give us the total number of Accounts (27)and Contacts (32) records that we have in our Org. In the “Advanced” tab, select the date to export the data. An excel sheet is generated with the list of Accounts and Contacts.

advance-record

contect-record

How to Insert these Accounts and Contacts into the New Org

For this, we need the excel sheet that contains the list of Account and Contact Records that was taken from the Old Org in a CSV format.

Step 1: Select New Task → Import

insert-account

Step 2: Select Account

Account Object

dataloader-import

Step 3: From here, upload the CSV of Account that was generated  from the Old Org and click Next.

upload-csv

Account Insert: This will show the count of Account records in the CSV. Click Save & Run.

save-run

Final Output: Insertion of Account

insertion-of-account

Before inserting Contact, the Contact and Account have to be mapped and only then can the Account and Contact from the Old Org relate in the New Org too. For this, pass the Account Id taken from the Import of Account into the New Org ie the account ID accessed from the CSV file while importing.

In order to map a Contact with Account, create a column in the Contact CSV as Account ID.

Here, I am mapping just four Contacts with the Accounts. If we pass the Account Id for the related Contacts, the Account will be automatically related to Contact.

insertion-of-account

Final Result:

The Contacts and Accounts will be automatically associated as shown below.

campaign-list

How to Insert Contacts

In Order to Insert Contacts we have to select “Insert” and select “Contact” object. Then, we will get the total number of Contact records.

contact-insert1

contact-insert2

Final Output: Contact Insert

This will insert a list contacts and it will automatically relate to Account (only for the already mapped four Contacts).

contact-insert3

Do you have any more tried-and-tested suggestions on how this can be done? Feel free to drop a comment below and contribute.

 

Share on FacebookTweet about this on TwitterShare on LinkedInShare on Google+Pin on Pinterest

Search

Stay in the loop with our Newsletter for the latest updates

* indicates required

Popular Tag's

Connect with Dazeworks