How do I import notes and attachments?
|Knowledge Article Number||000002395|
Unfortunately the import wizard does not allow you to import attachments into Salesforce and you need to use the Data Loader. The Data Loader is only available for Enterprise Edition and above or API enabled orgs. For other editions, you would need to contact your Account Executive to discuss provisioning the API for your organization.
|Resolution||Notes and Attachments are separate objects and you would need to prepare individual import files for each object.
For Notes, you would need to prepare the import file with following columns:
Body: This contains all the text information.
IsPrivate: To make a private note.
OwnerId: The record Owner.
ParentId: ID of the object associated with the note.
Title: Title of the note.
If your organization has Set Up Notes and enabled the enhanced note-taking tool (Setup, click Customize | Notes | Notes Settings check Enable Notes) you will need to insert note records into the ContentNote object instead of the Notes object. See Importing Notes to the ContentNote object using the Apex Data Loader for more details.
For Attachments, you will need to prepare the import file with the following columns:
ParentId: ID of the object associated with the attachment
Name: The name of the attachment file
Body: The absolute path to the attachment file's location on your local drive.
See Uploading Attachments for more details on preparing and importing your file.
Follow these steps to insert the records via the Data Loader:
1. Open Data loader and set the batch size to 1. See Configure Data Loader for instructions on setting batch size.
2. Click the Insert button. Login to Data Loader using Salesforce credentials plus the security token. Note: If you do not have the security token please see steps in Resetting Your Security Token.
3. Check 'Show all Salesforce Objects' to choose either Notes or Attachment (depending on the type of record you are importing).
4. Locate the object in the list of objects and select the CSV file. You can then either choose to auto map the columns or manually map the columns in CSV file to the fields.
5. 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 Next and OK.