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Best Practices for Loading Data

Knowledge Article Number 000004601
Once you've defined which method is best to import or export your data, learn the most effective practices for organizing and then migrating it below. 

Identify the data you want to migrate

Choose which objects you wish to migrate. For example, migrating only the Contact information from each Account, or only Account information from a particular division.

Create templates for the data

Create one template (Excel is a good option) for each Object. The best way to create a template is to perform a data export using the Data Loader and use the export file as the template.

Identify the required fields for each Object. Objects may have mandatory relationships, and these relationships dictate the order of data migration. For example, you should load Users first, then Accounts, then Opportunities. 

Quick Tip: Highlight the required fields in red to make reviewing data easier. 

Populate the templates

Clean your data. Review your data before populating it in the template. For example: Load one record, check the results, then load all records.

Migrate the data

Create custom fields to store legacy ID information. Optionally, give the custom field the External ID attribute so it will be indexed. This will help maintain relationships, and help you build custom reports for validation.

Validate the data

Use these techniques to validate your migration:
  • Create custom reports that validate record counts and provide an overall snapshot of migration.
  • Spot check the data.
  • Review exception reports to see what data was not migrated.​

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