Print this page

Inserting files under the Files related list using Data Loader

Knowledge Article Number 000232998
Description When transferring large amount of files, you can use Data Loader to bulk upload documents into your Files related list.User-added image
    Resolution A. You have to make sure that the file is inserted into Salesforce properly. 

    1. Create a CSV file. You need the following columns: 
    • Title - file name. 
    • Description - (optional) file or link description. 
    • VersionData - complete file path on your local drive (for uploading documents only). 
    • PathOnClient - complete file path on your local drive (for uploading documents only). 

    2. Open Data Loader and click Insert. 
    3. Check "Show all Salesforce objects" box. 
    4. Select Content Version (ContentVersion) 
    5. Browse for your CSV file. 
    6. Click on "Create or Edit a Map" then select "Auto-Match fields to columns" 
    7. Click OK> Next > Finish 

    B. This step will now associate your content record to your records. 

    1. Create a CSV file. You need the following columns: 
    • ContentDocumentId
    a. Export the Content Document (ContentDocument) object. 
    b. Using the success file generated on the first step, you can do a Vlookup to get the corresponding ContentDocument ID for your files. 

    • LinkedEntityId - id of the linked object. (i.e. Opportunity ID) 
    • ShareType - Always use the value "V". The access of the Contact record to the file is always as a Viewer. 

    2. Open Data Loader and click Insert. 
    3. Check "Show all Salesforce objects" box. 
    4. Select Content Document Link (ContentDocumentLink) 
    5. Browse for your CSV file. 
    6. Click on "Create or Edit a Map" then select "Auto-Match fields to columns" 
    7. Click OK> Next > Finish 
     




    promote demote