Mass insert and update the Opportunity Line Item schedule

This article describes how to use Salesforce Data Loader to mass insert new Opportunity Line Item Schedules and to mass update existing schedules. The process involves retrieving Opportunity Line Item IDs, preparing a CSV file with required fields, and using Data Loader's Insert or Update function.

Part 1 — Mass Insert Opportunity Line Item Schedules

Step 1 — Get the Opportunity Line Item IDs
Use one of these methods:
Option A — Export via Data Loader:

1. Open Data Loader and click Export.
2. Select Show all Salesforce objects.
3. Select Opportunity Product (OpportunityLineItem).
4. Set the target file path (append .csv to the filename).
5. Click Next. From the Query Fields Table, select Id. Add filters to distinguish records since Opportunity Line Item Name is not included in the default query.
6. Click Finish, then Yes.

Option B — Browser URL: Check the URL bar when viewing an Opportunity Line Item record. The ID is a 15-digit alphanumeric string beginning with 00k.
Step 2 — Prepare the CSV File
Create a CSV file with the following column headers:

• Description (optional comment)
• OpportunityLineItemId
• Quantity
• Revenue
• ScheduleDate
• Type (Revenue, Quantity, or Both)

For full field reference, see the OpportunityLineItemSchedule object documentation.
Step 3 — Insert the Schedules

1. Open Data Loader and click Insert.
2. Select Show all Salesforce objects.
3. Select Line Item Schedule (OpportunityLineItemSchedule).
4. Browse for your CSV file and click OK.
5. Click Create or edit map and match your CSV columns to the Salesforce fields. (If you have an existing .sdl mapping file, click Choose an Existing Map and skip the mapping step.)
6. Click OK, then Next, then Finish, then Yes.

Part 2 — Mass Update Opportunity Line Item Schedules

Step 1 — Export Existing Schedules

1. Open Data Loader and click Export.
2. Select Show all Salesforce objects.
3. Select Line Item Schedule (OpportunityLineItemSchedule).
4. Set the target file path (append .csv).
5. Click Next. From the Query Fields Table, select Id and any other fields you want to update. Add filters to distinguish schedules.
6. Click Finish, then Yes.

Step 2 — Update the Schedules

1. Open Data Loader and click Update.
2. Select Show all Salesforce objects.
3. Select Line Item Schedule (OpportunityLineItemSchedule).
4. Browse for the updated CSV file and click OK.
5. Click Create or edit map and match fields. (Use an existing .sdl map if available.)
6. Click OK, then Next, then Finish, then Yes.