Load Opportunity Product Records with Salesforce Data Loader in Sales Cloud

This article answers how to create Opportunity Product (OpportunityLineItem) records in Salesforce Sales Cloud by importing a CSV file with Data Loader.

Watch the Video Walkthrough

The video below (runtime ~5 minutes) walks through preparing the CSV file and running the Data Loader insert for OpportunityLineItem records, including how to retrieve PricebookEntry IDs.

Prepare the CSV Template

To get started, prepare a CSV template with the following columns:

• OpportunityID
• PricebookEntryID
• Product2ID
• Quantity
• TotalPrice (Quantity x UnitPrice) or UnitPrice

Get the OpportunityID

To get the OpportunityID, navigate to the Opportunity record and copy the ID in the page URL. If you are working with more than one Opportunity, use Data Loader to export records from the Opportunity object. Include the ID, Opportunity Name, and any other fields that help identify the correct Opportunities.

Get the PricebookEntryID and Product2ID

To get the values for PricebookEntryID and Product2ID, export them from the Price Book Entry (PricebookEntry) object using Data Loader. Select the fields ID, Product2ID, and any other fields that help identify the correct Product. The ID field is the PricebookEntryID.

If you have additional information for the import, add new columns to the CSV file for the fields and data.

Import the CSV File with Data Loader

After you save the file as a CSV file, perform an import using Data Loader:

1. Open Data Loader.
2. Click Insert and log in with your organization's credentials.
3. Select Show all Salesforce objects.
4. Select Opportunity Product (OpportunityLineItem).
5. Click Browse to select the CSV file that you prepared.
6. Click Next, then click OK.
7. Click Create or Edit a Map.
8. Click Auto-Match Fields to Columns, or drag each field from the top panel to the corresponding field in the bottom panel, then click OK.
9. Click Next.
10. Click Browse and select where to save the results.
11. Click Finish, then click OK.