Mass update record types with Data Import Wizard

Export Object records along with their Salesforce IDs in Salesforce Classic

Note: The example used here is for the Contact object.

1. Go to 'Reports' tab and choose 'New Report'

2. Under 'Accounts and Contacts' select 'Contacts and Accounts'

3. Click 'Create' button

4. Under 'FILTERS' click 'ADD' and specify the below mentioned criteria and press 'OK'

a. Contact Name equals <specific Contact Name>(If applicable)

5. Under 'Show' choose 'All Accounts'

6. Under 'Range' choose 'All Time'

7. Ensure that you add 'Id' and 'Contact Record Type' fields from the left panel

8. Once your report is ready, hit 'Run Report'

9. Click 'Export Details' and click 'Export after choosing 'CSV' format type

Export Object records along with their Salesforce IDs​ in Lightning Experience

1. Go to 'REPORTS' tab

2. Click 'New Report'

3. Click 'Accounts & Contacts' then 'Contacts & Accounts'

4. Click 'Continue'

5. Under 'Columns' on the left side panel:

Type on the 'Add Column' search bar and look for 'ID'. Click 'Contact ID'.

Look for 'Record Type' and click Record Type and it will be added on the columns on the report details on the right.

Note: You have the option to remove other fields since the only thing that you will export is Contact ID    and Record Type)

6. Click 'Filters' and enter the value for the following as shown below:

'Show Me' = 'All Accounts' > Done

'Created Date' > 'Range' = 'All Time' > Done

7. Click 'RUN'

8. Click the button pointing downwards beside the 'Edit' button and Click 'Export'

Get the Salesforce ID of the Record Type and update your CSV file

1. Go to Customize | Object | Record Type

2. Click the record type name that you wish to apply to your records

3. Because, the Salesforce ID of a record type does not appear in a report, you have to get it from the URL of the record type itself

4. If you're unfamiliar with how a Salesforce ID looks, then copy and paste the URL of the record type on Notepad

5. Look for the 15 character Alpha Numeric ID that is located after "id="

6. Copy the ID and paste it on the existing Record Type Id column in the CSV

7. Save the changes on the CSV file

Example URL of a Record Type: https://ap2.salesforce.com/setup/ui/recordtypefields.jsp?id=01290000000uF5s&type=Contact&setupid=ContactRecords

In the above example URL, the ID is '01290000000uF5s'

Update existing records using Data Import Wizard

1. Go to:

Salesforce Classic: Setup | Data Management | Data Import Wizard

Lightning Experience: Gear icon | Setup | Integrations | Data Import Wizard

2. Click Launch Wizard!

3. Click Account and Contacts

4. Select Update existing records

Note: Always check the 'Update existing Account information?'

5. Open the CSV and map the fields as required

6. Start the import once all fields are mapped

7. Start importing records

Notes:

• This article is applicable to all other objects where the said record type is being used.

• If a record type is associated to a page layout that has required fields and the import file does not those values, the update will not be successful.

See also: