Export or import Data Rich Text Area field with HTML formatting

⚠️ Warning: Always back up your data before performing any data operation. Test with a small subset of records first. See Export Backup Data from Salesforce or Export Data for more details.

The following steps describe how to import HTML content into Rich Text Area fields using the Data Import Wizard or Data Loader, and how to export Rich Text Area data while preserving HTML format

Import HTML format

Data with HTML format can be rendered by fields having a Text Area (Rich) Data Type. Mapping HTML data to a non Rich-Text Area field may result to an error or the raw data being imported. To prepare the Data you would need to create a CSV with the Rich text field as one of its Column:

1. Create a CSV file with one column header that will be mapped to a Rich Text Field.
2. On this column enter the full HTML code that you wish to upload on the cell.
3. Use Data Import Wizard or Data Loader to upload the CSV

Export HTML 

Text that has format under a Rich text field can be exported as an HTML format when you use the Data Loader. The resulting data on your CSV file when exporting via Data Loader should be in HTML format by default.

1. Install Data Loader on Windows or MacOS. 
2. Export the record using the Data Loader that contains the Rich text field.
3. Exported data from the Rich Text field should be formatted as HTML as default.

Note: When you export the same records and fields with the export functionality in Reports, the resulting data on your CSV file is plain text and does not retain the HTML formatting.