Loading

Insert or update Products with Data Loader

Julkaisupäivä: Oct 13, 2022
Kuvaus

Data Loader can be used to bulk create or update Products in your organization.


Before you get started, there are a few considerations:
  • Depending on the custom fields you created for Products, the columns you need will vary. For information about the standard fields, visit: SOAP API Developer Guide Product2
  • Product Name is a required field when you insert or create Products
  • Run a full Export on the Product2 object to get a list of the IDs associated with products, and to make a backup of your current data prior to performing any Update on the object. 
Ratkaisu

 

Insert Products via Data Loader
 
1. Prepare a csv file for your Product import file with the columns you need (example of columns: Product name, IsActive, etc.)
2. Log in to Data Loader.
3. Click on 'Insert' button.
4. Select 'Product (Product2).'
5. Browse for your csv file.
6. Click on Next button and click Ok on the pop-up.
7. Click 'Create or Edit a Map.'
8. Map the fields listed on Step 1 appropriately.
9. Click on 'Ok' button, then 'Next.'
10. Select the folder where we want to save the success and error file.
11. Click on 'Finish' button.



Update Products via Data Loader
 
1. Export your 'Product (Product2)' details so you have a template for the Update. 
 
Note: Salesforce recommends that you save a copy of the export to a safe location for backup purposes. 

2. Edit the file. Delete all unnecessary columns, keeping the ID column and any other columns you want to update. 
3. Make the necessary changes and save a copy of the CSV (comma delimited) file.
4. Log in to Data Loader.
5. Click on 'Update' button.
6. Select 'Product (Product2).'
7. Browse for your csv file.
8. Click on Next button and click Ok on the pop-up.
9. Click 'Create or Edit a Map.'
10. Map the fields you have on Step 2 appropriately (example: ID, Product Name, IsActive, Description, etc).
11. Click on 'Ok' button, then 'Next.'
12. Select the folder where we want to save the success and error file.
13. Click on 'Finish' button.
14. On the Warning pop-up, select 'Yes' to proceed.


See also:
Insert new Products and custom Price Books via Data Loader
Install Data Loader on macOS
Install Data Loader on Windows

Salesforce Support YouTube video:

How to Load Products via Data Loader
 
Knowledge-artikkelin numero

000382620

 
Ladataan
Salesforce Help | Article