Insert or Update Product Catalog Records (Product2) Using Data Loader

Summary

The following steps describe how to use Salesforce Data Loader to insert new Product records or update existing Product records in bulk. Before proceeding, export a backup of your current Product2 data from the Product2 object.

Insert Products via Data Loader

1. Prepare a CSV file for your Product import with the columns you need (for example: Product Name, IsActive).
2. Log in to Data Loader.
3. Click Insert.
4. Select Product (Product2).
5. Browse for your CSV file.
6. Click Next and click OK on the pop-up.
7. Click Create or Edit a Map.
8. Map the fields from your CSV file to the corresponding Salesforce fields.
9. Click OK, then Next.
10. Select the folder where you want to save the success and error files.
11. Click Finish.

Update Products via Data Loader

1. Export your Product (Product2) data to use as a template for the update. Save a copy of the export to a safe location for backup purposes.
2. Edit the exported file. Delete all unnecessary columns, keeping the ID column and any columns you want to update.
3. Make the necessary changes and save the file as a CSV (comma delimited) file.
4. Log in to Data Loader.
5. Click Update.
6. Select Product (Product2).
7. Browse for your CSV file.
8. Click Next and click OK on the pop-up.
9. Click Create or Edit a Map.
10. Map the fields from your CSV file (for example: ID, Product Name, IsActive, Description).
11. Click OK, then Next.
12. Select the folder where you want to save the success and error files.
13. Click Finish.
14. On the Warning pop-up, select Yes to proceed.