Import Opportunity Contact Roles with Data Loader

To import Opportunity Contact Roles using Data Loader, first prepare a .csv file with the required fields, then use the Data Loader Insert operation to upload the file and map the columns to the OpportunityContactRole object in Salesforce.

Prepare Your CSV File

Add the following columns to your .csv file:

1. ContactID - ID of the Contact you are adding to the Opportunity Contact Roles related list.
2. OpportunityID - ID of the Opportunity you are adding the Contact to.
3. Role - Name of the role you are assigning to the Contact. This needs to be a value from the Role picklist.
4. IsPrimary - This will mark the Primary checkbox on the Contact role.

Note: You can find additional details in OpportunityContactRoles. This article can help you locate the IDs of records.

Steps to Import Opportunity Contact Roles with Data Loader

1. Open Data Loader then click Insert.
2. Click Log in.
3. Enter your username and password, then click Next.
4. Select Show all Salesforce objects.
5. Select Opportunity Contact Role (OpportunityContactRole).
6. Click Browse.
7. Select your .csv file, then click Open.
8. Click Next.
9. After the initialization, click Ok.
10. Map the columns of your .csv file to Salesforce fields by choosing either Choose an Existing Map or Create or Edit a Map.
11. Click Next.
12. Click Browse... to specify a directory for the success files and the error files.
13. Click Finish to perform the operation and then click Yes to confirm.