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Import Notes and Attachments using Data Loader

Fecha de publicación: Sep 25, 2025
Descripción

The Data Import Wizard does not support import of Attachments into Salesforce; you need to use the Data Loader for this task.

The Data Loader is only available for Enterprise Edition and above, or API enabled orgs.

For other editions, you would need to contact your Account Executive to discuss provisioning the API for your organization.
 
Solución

Notes and Attachments are separate objects and you would need to prepare individual import files for each object.

For Notes, you would need to prepare the import file with the following columns:
 
  • Body: This contains all the text information.
  • IsPrivate: To make it a private note.
  • OwnerId: The record owner.
  • ParentId: ID of the object associated with the note.
  • Title: Title of the note.

If your organization has Set Up Notes and enabled the enhanced note-taking tool (Setup | Customize | Notes | Notes Settings | select Enable Notes), you will need to insert note records into the ContentNote object instead of the Notes object. See Import Notes to the ContentNote object with Data Loader for more details.
 
For Attachment, you will need to prepare the import file with the following columns:
 
  • ParentId: ID of the object associated with the attachment
  • Name: The name of the attachment file
  • Body: The absolute path to the attachment file's location on your local drive.

See Upload Attachments for more details on preparing and importing your file.

 

Insert the records via the Data Loader:

 
  1. Open Data Loader and set the batch size to 1. See Configure Data Loader for instructions on setting batch size.
  2. Click the Insert button. Login to Data Loader using Salesforce credentials plus the security token. Note: If you do not have the security token please see steps in Reset Your Security Token.
  3. Select Show all Salesforce objects to choose either Note or Attachment (depending on the type of record you are importing).
  4. Locate the object from the list of objects and browse for the .csv file. You can then either choose to auto-map or manually map the columns in the .csv file to the fields.
  5. For every operation, the Data Loader generates two unique .csv log files; one file name starts with "success," while the other starts with "error." 
  6. Click on Browse... to specify a directory for the log files.
  7. Click on Finish, and click on Yes on the prompt.
  8. Click OK.

 

See also:
Add IDs of available records to your import file
Unable to change the ParentId field for attachments with Data Loader 
Error 'Maximum size of request reached' when you import Attachment or Content


Salesforce Support Video: 

How to Import Attachments in Your Org via Data Loader 

How to Prepare Your CSV File to Import Notes

Número del artículo de conocimiento

000384483

 
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Salesforce Help | Article