Mass Import Documents into Salesforce

Import Documents with Data Loader

1. Create a CSV file with the following fields:
 

Where:
 

• FOLDERID is the Salesforce ID of the folder in which the Documents should be created.
• NAME is the file name.
• CONTENTTYPE is the content type of the document
• TYPE is the specific file type of the Document. In general, the values match the file extension for the type of Document, such as PDF or JPG. The 'Label' is 'File Extension.'
• ISPUBLIC (true/false) viewable to other users.
• BODY is the location on your PC of the file to be attached.
• DESCRIPTION is a place for a narrative description of the file (Optional.)
• IsInternalUseOnly should be set to 'True' so that fields may be used in html, like logos (Optional default=false.)

2. Start Data Loader.
3. Select Insert.
4. Click Show all Objects.
5. Click Document in 'Select Object.'
6. Browse to the CSV file you created in step 1.
7. Click Next, then OK.
8. Click Create or Edit Map.
9. Click 'Auto-Match fields to Columns,' then click OK.
10. Click Next, then Finish.