Set Salesforce 'Audit' Field Values for Imported Records

Note: To set values for audit fields on record creation, you must have the correct features and user permissions enabled. See the Enable 'Create Audit Fields' article for more details. Since these fields are intended to be used for auditing purposes, it is only possible to set them on record creation and not update.
 

Perform an Export using the Data Loader

If you're transferring data from another CRM, you can perform an Export All on the desired object by downloading a copy of the column headers to a CSV. Cross-reference those column headers against the data available in your original CRM to fill out the CSV and prepare it for upload into Salesforce.

1. Open Data Loader.
2. Click Export All.
3. Log in with your older org credentials.
4. Select the Object (select Show all Salesforce objects to see custom objects).
5. Click Browse, then select a folder location to save your export.
6. Click Select all fields.
7. Click Finish.
8. Click Yes on the pop-up message.
9. After the export completes, open the exported CSV file and edit your audit fields.

Notes: 

• Custom Fields. You'll need to create Custom Fields on your Standard and Custom Objects to capture required fields or data from your external data source. See Create Custom Fields and Migrate data from one organization to another for additional details and instructions.
• 'Created Date' and 'Last Modified Date' fields must be entered in the correct date/time format to upload with Data Loader. See the Format the 'Date' and 'Date Time' data in a CSV file article for details.
• 'Created By' and 'Last Modified By' audit field values in your file will need to be populated with the target org's corresponding User Ids. See Find the Salesforce ID for a User or profile  for details.

Once you have created any fields necessary to store the data and have prepared your CSV file for Salesforce, you'll need to insert or import the data.
 

Perform an Insert using the Data Loader

1. Open Data Loader from your Desktop.
2. Click Insert.
3. Log in with your new org credentials.
4. Select the Object (select Show all Salesforce objects to see custom objects).
5. Click Browse, then select Object's groomed file from the folder location where it was saved.
6. On the "Initialization Succeeded" pop-up window, click OK.
7. Select either Existing Mapping or Create or Edit a Map (or select 'Auto-Match Fields to Columns' and edit or manually map fields if needed). 
   • Note: Most importantly, ensure that you've mapped your Audit System Fields (CreatedDate, CreatedById, LastModifiedDate, LastModifiedById).
8. Click Next.
9. Click Finish.
10. Click Yes on the pop-up message.

Repeat this process until you have imported all the objects that you plan on transferring to your new organization.