Mass insert and update the Opportunity Line Item schedule

Import Opportunity Line Item Schedule

1. Get the ID of the Opportunity Line Item into which you are inserting the schedule using one of the following methods: 

1. Export the Opportunity Line Item to get the ID.

1. Open Data Loader.
2. Click Export.
3. Select Show all Salesforce objects.
4. Select Opportunity Product (OpportunityLineItem).
5. Enter the target for extraction, append '.csv' to the file type.
6. Click Next.
7. From the Query Fields Table select Id. Note: Add filters to distinguish Opportunity Line Items since the Opportunity Line Item Name is not included in the query fields.
8. Click Finish then click Yes.

2. Check the Opportunity Line Item ID in the URL bar of your browser. The ID is a 15-digit alphanumeric string that begins with 00k. 

2. Prepare the .CSV file with the following column headers:
 

• Description (Comment) *optional
• OpportunityLineItemId
• Quantity
• Revenue
• ScheduleDate
• Type (Revenue, Quantity, or Both)
   

You can check OpportunityLineItemSchedule for more information about the fields.

3. Mass insert new schedules for Opportunity Line Items
 

1. Open Data Loader.
2. Click Insert.
3. Select Show all Salesforce objects.
4. Select Line Item Schedule (OpportunityLineItemSchedule).
5. Browse for the .CSV file.
6. Click OK.
7. Click Create or edit map.If you have an existing field mapping, click Choose an Existing Map, select the sdl file, and skip steps 8 and 9.
8. Match fields.
9. Click Ok.
10. Click Next.
11. Click Finish then click Yes.    

1. Open Data Loader.
2. Click Export.
3. Select Show All Salesforce objects.
4. Select Line Item Schedule (OpportunityLineItemSchedule).
5. Enter target for extraction, append '.csv' for the file type.
6. Click Next.
7. From the Query Fields Table, select Id and other fields you want to include. Note: Add more fields to distinguish Opportunity Line Items since Opportunity Line Item Name is not included in the query fields.
8. Click Finish then click Yes.
    

And then here are the steps in updating of Opportunity Line Item Schedule:
 

1. Open Data Loader.
2. Click Update.
3. Select Show all Salesforce objects.
4. Select Line Item Schedule (OpportunityLineItemSchedule).
5. Choose the .CSV file.
6. Click OK.
7. Click Create or edit map. If you have an existing field mapping, click 'Choose an Existing Map', select the sdl file and skip the steps 8 and 9.
8. Match fields.
9. Click Ok.
10. Click Next.
11. Click Finish then click Yes.

See also:

• Insert, Update, or Delete Data Using Data Loader 
• Insert Opportunity Product Schedules via Data Loader