How to Mass Update Record Types for Salesforce Records Using Data Import Wizard

Export Object Records Along with Their Salesforce IDs in Salesforce Classic

Note: The example below uses the Contact object. The same process applies to any Salesforce object that supports Record Types.

1. Go to the Reports tab and choose New Report.
2. Under Accounts and Contacts, select Contacts and Accounts.
3. Click Create.
4. Under Filters, click Add and specify the filter criteria (for example, Contact Name equals a specific name if applicable). Click OK.
5. Under Show, choose All Accounts.
6. Under Range, choose All Time.
7. Ensure that you add the Id and Contact Record Type fields from the left panel.
8. Once the report is ready, click Run Report.
9. Click Export Details and export the report in CSV format.

Export Object Records Along with Their Salesforce IDs in Lightning Experience

1. Go to the Reports tab.
2. Click New Report.
3. Click Accounts & Contacts, then Contacts & Accounts.
4. Click Continue.
5. Under Columns on the left side panel, type "ID" in the Add Column search bar and click Contact ID. Then search for Record Type and add it as a column. Note: You can remove other fields since the only fields needed for the export are Contact ID and Record Type.
6. Click Filters and configure: Show Me = All Accounts (Done), Created Date Range = All Time (Done).
7. Click Run.
8. Click the dropdown button next to Edit and click Export.

Get the Salesforce ID of the Record Type and Update Your CSV File

1. Go to Customize > Object > Record Type.
2. Click the Record Type name that you want to apply to your records.
3. The Salesforce ID of a Record Type does not appear in a report, so you must retrieve it from the URL of the Record Type detail page.
4. Copy the 15-character alphanumeric ID found after "id=" in the URL. Example URL: — in this example, the Record Type ID is 01290000000uF5s.
5. Paste the Record Type ID into the Record Type Id column in your CSV file.
6. Save the CSV file.

Update Existing Records Using Data Import Wizard

1. Navigate to Data Import Wizard:
   1. Salesforce Classic: Setup > Data Management > Data Import Wizard
   2. Lightning Experience: Gear icon > Setup > Integrations > Data Import Wizard
2. Click Launch Wizard!
3. Click Account and Contacts.
4. Select Update existing records. Note: Always check "Update existing Account information?" if applicable.
5. Open the CSV and map the fields as required.
6. Click Start Import once all fields are mapped.

Important Notes Before Importing

• This process applies to all Salesforce objects that support record types, not just Contacts.
• If the target Record Type is linked to a page layout that has required fields, and the import file does not include values for those required fields, the update will not be successful. Ensure all required fields are populated in the CSV before importing.

See also:

Find the ID of a record type
How do I use the Data Import Wizard to update records that match specified Salesforce IDs? 
Unable to select record type in Data Import Wizard
 

Export Details