Use of the Data Import Wizard to import your Opportunities requires users to input the id of related records in order to associate them together. For users that want to use the name of a related record instead of the id, Dataloader from Mulesoft (Dataloader.io) can be used to import their Opportunities.
To import Opportunities using Dataloader from MuleSoft, begin by going to https://dataloader.io/ and click the Login with Salesforce button in the upper right.
The following example can be used for a test import while going through the following steps. If you do not have an Account or Contact with the values in the example, simply change the values to the names of an Account and Contact that are in your org. To use this example for a test import, copy and paste the values below into an Excel or Numbers worksheet then save it as a .csv file.
| Opportunity Name | Account | Contact | Stage | Close Date |
|---|---|---|---|---|
| Great Smoky Mountain Trail Pass | GetOutdoors.com (Sample) | Maria Gardner (Sample) | Qualification | 4/21/2021 |
Now that we have a test .csv file, in Dataloader from MuleSoft (Dataloader.io):
After the import is completed, the next step is to perform an import that relates the Opportunity to its associated Contact in Dataloader from MuleSoft (Dataloader.io):
After your import is completed, you can log in to your Salesforce org to confirm:
For more information on importing using Dataloader from Mulesoft (Dataloader.io), please review the following resources:
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