Disclaimer: I'm still fairly new to the admin side of SF so might need things dumbed down a little bit.
I've tried bulk updating several record types with the data import wizard and it usually doesn't work. (The only time it seems to work is when I go to the wizard via the "Import"-Button in the Accounts or Contacts tab). There is no error message, no failed records but when I then go to the record to check, it's not updated. Right now for example I just want to mark some payments as paid.
What am I missing?
Michael Brown (SETGO Partners) 
Forum Ambassador
I got this to work on my end, you should only need 2 fields. Either the Payment Number or Id. Id's are typically recommended as a best practice, but it is still possible to use the Payment Number since that is technically a unique field.
It sounds like you're just trying to set a payment to Paid, so here's what my CSV looks like
On this section, all you need to worry about is the Match By. Here's I'm setting it to Name since I'm updating based on the Payment Number. Anything can be selected for the Opportunity field because it doesn't matter for this operation since we're not updating opportunities. This would primarily apply if you're creating payments and need to specify which opportunity they belong to
On the mapping screen I then can map my two fields.
Michael Brown (SETGO Partners)
Forum Ambassador
Hi Sara,
Can you confirm which object you're trying to update, and can you share an example of what your CSV looks like?
Thanks!
Can you post screenshots of the settings and mapping that you are using?
Here's a screenshot of the mapping, these are also the columns in the CSV file.
And these are the settings:
There is no option to map the opportunity name so I removed that from the CSV since the payments already exist anyway. Same for the payment name but I assumed the number is the same since there are no other "name" options for payments. (There's no error message that these two aren't mapped as there would be if I had selected the Salesforce ID but not mapped it.)
You selected Update existing records.
Would it be possible to append your Import CSV file with the Salesforce Id of the Payment records that you're trying to update?
Hi, sorry for the late reply. I'm not sure that would be in line with GDPR so I'd rather not tbh. What type of thing would you be looking for in the CSV?
I started using an MS Excel plugin call XL-Connector about 6 months ago and never touched the data importer again. It allows you to import directly from excel, and even selectively lets choose what rows you want to import/update/upsert. Once it runs on the selected rows it provides the results for each in a new column at the end of the row, letting you know what the result was (success/fail with reasons if there was a failure). I absolutely LOVE this tool.
