CSV File Readiness

Ensure that these prerequisites are met when you prepare the CSV files for data import.

• The first row in a CSV file lists the field names for the object that you're processing. Each subsequent row corresponds to a record in Salesforce.
• When you create a record, you must include the required fields. You can optionally include any other field for the object.
• The files must be in UTF-8 format. When Salesforce receives the files, they’re converted to base64 format. This conversion can increase the data size by approximately 50%. To account for the data size increase, upload data that doesn’t exceed 100 MB.
• The supported delimiters are comma, backquote, caret, pipe, semicolon, and tab for columns, and line feed for rows.
• You can import only User Interface API-enabled objects.
• The ID field of the record is required in the CSV file for an update operation, which identifies the record to update.
• The ID field or the external ID field of the record is required for an upsert operation, which identifies the record to update and the record to insert.
• The date fields must follow the yyyy-MM-dd format.

Note You can now use the Generate Import Template option to download a comma-separated values (CSV) template file for your data import. The template includes the required object headers, which help you map your data to the correct Salesforce object fields and prevent import errors.