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CSV Data Management
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            Import CSV Data into Multiple Salesforce Objects Simultaneously

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            Import CSV Data into Multiple Salesforce Objects Simultaneously

            Use the advanced CSV data import feature to import data into multiple Salesforce objects in a single process. Perform complex data transformations on the CSV file, and then import the transformed data into one or more Salesforce objects. You can insert, update, or upsert data into Salesforce objects.

            Required Editions

            Available in: Lightning Experience
            Available in: View edition availability.
            User Permissions Needed
            To import CSV data by using DPE: Advanced CSV Data Import

            Before you use the advanced CSV data import feature to import CSV data into Salesforce, you must create a Data Processing Engine (DPE) definition, add DPE nodes and input variables. See Configure Data Processing Engine Definition.

            1. From the App Launcher, find and select the CSV File Import app.

              If you don’t see the CSV File Import app, change the profile settings to make the CSV file import option visible in existing orgs.

            2. Click Import using Data Processing Engine (DPE).
            3. Click Upload CSV File.
              When you upload the file, the file size and preview of the first ten rows are available.
            4. From the Select the DPE Definition search list, select the DPE definition that you configured to use as the schema to import the CSV data.
            5. Click Start Import.

            After the import process is complete, check the import logs.

            • Configure Data Processing Engine Definition
              Create a Data Processing Engine (DPE) definition, add DPE nodes and input variables to the DPE definition. Then, activate the DPE definition to use it for the advanced CSV import feature.
             
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