How to Import Users Using Data Loader In Salesforce

In Salesforce data loader is a data management tool that allows users to perform bulk data import and exports. It is also helpful in automating the process of importing multiple users into the Salesforce environment.

In this Salesforce tutorial, we will discuss the method of importing users into Salesforce using the Data Loader.

Prerequisites to Insert Users with Data Loader

There are some special requirements for inserting or creating a user with a data loader in Salesforce.

1. To import the users we first need to create an external CSV file with the following required fields.

  • Alias
  • Username
  • Email
  • First Name
  • Last Name
  • Locale (LOCALESIDKEY)
  • Language (LANGUAGELOCALEKEY)
  • Email Encoding (EMAILENCODINGKEY)
  • Time Zone (TIMEZONESIDKEY)
  • Currency (CURRENCYISOCODE)
  • ProfileId
  • UserRoleID

2. The users created with the data loader will not have a password. Here, we need to go to the user profiles from the Profiles setup and then use the “Reset Password” button to select the desired users from a User list view and reset the password.

Salesforce Data Loader to insert users

3. If you don’t specify the IsActive field when inserting a user, which means not including the ISActive header column then the user will automatically be inserted as Active.

Create users in Salesforce with data loader

Import Users Using Data Loader In Salesforce

To import users using Data Loader in Salesforce, make sure that you have system administrator access and have Data Loader installed in your system. If you meet these requirements, then follow the below steps.

1. To import the users, first we need to create an external CSV file with the header columns that we have discussed in the above prerequisites.

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Create CSV file to import users in Salesforce with data loader

2. Enter the fields Alias name, First Name, Last Name, UserName, and Email.

3. In the columns LOCALESIDKEY, LANGUAGELOCALEKEY, EMAILENCODINGKEY, TIMEZONESIDKEY, and CURRENCYISOCODE you can enter the values copied from the exported CSV file of user details and keep it the same for all users.

4. To get the ProfileID, go to the setup window and in the Quick Find box and search then select profiles.

5. In the Profiles setup, select the license name to which you have to add users (in this example, I have selected the Identity User license) and after opening the standard user edit window, copy the 15-digit ID from the URL that starts from 0.

Get profile id to import users with data loader in Salesforce

Now paste that Profile ID in the PROFILEID column and keep it the same for all users. After this Save this CSV file.

6. To get the UserRoleId, go to the Quick Find box and search then select Roles. Then in the Roles setup select a role that you will assign to the user. In this example, I have selected a custom role Admin Support.

In the setup of the selected role, go to the URL link and copy the 15-digit code that is at the end of the URL starting from 0.

Get User Role id to import users in Salesforce using data loader

Then paste this code id in the header column USEROLEID.

7. Open the Data Loader tool and log in with your credentials.

8. Click on the Insert button.

Insert Users in Salesforce with data loader

9. In this window, activate the checkbox Show all Salesforce Objects then select the option User (User) from the list of data objects.

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After this select the CSV file that we have created in the above steps, and then click on the Next button.

Add Users to Salesforce using Data loader

10. In this step, we will create a mapping between the external file’s column header and the Salesforce Object Field Name. For that click on the button Create a Edit a Map.

In the next window, click on the button Auto-Match Fields to Column. If any column is missed in mapping then you add it by drag and drop.

After completing the mapping click on the OK button then click on Next.

Add mapping to insert user with data loader in Salesforce

11. Select a folder or location in your system to save the success and error files that can be accessed later.

At last click on the Finish button.

Insert multiple users in Salesforce using data loader

12. To start the operation of inserting new records, click on the Yes button.

Import users in Salesforce using data loader

Now the import operation will be started and after completion, we will get a message of success and errors of the import. Here click on the OK button to close the data loader wizard.

Import multiple Users to Salesforce using Data loader

In this scenario, I have got 1 error and 6 successes, which means out of 7 records, 6 were successfully imported in Salesforce and we can view the error issue in the folder that we have selected to store error and success files.

13. To view the imported users, go to the profiles setup and open the profile in which you have imported users. In this example, I have imported the users in the Identity user profile that have the Identity license.

Assign User license to user with Data loader in Salesforce

In the above image, we can see that users are created for the selected profile.

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In this way, we can import and create users in Salesforce with the help of the above steps.

Conclusion

In this Salesforce tutorial, we have learned about the method of importing the users using the data loader in Salesforce. In the above steps, we created the CSV file with the required fields and later mapped it with the Salesforce objects with data loader and successfully imported and created users in the Salesforce org.

Along with this we also learned about the prerequisites, for importing the users in the Salesforce org.

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