How to Insert Products via Data Loader in Salesforce

In Salesforce, the Data loader is used for various data management operations, and it is also very efficient in managing products and services. It is better and easier to use Data Loader when inserting products in bulk because the Data Loader can efficiently upload mass products in Salesforce without any errors.

In this Salesforce tutorial, we will learn to insert products via data loader in Salesforce.

Insert Products via Data Loader in Salesforce

To insert products via Data Loader in Salesforce, ensure you have installed the Data Loader tool in your system and have the required access to manage products.

If you meet the above conditions, then follow the below steps.

1. First, create a new CSV file with the header columns Description, IsActive, Name, and RecordTypeID.

Enter the product description in the description column, In the isActive column enter True for all rows. In the Name column, enter the name of the products.

Insert Products via Data Loader in Salesforce

2. To get the record type ID, we will run an export operation by following the steps.

Open Data loader -> Export -> select object record type -> browse the location for extract file-> Next.

Upload Products with Salesforce Data Loader

3. Now select the query fields Id, Name, and SObjectType then click on the Finish button.

Insert Mass Products with Salesforce Data Loader

4. From the exported CSV file, get the ID of object type Product2.

Use data loader to insert products in Salesforce

5. Enter the ID in the header column RecordTypeID and keep it the same for all columns.

Create a CSV file to insert product via Salesforce Data Loader

After this, save this CSV file in your system from where it can be accessed to the Data Loader. Now we have created the CSV file for the new products and in the below steps, we will insert these products via the data loader.

See also  How to Import the Notes Via Data Loader in Salesforce

6. Open the Data Loader and click on the Insert button.

Insert Bulk Products via Salesforce Data Loader

7. In this step, activate the checkbox Show all Salesforce objects, then select the data object Product(Product2).

After this, browse the CSV file from your system that we have created in the above steps, then click on the Next button.

Insert or upload Products via Salesforce Data Loader

8. As we click on the Next button, the data loader will initialize the uploaded CSV file, and here, click on the OK button to proceed.

Import Products Via Salesforce data loader

9. In this step, we will map the object fields with header columns of the CSV file. To do that, click on the button Crete or Edit a Map, then in the next window, click on the button Auto-Match Fields to Columns.

Now, the object fields will be auto-matched with the header columns, and in case it doesn’t, then you have to drag the object fields down to the column mapping.

After mapping, click on the OK button, then click on the Next button to proceed.

Use data loader to mass insert products in Salesforce

10. In this window, select the location to save the success and error files that will show the details of the insert operation.

At last, click on the Finish button.

Insert Products with Salesforce Data Loader

11. As we click on the Finish button, a warning message will appear regarding the data operation. Here, click on the Yes button to proceed.

Insert New Products via Salesforce Data Loader

12. After the completion of the import operation, we will get a message of success and errors that occurred during the data insertion.

Here, if the message displays successful inserts, it means that products are inserted successfully. Click on the OK button to close the data loader tool.

Use Data loader to insert multiple products in Salesforce

To view the inserted products, open the Products tab, and there you can view the recently created product.

Insert and create products via Salesforce data loader

Now, we have successfully inserted the products via the Salesforce data loader.

See also  How to Mass Update User licenses with Data Loader in Salesforce

In this way, we can insert or upload products via the Data Loader in Salesforce.

Conclusion

In Salesforce CRM, product management and its customization are very crucial. In this blog, we discussed the capabilities of data loader in customizing the org products. By following the above example, you might have got good insights about the method of inserting products via data loader in Salesforce.

You may like to read: