Apex Data Loader Tips and Tricks

Importing Date Values:

1.    Make sure the date format in csv file as MM/DD/YYYY to import data.

2.    If the date format is incorrect please change the date format as below, To Change Date Format Go to Adjust Date/Time à Change Date and Time à Change Calendar Settingà change date format as MM/DD/YYYY.

3.    Set your desired Time Zone in Dataloader setting before import Data, If the Time Zone is differ Date will be changed based on your time zone.

Importing Lookup Field Values:

1.    To import Account lookup values in Contact, the corresponding Account Name is enough to import.

2.    To import Account lookup values in Opportunity, the corresponding Account ID is needed, else it will thorough error.

3.    Use Corresponding lookup values ID to avoid Errors while importing.

Importing Checkbox Values:

1.    While importing Check box values, it must be true or false values in excel sheet.

True - Checked

False – Unchecked

Importing Picklist & Multi-Picklist Values:

1.    While importing Picklist values to Salesforce, make sure the particular values available or not in the corresponding picklist field. In multi-select picklist split values by semi colon.
     For example: Web;Adv;Email

2.    If the Value is not avail means it will not show any error, it will be added into the corresponding record as a new picklist value.

Blank Row Consideration:

If there is not even single mandatory field in your object (Custom or Standard), please consider the following,

1.   While importing data make sure the empty row in not available in Excel sheet in between records.

2.   If excel sheet contain empty row, Empty record is created.

3.   The above excel sheet, totally 6 records will be inserted into the object(including 2 empty records)