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Integration · CRM

Salesforce Data Loader files from your data

The Salesforce CRM Pack ships Data Loader layouts and mappings from neutral contact, opportunity, product and case layouts. It writes files and does not call the Salesforce API.

Your contact, opportunity, product and case data → Salesforce Data Loader CSV

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What you need

Modules. Any paid module opens the Marketplace. Add Transfer to deliver files.

Edition. DataBridge Server or Desktop.

Pricing and what each edition includes.

Limits, stated plainly
  • No API calls. A person or script runs Data Loader.
  • The account mapping is skipped unless the QuickBooks pack, or your own Generic Customer template, is installed. Check What's included after installing.
Steps

How it works.

Each step names the feature as it appears in the product.

  1. Step 1

    Neutral layouts

    Describe your data as Customer Contact, Sales Opportunity, Product Catalog or Support Case.

  2. Step 2

    Mappings

    Map them to the Salesforce layouts.

  3. Step 3

    Layouts

    Account (with parent), Contact (with account and reports-to), Opportunity, Opportunity Product, Product, Price Book Entry, Lead, Campaign, Campaign Member, Case, Task and a Custom Object starting layout.

  4. Step 4

    Relationships

    Child files point at parents with External ID columns such as Account.External_ID__c. The pack's guide gives the load order.

  5. Step 5

    Validate and deliver

    Validate File first, then write the files and load them with Data Loader.

Marketplace packs used: Salesforce CRM Pack. See the Marketplace.

Questions

Common questions.

Does DataBridge sync with the Salesforce API?

No. It builds the files Data Loader imports, and you run the load.

How do child records find their parents?

Through External ID relationship columns such as Account.External_ID__c. Load parents first, in the order the pack's guide gives.

Keep reading

Related use cases and integrations.

Salesforce, HubSpot and Dynamics Import FilesDuplicate Customer Matching and CrosswalksValidate and Dedupe Data Before ImportHubSpot import files from your dataDynamics 365 Import Wizard filesWhat DataBridge connects to

QuickBooks, Sage 100, NetSuite, Salesforce, HubSpot, Dynamics 365, Shopify and Amazon are trademarks of their respective owners. Names are used only to say which system a connection, layout or file is for. ExtensibilityCo is not affiliated with or endorsed by any of them.

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The free browser edition needs no sign-in and never uploads your files.

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