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Willem Rippen Sr import accounts and contacts 65000 acc/cont
I have Ligtning Enterpise and am new to SF.
I have file 65000 accounts/contacts "One Company, with sometimes several Contacts."
I have Excel split in 2 x 35000 or the total 65000.records. with both the header fields.
If I use the SF standard import Wizard with Accounts and Contacts wizard, I dont know how to avoid Double Accounts and
how to get the correct linking between the Accounts and Contacts.
I have also DATAloader which is not limited to 50.000, but (i prefer this Dataloader) to import first the Accounts and then the Contacts, ?? and how to get relationship.
How to work with Excel 2013 to get a correct CSV (,) file and not a semicolon (;) which seems to be the standard "csv"conversion.
All my data file DONOT include any commas anymore (cleaned).
Example file:
Johnson & Co, Ronald Trump
Johnson & Co, Anne Silver
Matis Comp, William Vank
Kaiser Comp, John Berg
Kaiser Comp, Martin Mounty
Hope to hear from you.
William
I have file 65000 accounts/contacts "One Company, with sometimes several Contacts."
I have Excel split in 2 x 35000 or the total 65000.records. with both the header fields.
If I use the SF standard import Wizard with Accounts and Contacts wizard, I dont know how to avoid Double Accounts and
how to get the correct linking between the Accounts and Contacts.
I have also DATAloader which is not limited to 50.000, but (i prefer this Dataloader) to import first the Accounts and then the Contacts, ?? and how to get relationship.
How to work with Excel 2013 to get a correct CSV (,) file and not a semicolon (;) which seems to be the standard "csv"conversion.
All my data file DONOT include any commas anymore (cleaned).
Example file:
Johnson & Co, Ronald Trump
Johnson & Co, Anne Silver
Matis Comp, William Vank
Kaiser Comp, John Berg
Kaiser Comp, Martin Mounty
Hope to hear from you.
William
First question: do you have external Ids for the objects Account and Contact?
The names could be not sufficient and you should insert the account first for exporting their Ids but you still need an external Ids ideally for the duplicate entries on the names (unique lookup values).
Imagine many Ronald Trump for Johnson & Co (junior and senior simply, quite common perhaps for english names).
You will have many answers here for this common question.
Thanks sofar, what is best option with Dataloader or the 50.000 max Acconts/Cpntact Import Wizard. Bye. William.
The dataloader can detect all the external Ids automatically when they exist and prompts for selecting them but you should use "Upsert" instead of "Insert/Update".
As soon as the external Ids exist in Salesforce and you use the dataloader with Upsert, the all thing becomes very intuitive (without exporting the account before loading the contacts).
https://help.salesforce.com/articleView?id=000002783&type=1
The 50.000 max limit for the wizard is a constraint indeed but you just need to split the complete files in bunches with a command split -l 50000
With the Dataloader, the limit is 5,000,000 records but there is global file size limit before (50 mo).
I am using these tools for windows (command line): http://gnuwin32.sourceforge.net/packages/coreutils.htm
But there are many alternative when you want to split a file with freewares:
How to split file in windows just like linux
https://stackoverflow.com/questions/34609650/how-to-split-file-in-windows-just-like-linux