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MassEffect - Import

Common Uses:

  • Insert products and price books
  • Insert attachments from files that reside on your local PC (includes image files, xls, word documents etc.)
  • Insert new Tasks, Opportunities, and Events to any object in Salesforce


    • Compatible Data Sources:

    • .xls (Excel, pre 2007)
    • .xlsx (Excel 2007)
    • .csv
    • .mdb (Access 2003)
    • .accdb (Access 2007)
    • .udl


    Step 1.  Choose a File
    • Select the file by clicking the "Select File" button
    • Browse to find the file and click "Open"
    • If an .xls or .mdb file has been chosen the user must select the worksheet/table name to process by clicking on it (will highlight in blue).  Click the "Use" button on the right or double click to select (the fields from the spreadsheet/table will populate in the left column of the page).
    • The number of records loaded will be displayed in red



    Step 2. Select the INSERT Operation


    • Inserts new records for one object per pass (i.e. cannot create new Account and Contacts in one pass; this would be two passes with MassEffect)



    See also

    MassEffect - Overview
    MassEffect - Export Data