Dataloader.io is a web based tool for Salesforce. It is 100% cloud application used to import, export and delete data from Salesforce. It is
very simple, free and no app download is required for Salesforce. It can be
used with all the Salesforce editions. In dataloader.io you can schedule the
import and export task on hourly, daily, weekly or monthly basis. As compared to Salesforce Data Loader you don't require security token to login in Dataloader.io.
Dataloader.io can be searched and downloaded through
AppExchange and click “Get It Now”.
Select the check box and click “Install from provider’s site”.
It will take you to provider’s website for installation.
Select the Environment: Production or Sandbox
Select “I have a custom Salesforce domain” is you have any.
Select checkbox “I agree to the term and services” and
Login.
Click Allow
Dataloadr.io account successfully created using Salesforce.
Exporting Data From Salesforce
New Task > Export.
1.
Connection and Object Section
Connection:
Select the connection from the drop down menu. The login credentials will be
the default connection. If you want to add another connection click the “+”.
Object:
Select the object for data export. For
Example: Select Account object for data export and Next
2.
Fields Section
Select the fields to be included in
the export file. For example we have selected Account ID and Account Name.
Filter: Set the criteria as
required and only that data will be exported which matches the criteria.
Order: How to order the data.
SOQL Query: You can also write
custom queries to export the data.
Next
3.
Run Section
Review the details in the summary section.
Schedule
Task: To schedule the export task on None, Hourly, Daily, Weekly or Monthly
basis.
Use
Bulk API: Choose between Batch API or Bulk API.
Send
me the results via e-mail: Select the checkbox to send the results via
email.
You can further use advanced settings.
Save
and Run
Export complete. Click successes and save CSV file on
desktop.
Exported Accounts Data.
Deleting Data in Salesforce
Task > Delete
1. Connection and Object Section
Select the object for which you want to delete
the data in Salesforce.
2. File
Upload CSV file from My Computer,
FTP, Secure FTP, Dropbox, Box or Database and Next.
Select the column from the CSV file that
contains IDs of the objects to be deleted. For this task the ID columns matters
the most.
4. Run Section
Review the summary section.
API Mode: Select Use Bulk API or
Use Batch API with 200 records per request.
Save and Run
Specific accounts records in the
CSV file will be deleted from the Salesforce.
Importing Data
into Salesforce
Task >
Import
1. Connection and Object
Connection:
Select the connection from the drop down menu. The login credentials will be
the default connection. If you want to add another connection click the “+”.
Operation:
Select Insert, Upsert or Update.
Object:
Select the object you want to insert, upsert and update the data into the
Salesforce.
2. File
Upload CSV file from My Computer, FTP,
Secure FTP, Dropbox, Box or Database and Next.
3. Mapping
Map your CSV columns to your Salesforce fields.
4. Run Section
Review the summary section.
API Mode: Select Use Bulk API or Use Batch API with
200 records per request.
Save and Run
Specific accounts records in the CSV file will be deleted
from the Salesforce.
Click Run to
confirm to alter Salesforce Data.
Account
Update successful.
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