How to Upload Family Tree Information in Salesforce CRM using Data Loader Tool

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Important Notes:

  • Back up your CRM data before following the steps in this article.
  • You can upload data into Microsoft Dynamics CRM in multiple ways. The steps to upload data may differ based on the procedure you choose to follow.
  • If you are unable to upload data even after following the steps below, then send an email to services@insideview.com for assistance. 
StepDescriptionDetails
1 Launch Data Loader Tool Launch Data Loader Tool for Salesforce CRM and click Insert Records. The Login page opens.

 

2 Select the Account link After successful login, click Next to select the Salesforce Object. To add new accounts, select the Account link.

 

Step 1: Import Ultimate Parent Companies

StepDescriptionDetails
1 Import the file To import the Upload1_Ultimate Parents.csv file, click Browse and select the  comma-separated value (CSV) file.

 

2 Review the count of records A message appears showing the number of accounts that will be inserted into Salesforce. Make sure that the count matches the number of records in InsideView’s CSV file.

 

3 Map the fields Map the fields in the CSV file with Salesforce CRM fields using the Create or Edit a Map option.

 

4 Drag and drop fields Drag the appropriate fields accordingly to map as shown below:

 

5 Save the mapping Save the mapping in a folder for future use with a name Upload1_mappings.sdl.
6 Proceed to next Click OK after which you will notice the mappings that you have selected. Click Next to proceed.

 

7 Choose a folder Select a folder to save the success and error files for reference.
8 Save file Click Finish.

 

9 Review the progress Once the import is complete, a message appears showing the number of records succeeded. Ensure that there are ‘0’ errors.
10 View the success log Click View Successes and select the “open in an external Program” option.

 

A copy of the success and error files will be saved in the folder selected earlier. The file contains an “ID” column generated in Salesforce for the inserted records.

 

11 Map the generated IDs These generated ID’s should be mapped in the file Upload2_Intermediate Parents.csv in the column Salesforce Parent ID based on the Ultimate Parent ID (Column B) available in the success file. Please use VLOOKUP formula in Excel to do this.

 

12 Save and close the CSV file. Save and close the Upload2_Intermediate Parents.csv file after mapping the Salesforce Parent ID.

Step 2: Import Intermediate Parent Companies

StepDescriptionDetails
1 Import the intermediate parents file Once the Salesforce Parent ID’s are mapped in the Upload2_Intermediate Parents.csv, import this file into Salesforce using the Insert Records option in Data Loader tool. Follow same process in steps 1 and 2 in the previous section.
2   Use the Choose an Existing Map option and select the map file (sdl) saved during Step1. The Salesforce Parent ID should be mapped to the Parent Account ID field in Salesforce, so that the Family Tree relation is built in Salesforce. Save this new mapping as Upload2_mapping.sdl  for future use.

3 Follow steps 5 to 8 from the previous section Follow the same process as described in steps 5 through 8 of of the previous section to open the success file.
4 Map the generated account IDs The generated Salesforce Account IDs need to be mapped in the file Upload3_Childs.csv in the column Salesforce Parent ID (Column C), using the Parent ID (column B of Upload3_Childs.csv) and Intermediate parent ID of success file 2. Follow same process described in step 9 of previous section.

5 Map the "#N/A" “#N/A” values correspond to the values that are not found in success file 2. These values can be found using the Ultimate Parent ID values in Success File 1, and by mapping fields for only #N/A values. This is because some companies have the Intermediate Parent ID’s same as Ultimate Parent ID and they were already inserted during Step 1 into Salesforce.

6 Proceed to next process Once the second mapping is done, ensure that there are no “#N/A” values in  the csv file. Save and close the file to proceed to Step 3.

Step 3: Import the Child Companies

StepDescriptionDetails
1 Import the child companies file After the Salesforce Parent ID’s are mapped in the Upload3_Childs.csv file, import this file into Salesforce using the insert records option in the Data Loader tool. To import the child companies, follow the same process as described in the previous section, but the select the Upload2_mapping.sdl file while selecting the mapping.
2 Insert child companies To insert child companies, follow the same process described in Steps 1 and 2.
3 Save the file. Once the import is complete, save the success file for reference. In case of any error records, view the error file and correct the errors mentioned in the Error column (only in case of failed records).

Step 4: Import the Companies without Family Tree

The companies without a family tree relation can be imported directly using the Upload4_wo_FT.csv file as described in Step 1, using the Upload1_mapping.sdl  mapping file, which has no Parent ID mappings.

Step 5: Validate the data

Log into the Salesforce production instance and check randomly for some records to ensure that the family Tree hierarchy is created as illustrated below:

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