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Quick Loader

Quick Loader (Quick as in less configuration) is used to import data from various file formats into Salesforce Org with support for flexible field mapping, parsing different date formats, and more.

In the next few versions, Brobench will also support full-featured Dataloader with support for saved profiles, multiple runs, etc., Go through the below video guide for an overview of Quick Loader.


Open the Quick Loader from the App Menu -> Modules -> Quick Loader. The below screenshot shows the various aspects of Quick Loader UI.

Steps​

Here are the steps you need to follow to import the data.

  1. Select the input file to be loaded
  2. Select the Object where to load the data in to
  3. Select the Action (Insert, Update, Upsert, Delete etc.)
  4. Define or review the Field mapping
  5. Import the data

The below sections explain each step in detail.

Select Input File​

Click on the Open Input File button to select the file to be imported. Upon clicking, app shows the below dialog. You can enter the data directly into the Input Text box, or you can select the file from your local drive. Keep below things in mind with regards to input file.

info
  • App supports loading CSV/TSV/Json/Excel (.xlsx) files
  • App supports pasting text in CSV/TSV/Json formats (Note that when you select cells in Gsheet/Excel/Number and copy, data is copied in TSV format)
  • If you select an Excel (.xlsx) file, the app will show the list of sheets in the file. Select the sheet to be imported.
  • We have tested the app to load data up to a million records, but your mileage may vary depending on your system resources

About Json files, the app understands and reads below shapes. In all cases, the first record dictates the field names. So make sure the first record has all fields. If some fields don't have data, set them as null

  • Array of Records.
[
  {
    "FirstName": "John",
    "LastName": "Doe"
  },
  {
    "FirstName": "Jane",
    "LastName": "Doe"
  }
]
  • Object with records field
{
  "records": [
    {
      "FirstName": "John",
      "LastName": "Doe"
    },
    {
      "FirstName": "Jane",
      "LastName": "Doe"
    }
  ]
}

Select the Object​

Next up select the Object to load the data into. App will show all Objects that can be data-loaded into, including Tooling Objects, Custom Settings and Custom Metadata.

info
  • Once you select an Object, that Object will be shown at the top of the list for easy selection next time
  • When you select an Input File, it contains a field named Id then value of that field will be used to identify the Object.

Select Action​

Next up, select the Action (Insert, Update, Upsert, Delete or Delete Hard).

info
  • Some objects support only specific Actions, and in such cases, only those will be shown. For example, Custom Metadata supports only Upsert and Delete operations.
  • If select input file has Id field present, then Action is set as Update otherwise will be set as Insert

If you select Upsert action, then Upsert Field will be shown, and you must select one of the available External Id fields for that object. For Custom Metadata, Upsert Field must be DeveloperName

Define Field Mapping​

Field Mapping informs the app how to map the input fields to the target Object fields. When you select the Input file and Object, app will do auto-mapping all matching fields from exact match to partial match.

Click on the Field Mapping button to open the Field Mapping dialog as shown below.

info
  • You can map the same input field to multiple target fields, but you can’t map multiple input fields to the same target field.
  • If you leave the target field blank, then mapping will not be done

Active/Inactive Field Mapping​

Each Field Mapping has Active checkbox. Field mapping is used only if it is active. You can use this to temporarily disable a mapping.

Date/Date Time Fields​

Salesforce expects the date and date time to be in ISO 8601 format. If your data not one of those supported formats, you can use Source Format field to define the format and app will parse the Date/Date Time using that format. Format tokens for date format refer to the parse_date formula function.

Boolean Fields​

Input value null, false, no, 0 (case-insensitive) will be mapped to false and all other values will be mapped to true.

Default Values​

If you want to set a fix value to a field or you want to default in case source value is blank, then you can make use of Default Value field in field mapping.

Input Data Grid​

When you select an input file, the app will load the data into the Input Data Grid. You can use the grid to preview the data and make some minor changes.

App Fields​

App adds _Status, _Error and _Id fields to the input data. These fields are used to track the status of the record, show any error that arises during the import, or show the Id of the record (which is critical if you are inserting records). Note that if your input file contains these fields, then they will be used as is which helps you to resume the import at a different time.

Remove Records/Fields​

Once data is loaded, you can remove some records or fields from the input data. To remove one or more records, select the records, right-click on the grid and select Remove Selected Records. To remove one or more fields, select one or more fields, right-click on the grid and select Remove Selected Fields.

Edit Records​

If you want to make any changes either before you start loading or to correct any errors that occurred during the import, you can edit the records.

To edit a call, double-click on it and enter new data. To make bulk changes, select all cells you want to change, right-click on the grid and select Set -> <option>.

Run Import​

Once you are done with all the above steps, click on the Run Import button. App will show the below dialog to confirm the action and proceeds to load the data.

Checking Status​

Once import is completed, _Status field will get be updated with the status of the record. You can also check the status of the import in the Datagird toolbar status.

Error Handling​

If there are any errors, review the errors and correct them if necessary and then click on the Run Import (Retry) button. It will retry only the Error records and skip the rest. Status will be updated again with the latest import status.

Export the Data​

You can export the Input Datagrid into various formats supported by the Datagrid including Google Sheets. Check out Datagrid Export feature for more info.

If you preserve the _Status, _Id fields, resume the dataload at a later time.

Configs​

Think of a scenario where you get a lead file from a vendor and you want to load them. You select Lead Object, do the mapping, set some default values etc., If you want to load a new file the next day, you would have to make the same settings/mapping again.

This is error-prone and time-consuming. Quick Loader Configs saves allow you to save those settings and use those settings at a later time.

To create a Config, click on the Configs button and then click on the New Config menu item. It asks you to enter a name. Enter a short but descriptive name for this config. After that, when you click on the Configs button, it allows you to Use that config, update that config with latest changes as well as delete it.