Data Loader https://help.salesforce.com/articleView?id=data_loader.htm

Importer Setup Instructions

1. Install Git for Windows -> http://gitforwindows.org NOTE: Don't need to have an account just need the application installed

2. Install Python 2.7.x for Windows -> https://www.python.org/downloads/release/python-2716/

After install verify there is a C:\Python27 directory

3. 501 Admin will provider zip file for custom settings ([Client].zip). Extract zip into C:\repo. After unzip there should be a c:\repo\Salesforce-Importer-Private directory

Example: C:\repo\Salesforce-Importer-Private\Clients\XYZ where XYZ are the ClientInitials should contain an Importer.bat file and a DataLoader directory.

4. Edit c:\repo\Importer-Private\Importer.bat Check & Verify the following values - update accordingly
   • EMAIL_LIST - include client emails
   • IMPORT_DIRECTORY - Location of incoming data files (e.g., DropBox, OneDrive)

Running Import

Run c:\repo\Salesforce-Importer-Private\importer.bat to start the importer. You can run - importer.bat manually - schedule with Task Scheduler (be sure to set working directory to the importer.bat directory)

Troubleshooting

1. Excel gives an error when trying to authenticate with Salesforce Resolution: Enable Excel to use TLS 1.2 https://social.technet.microsoft.com/Forums/en-US/92811d44-1165-4da2-96e7-20dc99bdf718/can-power-query-be-updated-to-use-tls-version-12?forum=powerquery

2. Importer process keeps popping up Privacy Levels dialog. Resolution: Checking ignore doesn't always stop further prompting so set to Public if you keep getting prompted. Another option is open the Excel file in C:\repo\Salesforce-Importer-Private\Clients[Client]\Salesforce-Importer\Clients[Client] and set the Privacy levels then save the Excel file.

3. Salesforce Data Loader can't install Admin version to C:\Program Files (x86)\salesforce.com Resolution: You can install on another machine where you are an administrator and then just copy the salesforce.com directory to C:\Program Files (x86) to your target machine.

4. Running importer and getting an error in the console window that says, "Unlink of file '[excelfile]].xlsx' failed. Should I try again? (y/n)" Resolution: Importer did not properly close the previous Excel session(s) - restarting your computer will solve the problem.

5. Importer Email says - Error Import and within the email there is a 'java.lang.RuntimeException: java.lang.NullPointerException' Resolution: This is probably related to empty columns in the generated CSV file. Open your Excel file and save out each sheet then edit the CSV files in Notepad. If you see a bunch of ,,,,,,,,,, in the header columns then that is the issue. To fix open Excel and select all the empty columns after your last data column and delete the columns. The other method is delete the sheet and then right click on your Data source and Load to... a new sheet.

6. Using Excel 2013 or an Error in Excel Saying unable to find Data Source? Resolution: Install the latest Power Query Add-in from Microsoft http://www.microsoft.com/en-us/download/details.aspx?id=39379&CorrelationId=3639a8ed-75d1-46e8-8910-03452c00154f

7. missing columns in pQ