Frequently Asked Questions
- What is Dataloader.io?
- Do I have to install anything on my computer?
- What browser do you support and/or recommend?
- Do I need to register to use Dataloader.io?
- Do you store my credentials?
- How much does Dataloader.io cost?
- Can I use my Customer Portal credentials?
- What source file formats do you support?
- How do I manage multiple connections?
- Are the CSV files I upload stored anywhere?
- What boolean (checkbox fields) values do you support?
- What is an upsert?
- When should I use the Bulk API option?
What is dataloader.io?
Dataloader.io is a web-based tool to import and export information from Salesforce.com.
Do I have to install anything on my computer?
No, you don't have to download or install anything on your computer, dataloader.io is 100% web-based.
What browser do you support and/or recommend?
We recommend the latest Chrome and Firefox but we support IE9+, FF4+, Safari 5+, and Chrome 10+.
Do I need to register to use dataloader.io?
No, there is no registration process at all. To login to dataloader.io all you need is a set of Salesforce.com credentials, which you probably already have.
Do you store my credentials?
No, we don't, we use OAuth authentication, so your credentials are always securely managed by Salesforce.com.
How much does dataloader.io cost?
Nothing, we offer a Free subscription of dataloader.io. Depending on the number of records you need to process every month you might want to look into one of our paid subscriptions: Professional and Enterprise.
Can I use my Customer Portal credentials?
Yes you can, you can use any set of Salesforce credentials.
What source file formats do you support?
Today we support only .csv (comma separated values) files. dataloader.io will process any file regardless the extention as long as the file format is correct.
How do I manage multiple connections?
Connections are different for different users, organizations and environments. Let's say you have a production and a sandbox environment, one single user would need a different connections for each, thus you would need either two free or professional accounts, or one enterprise account.
Are the CSV files I upload stored anywhere?
CSV files you use for import/export tasks are stored within dataloader.io's database, so you can re-run tasks without having to upload/download these files again.
What boolean (checkbox fields) values do you support?
We support the following boolean values: true/false, True/False, TRUE/FALSE, T/F, Y/N, Yes/No, YES/NO, 1/0.
What is an upsert?
Update-Insert. The act of updating the record if it exists, otherwise inserting it based on the id provided as a key. You can also use external IDs with upsert operations. Read more about upserts here.
When should I use the Bulk API option?
In most circumstances, the Bulk API is significantly faster than the SOAP-based API for loading large numbers of records. Bulk API allows you to load and export bigger batches and has features like parallel processing that helps with performance. On top of that, the Bulk API uses much less API calls than the Batch API when dealing with batches bigger than 1,000 records. On the other hand, related queries are not supported by the Bulk API.
If you are doing small imports of no more than a few hundred records, we recommend keeping the Bulk API option disabled.