Understanding Data Import Wizard and Data Loader

Based on your user's profile permissions, you have access to two tools for importing data into Kooltra: the Data Import Wizard and the Data Loader.

Data Import Wizard

The Data Import Wizard is ideal for handling smaller files and supports standard and custom objects with simplified mapping options. For larger or more complex data imports, consider using tools like Data Loader.

Automated Data Mapping

The Data Import Wizard includes automatic data mapping that maps data from CSV files to the appropriate Object fields. If any mappings are missing or incorrect, you can manually edit them to ensure the data is imported correctly.

Data Loader

Kooltra uses Data Loader to insert and update data during the data loading process, especially for files containing large amounts of information. Data loader contains a number of key features:

Save Mappings

When importing records, you must map the columns in your CSV file to the corresponding fields in the object you're importing into. The Data Loader tool lets you save these mappings, so you can reuse them for future imports, making the process quicker and more consistent.

Set Batch Size

Data imports can be processed in batches, with a default batch size of 200 records. If you encounter errors during the import process, especially those related to system limits, consider reducing the batch size and retrying.

Recommended Batch Sizes by Object Type

Accounts: 200 records
Contacts: 50 records
Beneficiary: 200 records
Nostro: 50 records
FxTrade: 200 records
Cashflow: 50 records

Use External IDs

Importing data into lookup fields can be challenging without using external IDs. Lookup fields require either a Salesforce ID or an external ID. To illustrate this challenge, consider the example below.

The Account field on a contact record is a lookup field that connects the contact to its associated account. Should you choose to utilize Salesforce IDs to link the contact to the account record, the process involves multiple steps:

Insert Account Records
You must first upload all account records into Salesforce.
Retrieve Salesforce-Generated Account IDs
After the account records are created, you'll need to query Salesforce to get the system-generated Account IDs.
Update the Contact Import File
Add these retrieved Account IDs into the contact import file to associate the correct contact with its account.

This process introduces manual steps, making it tedious and error-prone. You can prevent this issue by using the External ID field. Since External IDs are predetermined, you can establish the connections between records during the extraction and transformation process. This allows the records to be imported in the correct order.