How to Use Dataloader.io in Salesforce Like a Pro (Full Guide)

Managing data efficiently in Salesforce is essential for businesses dealing with large amounts of records. One of the most powerful tools for data import, export, and update is Dataloader.io, a cloud-based solution that simplifies data management.

In this blog, we will explore what Dataloader.io is, its key features, how to use it, and why it is a great tool for Salesforce data management.

What is Dataloader.io

Dataloader.io is a cloud-based data loading tool provided by MuleSoft, a Salesforce company. The tool lets users perform bulk record operations in Salesforce without the need to install additional software.

Since it is a web-based tool, it works on Windows, macOS, and Linux, making it a more flexible option compared to traditional data loading tools.

Where to Find Dataloader.io

You can access Dataloader.io in two ways

1.  Visit Dataloader.io and log in with your Salesforce credentials
2. Go to Setup in Salesforce, search for Dataloader.io using the Quick Find box, and click on Launch Dataloader.io.

Key Features of Dataloader.io

1. Cloud Based
   • Dataloader.io runs in a web browser, which makes it easily accessible without installation.
2. Easy to Use Interface
   • It offers a step-by-step guided process for importing and exporting data, making it user-friendly
3. Scheduling and Automation
   • Dataloader.io allows you to schedule data jobs to run automatically, reducing manual effort.
4. Smart Lookup for Related Records
   • The tool simplifies the process of linking related records by using smart lookup fields, which automatically find matching records in Salesforce.
5. Supports Cloud Storage Integration
   • Users can import or export data directly from Dropbox, Google Drive, and Box, making it easier to manage large datasets.
6. Secure Authentication with OAuth
   • Dataloader.io uses OAuth authentication, meaning you do not need to store or manually enter your Salesforce credentials.
7. Handles Large Data Volumes
   • The free version allows up to 100000 records per month, and the paid versions offer even higher limits.

Overview of Dataloader.io Interface

When you log in for the first time and haven’t completed any tasks, the Dataloader.io homepage displays options to get started, including documentation and demo videos.

The homepage shows the following important sections once tasks are added:

• Task List: Displays recent data operations (Imports, Exports, Deletes, and Scheduled tasks). Each task shows its status, number of records processed, and last run time.
• Quick Find: A search tool positioned at the top to help you find tasks quickly.
• Task Actions: Each task entry includes options to edit, clone, run, delete, and view details, allowing users to manage their tasks efficiently.
• History Panel: A section on the right that tracks past activities.
• Navigation Bar: Provides access to different categories like Imports, Exports, Deletes, and Scheduled tasks.

This intuitive layout ensures that users can easily find and manage their data operations without navigating through complex menus.

How to Use Dataloader.io in Salesforce

Step 1: Log in to Dataloader.io

1. Navigate to Setup in Salesforce
2. Locate Dataloader.io by typing it into the Quick Find box.
3. Click Launch Dataloader.io.
4. Grant permissions to access your Salesforce data.

Alternatively:

1. Open Dataloader.io
2. Click on “Login with Salesforce.”
3. Grant permissions to access your Salesforce data.

Step 2: Choose an Action

1. Choose the “New Task” option from the dropdown.
2. Choose one of the three available actions:
   • Import – Upload new records into Salesforce.
   • Export – Extract data from Salesforce.
   • Delete – Remove records from Salesforce.

Click on the action you need

Import Data into Salesforce

1. Click New Task and select Import.
2. Select an import operation (Insert to add new records, Upsert to add or update records, or Update to modify existing records), choose the Salesforce object (e.g., Lead, Contact, Opportunity), then click Next.

3. Upload your CSV file and click Next.
4. Map the CSV fields to Salesforce fields and click Next.

5. Review the summary page. Here, you can also schedule the import.

6. Click Save & Run to start the process.

Export Data from Salesforce

1. Click New Task and select Export.
2. Choose the object (e.g., Account, Opportunity), then click Next

3. Select the fields to export, apply filters to refine the data, and choose an Order By option to sort the exported data, then click Next.

4. Review the summary page, choose whether to schedule the export, and optionally add another destination point.

5. Click Save & Run to extract the data.

Delete Records in Salesforce

1. Click New Task and select Delete.
2. Choose the object containing the records you want to delete.
3. Upload a CSV file with the record IDs you want to delete.
4. Proceed by clicking Next to view the summary.
5. Click Save & Run to remove the records.

This ensures efficient data management in Salesforce using Dataloader.io.

When to Use Dataloader.io

• If you need a web-based tool that does not require installation
• If you want to automate and schedule imports or exports
• If you frequently import or export data from cloud storage
• If you work on Linux and need a Salesforce data loading tool

Conclusion

Dataloader.io is a versatile cloud tool for performing mass data management tasks in Salesforce. With its automation scheduling and cloud storage support, it makes importing and exporting data more efficient.

If you are looking for an easy-to-use data loading tool that works across all operating systems, Dataloader.io is an excellent choice.