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Rachel Barrish
Dataloader Errors
I'm loading 25 records from an excel file to the Opportunity object. There are fields with currency and fields with formulas for the fields with currency as well as fields with percentages. I seem to be having errors (for every single record) and most of them are because of the currency/formula/percentage fields. When inserting currency, is dataloader picky? Like there shouldn't be a dollar sign or commas, etc.?
I posted an image of an example of issues.
The easiest way to get the numbers in the excel sheet into plain numbers is to save it as a .csv file and use the .csv file to load into Salesforce.
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The easiest way to get the numbers in the excel sheet into plain numbers is to save it as a .csv file and use the .csv file to load into Salesforce.
Actually, I didn't want to mark solved until I uploaded successfully.
The errors for the currency fields went away, but now I am having all error messages saying "id value of incorrect type" for Accounts that already exist in our database. I performed vlookup in Excel to match the correct Account ID with the Account being imported. Its a .csv file. The vlookup formula is correct otherwise the id values wouldnt have populated and I checked them for accuracy. I also made sure to copy and repaste the id values as values (not a formula anymore). Really not sure what I'm doing wrong at this point. Any ideas?
Here is an image of the error messages now:
*note: a few of them don't already exist in the database with no id, so that's why they say #N/A
It looks like you are trying to load account and funder names into Id fields.
An example of the 19 digit id for two of the Accounts below:
FunderAccount ID
Defense Threat Reduction Agency (DTRA) 001i000000urio7
Agricultural Research Service 001i000001KULkM
I really feel like it should be importing the Account id's just fine after the vlookup unless I did something wrong there...
Account ID is mapped to Account ID
Funder is mapped to Funder
Funder (look up field for Account) Account ID
Alongside the Funder lookup field to Account, we also have a field under Opportunity called Account Name (also a lookup to Account). The columns ended up looking like this:
Funder (don't map) Funder Account ID
Embassy of the United States of America 001i000001KUM7S 001i000001KUM7S
U.S. Department of Defense 001i000000urio6 001i000000urio6
U.S. Agency for International Development (USAID) 001i000000urio3 001i000000urio3
CH2M HILL 001i000001KULyJ 001i000001KULyJ
U.S. Agency for International Development (USAID) 001i000000urio3 001i000000urio3
The column "Funder (don't map) was used as a reference to the actual name of the Account being imported, but the column "Funder" for the Funder lookup field I guess required the actual ID. Same with the Account Name lookup field, that too required the Account ID.
This is probably what you were trying to tell me, but I wasnt understanding clearly.