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When you need to create a huge number of accounts in the AccountingBook, what do you do?


Consider an instance for creating about a 1000+ accounts. Creating all those 1000+ accounts in the AccountingBook may consume a lot of time. To overcome this issue we have a package called Data Loader.


Data Loader as a package is an easy to use graphical tool that helps you to get your data into Salesforce objects. The Data Loader can also be used to extract data from database objects. Data Loader supports Comma Separated Values files (CSV files)

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When to Use Data Loader?

  1. If you need to load 50,000 to 5,000,000 records? , Data Loader is supported for loads of up to 5 million records
  2. You need to load into an object that is not yet supported by the import wizards
  3. You want to schedule regular data loads, such as nightly imports
  4. You want to export your data for backup purposes

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As we are setting up the AccountingBook, the first thing we need to setup is GL Accounts or the Chart of Accounts, select GL Accounts from the SalesForce object from the given list. Browse the CSV file of Chart of Accounts which needs to be uploaded to the AccountingBook.

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The App shows the number of records it is about to import into the AccountingBook and you are suppose supposed to click on OK button.



Either you can Choose an Exiting Map if there are any saved maps or you should click on the Create or Edit a Map button

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