Insert Attachments Using Data Loader

[Anajime]

Hi Everyone,

I'm trying to attach several documents to Salesforce using the Apex
Data Loader, and I havea couple of questions.

I'm creating the csv file and I need the "Owner ID" to be in one of my
columns. I can see that the record owner is me but how can I find the
actual "Owner ID" number?

Here is an example of one on my files I want to import:
Name of Attachement: 200 Club of Hudson County $200 2009 membership
dues.pdf
Content Type: .pdf
File Path:C:\Documents and Settings\ajimenez\Desktop\bce3dn7ew
ParentId: 0068000000XDgRN
Record Owner: Ana Jimenez (this should be the Owner Id)

Also, I think all of my file names have spaces and I also included
their extentions on the names (example .pdf). Should I get rid of all
spaces and erase the extensions from the “Name of Attachment”
column ?

Thanks,
Ana

[Jay Prakash]

Here is the help:

How do I import attachments using my Data Export files?

---

1. Create an attachments.csv file (the name of the file is unimportant) with the following column headers:
   • ParentId - ID of the record to which the attachment should be associated (Make sure you input the record ID here)
   • Name - Name of the attachment 
   • ContentType - Format of the extension (e.g. .xls, .pdf, etc) 
   • OwnerID - ID for the owner of the attachment (Make sure you input your User ID here - you can locate it following the path Setup->Manage Users->Users->Click on your name -- your UserID is visible as part of the url in the address bar)
   • Body - File path to the Attachment on the local machine (C:\documents and settings\schun\desktop\attachments\file.xls)
2. Log in to the Data Loader. 
3. Select the "Insert" command. 
4. In the 'Select Sforce Object' step, select the 'Show all Sforce Objects' checkbox and then select "Attachments". 
5. Choose the attachments.csv file. 
6. In the mapping step, map the following fields:
   • Parent ID 
   • Name 
   • Owner ID 
   • Body - Make sure to map the Body column which you created previously with the file extension. This is how you designate the file and location of the attachments to be inserted. 
7. Click "OK" to proceed with the insert. It may take a few minutes but the attachments should be successfully uploaded to your salesforce org.

Jaya Prakash

 

 

 

 

 

 

 

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From: Anajime <anaj...@gmail.com>
To: salesforce professionals <salesforce-p...@googlegroups.com>
Sent: Wed, November 17, 2010 6:57:08 AM
Subject: Insert Attachments Using Data Loader

[naga krishna prabhakar chimakurthy]

great JP i have tested it its working thanks for the reply.

 

thanks,

prabhakar

[Ana Jimenez]

Hi Jaya,

 

Thank you, I followed your steps but I still have errors on all my files. the error message reads"error converting value to correct data type".

 

Any ideas?

 

Thanks,

Ana

[Ana Jimenez]

Does the name of the attachment have to be exctly the same as the name that I have it saved as on my desktop?

[Ana Jimenez]

Also, I'm attaching a picture of the error msg I'm getting

[Saikishore]

www.ezrakenigsberg.com

look into this website... this is one of the person from salesforce whom i worked with.... this is his own website which has collection of so many important things... this might help you all..

Thanks.

--
Thanks, Saikishore

[Saikishore]

this might help you

https://sites.secure.force.com/blogs/ideaView?c=09a30000000D9xo&id=087300000006tagAAA

Thanks

--
Thanks, Saikishore

[Ana Jimenez]

Thank you all, I'll try the links