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#Starsat update loader series

Note: If there are errors, they will be prominently denoted. Ensure the data is mapping correctly to the existing data.Choose the Updated Account Site Import file from your desktop, and click Open.With Dataloader.io open, click NEW TASK and select IM PORT.Now your Updated Account Site Import file is ready to be updated using Dataloader.io. Ensure that you are in the window with the Accounts Export file, click File > Export To > CSV….If needed, click Yes from the pop-up window.

Click Save and save the file to your desktop.

Change the filename to Updated Account Site Import.

You can check if your CSV file delimiter is a comma by opening it with the Notepad app (or equivalent) on your computer. Note: If you are using an international computer the CSV file generated on Excel will most likely not be delimited with commas.

Keep the file type CSV (Comma delimited) (*.csv).

With the Accounts Export.csv file open, click File and Save As.

Save the Accounts Export.csv file in CSV format with a different name.Copy and paste the contents of the Account Site column from the account-site file into the blank Site column in the Accounts Export file.Ensure the account-site file and the Account Exports file (from the previous step) are open.Start by clicking here to open the account-site file and save it to your Desktop.

In this step, use Dataloader.io to update the records you exported in the previous step, filling in site information for the companies on the list to allow the sales team to identify them by their region. You’ve already gotten the Dataloader.io gassed up and ready to go. (This clip starts at the 18:32 minute mark, in case you want to rewind and watch the beginning of the step again.) Introduction

#Starsat update loader series

Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.