Monday, March 31, 2014 Using External ID's

Using External ID’s

Importing Data? Save yourself valuable time by using External IDs.  All relational databases use a unique ID to tie data together.  When importing different types of information (Accounts, Contacts, Opportunities, etc.), create a custom field on each type of record to relate one record to another.

Go to Object, Create new field, choose the Text field type.

Click Next and choose External ID

Once done, using the Data Load, choose Upsert

Choose your External ID

Finish the regular import process.

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