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Step Four: Create the Configuration File

The process-conf.xml file contains the information that Data Loader requires to process the data. Each <bean> in the process-conf.xml file refers to a single process such as an insert, upsert, or export. Therefore, this file can contain multiple processes.

note: The Data Loader command-line interface is supported for Windows only.

In this step, you edit the file to insert accounts into Salesforce.

  1. Make a copy of the process-conf.xml file from the \samples\conf directory. Be sure to maintain a copy of the original because it contains examples of other types of Data Loader processing such as upserts and exports.

  2. Open the file in a text editor, and replace the contents with the following XML.

    note: Remove sfdc.password if you're using OAuth for login authentication.

    <!-- otherprops: set_clipboard --> 
    <!DOCTYPE beans PUBLIC "-//SPRING//DTD BEAN//EN" "http://www.springframework.org/dtd/spring-beans.dtd">
                        <beans>
                        <bean id="accountInsert"
                        class="com.salesforce.dataloader.process.ProcessRunner"
                        scope="prototype">
                        <description>accountInsert job gets the account record from the CSV file 
                        and inserts it into Salesforce.</description>
                        <property name="name" value="accountInsert"/>
                        <property name="configOverrideMap">
                        <map>
                        <entry key="sfdc.debugMessages" value="false"/>
                        <entry key="sfdc.debugMessagesFile" 
                        value="C:\DLTest\Log\accountInsertSoapTrace.log"/>
                        <entry key="sfdc.endpoint" value="https://servername.salesforce.com"/>
                        <entry key="sfdc.username" value="admin@Org.org"/>
                        <!--Password below has been encrypted using key file, 
                        therefore, it will not work without the key setting: 
                        process.encryptionKeyFile.
                        The password is not a valid encrypted value, 
                        please generate the real value using the encrypt.bat utility -->
                        <entry key="sfdc.password" value="e8a68b73992a7a54"/>
                        <entry key="process.encryptionKeyFile" 
                        value="c:\Users\{user}\.dataloader\dataLoader.key"/>
                        <entry key="sfdc.timeoutSecs" value="600"/>
                        <entry key="sfdc.loadBatchSize" value="200"/>
                        <entry key="sfdc.entity" value="Account"/>
                        <entry key="process.operation" value="insert"/>
                        <entry key="process.mappingFile" 
                        value="C:\DLTest\Command Line\Config\accountInsertMap.sdl"/>
                        <entry key="dataAccess.name" 
                        value="C:\DLTest\In\insertAccounts.csv"/>
                        <entry key="process.outputSuccess" 
                        value="c:\DLTest\Log\accountInsert_success.csv"/>
                        <entry key="process.outputError" 
                        value="c:\DLTest\Log\accountInsert_error.csv"/>
                        <entry key="dataAccess.type" value="csvRead"/>
                        <entry key="process.initialLastRunDate" 
                        value="2005-12-01T00:00:00.000-0800"/>
                        </map>
                        </property>
                        </bean>
                        </beans>

  3. Modify the following parameters in the process-conf.xml file. For more information about the process configuration parameters, see Data Loader Process Configuration Parameters.

    • sfdc.endpoint—Enter the URL of the Salesforce instance for your organization; for example, https://yourInstance.salesforce.com/.

    • sfdc.username—Enter the username Data Loader uses to log in.

    • sfdc.password—Enter the encrypted password value that you created in step 2.

    • process.mappingFile—Enter the path and file name of the mapping file.

    • dataAccess.Name—Enter the path and file name of the data file that contains the accounts that you want to import.

    • sfdc.debugMessages—Currently set to false. Set it to true for troubleshooting. If set to true, debug messages are captured in the file specified by sfdc.debugMessagesFile.

      note: Debug messages can contain sensitive information such as session id.

    • sfdc.debugMessagesFile—Enter the path and file name of the command-line log file.

    • process.outputSuccess—Enter the path and file name of the success log file.

    • process.outputError—Enter the path and file name of the error log file. note: Use caution when using different XML editors to edit the process-conf.xml file. Some editors add XML tags to the beginning and end of the file, which causes the import to fail.

  4. To perform operations in a sandbox org, set the following parameters.

    • sfdc.oauth.environment—Enter the value Sandbox.
    • sfdc.endpoint.Sandbox—Enter the value test.salesforce.com.

See Also