When to use Data Loader:
Data Loader is a client application for the bulk import or export of data. It can be used to insert, update, delete, or export Salesforce records. The best use case for Data Loader is in scenarios where you need to load anywhere between 50,000 to 5,000 records. We recommend import wizard for loading less than 50,000 records. You can find more information and instructions for using import wizard here.
Mac Installation
Step 1:
Access the data loader file and download the file, reference the animation below:
Step 2:
Download the latest version of Java for Mac OS. Please see this link or visit java.com for more information on the latest java package download.
Step 3:
Once you've downloaded the latest version of java for your system, you'll have to click and open/install these three files as depicted below:
Install the .dmg file
open the java package
click on install
When java has successfully installed you'll see a prompt similar to the window below.
Step 4:
Look for the data loader download, wherever you previously saved this file. Then, double click the dataloader_mac.zip file. Double clicking the .dmg file will create a new folder. From within this newly created folder, click on the install.command as illustrated below.
Doing so will open command prompt, which will ask you what folder you would like to download data loader into, I recommend you elect the "Applications" folder. Normally the location path is /Users/your_user_name_here/Applications. Be sure to substitute "your_user_name_here" with the actual username which you are logged in as. Reference the image below:
Step 5:
Data loader will then prompt you to confirm 3 more inquires. Make sure to answer "Yes" to all of these.
Important distinction, make sure you type the word yes with a capital "Y". As the system will not accept any other capitalization format during the installation process.
Once you have completed this you will receive a message within terminal, stating that the installation was successfully completed, as seen below.
Once your installation is complete, you can double click the blue cloud icon which will open the user interface for data loader as seen below.
Windows Installation
Step 1:
Download the data loader program from within Rethink. The animation below depicts where to find this file. Make sure you are utilizing the link labeled Download Data Loader for Windows.
Step 2:
Once you have completed downloading data loader, as explained in the previous step. You will need to download the latest version of Java for Windows. Java's website usually automatically detects the proper download for your system. Please see this link or visit java.com for more information on the latest java package download.
Step 3:
Unzip the download and follow the instructions on the prompt until the Java's installation has completed.
Step 4:
Unzip the data loader file you initially downloaded. You can unzip a file by right clicking the file and selecting "Extract all items in this folder". The file you are to unzip should appear as seen below:
Once the file has been unzipped, open the folder and click on the dataloader.bat file, as seen below:
This will open command prompt for data loader as seen below.
You'll be prompted "Press any key to continue..." doing so will open the user interface for Data Loader for windows you should see a window similar to the image below.
If so, you have successfully install Data Loader for windows on your PC.