<aside> 💡 Here you will choose which columns in your Source data should be mapped to which Salesforce fields.

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General Mapping Information

Lookup Relationships

<aside> 💡 Use Lookup Relationships to link records with other records in Salesforce e.g. link a Contact with an Account

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You can link, and lookup relationship records in Dataimporter, using any Text, Email, or Phone field in Salesforce. To do this, choose the source column you want to use for the lookup, and the Salesforce object and field you want Dataimporter to look for records with:

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If you have the Salesforce Id in the source data then you can map it directly without using a lookup relationship:

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Formulas

Here, you can map your formulas, to the corresponding Salesforce field:

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Formulas are shown with the ♾️ symbol before them.

Insert

One the Mapping page for an Insert Job you will choose which source fields should map to which Salesforce fields.

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