Below is an easy way to see when to use the Salesforce Import Wizard or Data loader for different scenarios.
| Considerations for Import Tool |
Import Wizard |
Data Loader |
| De-duping or deduplicate data |
X |
|
| Schedule data loads |
|
X |
| Load two related objects at once |
X |
|
| Load less than 50,000 records |
X |
|
| Export data that needs to be used as a backup |
|
X |
| Load data into a object not supported by the import wizard |
|
X |
| Use the upsert or upsert with relationship functionality. |
|
X |
Note X marks the best tools for each consideration.
