Efficient data integration is essential for businesses using Salesforce to maintain data accuracy and drive informed decisions. Dataloader.io is a cloud-based data integration solution that streamlines the process of importing, exporting, and deleting Salesforce data. We’re here to explore dataloader.io, its features, and the exciting new use cases we’re unlocking for Net Zero Cloud in our latest release.
What is Dataloader.io?
Dataloader.io is an easy-to-use tool specifically designed for importing and exporting CSV data to/from Salesforce. It provides a user-friendly interface and powerful set of features to enhance your data loading processes. It supports imports and exports to/from SFTP, FTP, Box, Dropbox, and desktop – making it easy to connect CSV data from a variety of sources to/from your Salesforce CRM.
Why choose Dataloader.io?
Let’s explore some of the key features that make Dataloader.io one of the most popular data loading tools on the Salesforce AppExchange.
- Cloud-based and secure: Dataloader.io is a cloud-based solution, meaning no download is required. Simply login with your Salesforce credentials using OAuth.
- Easy to use: Dataloader.io was designed with simplicity in mind, with a step-by-step process that allows users to automate their import and export tasks in minutes.
- Intelligent data mapping: Automatically map data fields between source and targets, without having to manually search or include the record ID.
- SOQL Query Builder: For export tasks, simply select the fields you’d like to export along with any desired filters, and Dataloader.io will auto-generate a SOQL query for your task. You can modify as needed, or create a SOQL query from scratch.
- Schedule tasks: Save time by automating import and exports tasks on an hourly, daily, weekly, or monthly basis.
- Unlimited records: Fulfill all data loading needs with unlimited records.
Dataloader.io and Net Zero Cloud
Dataloader.io is now available for Net Zero Cloud! In the latest release, Dataloader.io has been upgraded to support Salesforce API V58, which means it can read/write to all Net Zero Cloud objects. Now, Net Zero Cloud users can use click to import critical environmental, social, and governance CSV files, such as energy usage metrics, employee pay and demographics, and tax filings directly into the platform. Net Zero Cloud customers can begin using Dataloader.io for all of their data loading needs to expedite the ESG reporting process and improve ESG metrics.
Getting started
- Sign up: Visit Dataloader.io and login using your existing Salesforce credentials using OAuth – no sign-up or security tokens required.
- Connect data sources: Easily connect CSV files via FTP, SFTP, Dropbox, Box, or directly from your desktop.
- Configure data loading tasks to import, export, or delete Salesforce data. Save time with intelligent data mapping to easily map data sets from one field to another using simple object lookups and keyboard shortcuts.
- Run and monitor: Schedule tasks on an hourly, daily, or weekly basis to automate your imports and exports. Continue to monitor tasks to ensure completion.
And that’s it! Within minutes, you can schedule tasks that will continue to run on their own, saving you time and boosting efficiency on data imports and exports.
Discover the power of Dataloader.io and Salesforce
Dataloader.io is a powerful data loading tool that simplifies the process of importing, exporting and deleting CSV data to and from Salesforce. Its user-friendly interface, intelligent data mapping capabilities, and automated scheduling makes it an ideal choice for any Salesforce user looking to save time and boost productivity. Ensure your Salesforce data is accurate, up-to-date, and ready to drive your organization’s success with Dataloader.io.
Ready to simplify your data loading tasks? Visit dataloader.io and sign up for free today.
