This tool does not require a separate install/login so it is simpler than Dataloader, however it does not accept mapping files so you will need to do a bit of legwork. If you need to adapt this process for other records, the same steps can be used. Please contact FundPanel Support for additional assistance.
Instructions to use the Data Import Wizard
TABLE OF CONTENTS
Step 1: Preparation - Gather the Document IDs with a report
- Create a document report that filters in the documents you wish to update
- You must include the Document ID column
- You can include the Document Subtype column (if available) or add it in after you have exported the report
- Excess columns are not an issue
- Export the report as a CSV file
- Update the Document Subtype column to include the subfolder you want updated, OR #N/A if you want to delete the subtypes
- Make sure to delete the copyright lines at the bottom if they are there!
Step 2: Use Data Import Wizard to mass update the fields
- Navigate to Setup, then find the Data Import Wizard in the quick search bar
- Click Launch Wizard!
- 1. What kind of data are you importing? Select Custom objects then select Documents
- 2. What do you want to do? Select Update existing records and the two fields below
- Set Match By: to Salesforce.com ID
- Set Record Type to Commitment (or another*) *Only one type of document can be selected at a time
- 3. Where is your data located? Upload your CSV file
- Click Next
- Map Document Subtype to Document Subtype and Document ID to Salesforce.com ID
- It is OK to leave other fields mapped
- Click Next
- Click Start Import
Step 3: Audit your data
- On the next page, wait a minute if the job is not completed then reload the page
- Double-check the Records Processed/Failed
- If any records have failed, click the View Result page and review the errors
- Ask for assistance from FundPanel Support if you cannot resolve any errors on your own
- If there are no failed records, double-check your records to see if the updates were done correctly