Learn about the high-level sequence of steps for loading entities or relationships from a file into a tenant.

Look at this workflow of how you use Data Loader to load data from a selected file into a tenant.

High-level workflow

1. Create a new job or duplicate an existing job.
2. Select the input file from the required source system.
3. Define new mappings or use an existing mapping to map file columns to the entity attributes.
4. Specify the records update preference.
5. Analyze key metrics from the input file (optional) before proceeding with the data load.
6. Start the data load.
7. Review data load completion metrics.

What's next?

When you're ready to get loading, see the topic Load data with Data Loader.