Get started with Data Loader

Create a new Job 

1. Click + New 
2. The following modal appears on the screen. Provide information on all fields marked with an asterisk. 
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   • Step 1 in the stepper at top of the window helps you view the progress of the job workflow.
3. In the Select Object drop-down menu, a list of all the objects supported by the data loader is displayed from the picklist. The objects are displayed alphabetically.
4. You can download a sample of the job template. These templates are specific to the object and action. Using templates helps standardize the process of data migration. You can navigate to the Data Dictionary for objects for data accuracy before populating the CSV template with data. 
5. The Source File Header Fields preview section below the stepper helps you verify that you have uploaded the right file. The header of the feature is also captured in this space. 
6. Upload the prepared CSV file for data ingestion.

Mapping

• Step 2 in the stepper at the top of the header indicates that you are now engaged in the data migration step.
• You can now map the association between the source file header fields and the target fields from the tenant.
• The Data Preview section on the right of the screen also allows you to preview the data type supported by the field.
• Data Loader auto-maps the fields from the source file to the target fields. It also allows the association of custom fields with an object. 
• The typeahead search is available in the drop-down menu. If necessary, the field mapping can be edited.

Preview and Submit

• The third step of the migration workflow is where you can preview the data captured from the source file and migration fields. 
• The exceptions in the data are highlighted in red text placed in amber colored cells. 
• You can make in-line edits to the cell to correct the data before being passed on to the Zuora tenant.
• You can use the Filter rows with errors toggle to view only the rows with errors. 
• Click Submit to initiate the data ingestion job.

Successful Records

• You can download details of records that were successfully created by clicking the records under the Records Successful column from the data loader list view. 
• The downloaded CSV will contain the IDs of records that are newly created.
• The new records are also visible on the list view of the objects.

Failed Records 

• If the job fails, you can click the URL of the failed records on the list view interface to preview all the records that have not been fed to the system. The reason for the failure is displayed on the interface.
• Data Loader provides the opportunity to edit the errors by supporting in-line edits and re-submitting the job. 
• You can also download the file in a CSV format, by clicking the download icon. 

View Details 

• The View Details window provides a holistic coverage of each job. This view is available when you click the name of the job.
• You can also download the records of failed and successful files from the same window. The downloaded file for successful records provides the IDs of the newly created records.