In the beginning, Salesforce CRM had only a couple ways to load your data (i.e. the wizards and the data loader). Now there is no shortage of ways to get your data in with each solution having their pros and cons. Here is an updated list of options for you to choose from. Depending on your needs, a particular one might be a better fit. Here they are, listed in order when I became familiar with them and the key differences between them:
The latest version of Jitterbit Data Loader for Salesforce is 5.0 on Mac Informer. It is a perfect match for Automation in the System Tools category. The app is developed by Jitterbit. Download Buy More info Data Loader The most popular tool for migrating data between different databases and CSV files Download Buy More Info. HTML Forms Data Loader One of its kind tool on the internet to load data into HTML forms from CSV or Excel Download Buy More Info. The Salesforce Mac dataloader now works, there was an issue with the version online which has been fixed now. If you download the current version it will run ok. Share improve this answer follow. Data Loader is a simple yet powerful tool to import and export Data between many common formats. Current Data Loader Ver. 4.5 supports MS-SQL Server, MySQL, Oracle, MS Access, FoxPro, DBF's, Excel. Leave the Data Loader open while viewing the file. Sort the account name column A-Z and save the file (Windows & Mac instructions below). Windows users: In Excel, click B to select the NAME column. Click the Data tab. Click the Sort button. Ensure Expand the selection option is selected on the Sort Warning pop-up.
1) Salesforce Import Wizards
Pros:
- It’s free and was developed by Salesforce.com.
- There is one for accounts/contacts which is great for importing an exported outlook file containing both in one fell swoop.
- There is also one for leads, solutions and custom objects.
- It is the simplest tool for salespeople or new users.
- It helps prevent duplicated data from being loaded.
- It works for all editions of salesforce.
Cons:
- If you’re looking to import cases, opportunities or products or any other standard objects, you’re out of luck.
- It doesn’t remember your mapped settings. Forget a field in your csv file? You get to run through the wizard all over again.
- You can only load csv files with up to 50,000 records (if you are an admin, 500 if you just a regular user).
2) Apex Data Loader
Pros:
- It’s free and was developed by Salesforce.com.
- Good for importing files with up to 5 million records.
- Good for loading data into objects where there is no wizard.
- It saves your mappings.
- It has scheduling and exporting abilities.
Cons:
- It only works for Enterprise Edition and above (does not work with Group Edition or Professional Edition unless you buy the API separately).
- It’s designed for Salesforce admins but to some admins, it has too simple an interface.
- You need to download the app and it only works for Windows machines.
3) Force.com Excel Connector
Pros:
- It’s free!
- It’s great for those who love Excel
- It’s handy for bi-directional movement of records and loading small batches
- It works on Professional Edition and above
Cons:
Salesforce Data Loader Install
- It’s open source and not officially supported.
- Newer versions of Windows and Excel 64 Bit can be problematic.
- It has a separate download and excel add-in for each edition (PE, EE, UE).
4) DemandTools
Pros:
- It’s a powerful tool for data loading, but also has a suite of tools for data quality.
- It works on Professional Edition and above.
Cons:
- It’s not free, but the ROI is there for those admins looking for a data quality toolset.
- It’s an on-premise app for Windows only.
5) Jitterbit Data Loader for Salesforce
Pros:
- It’s a free tool provided by a 3rd party developer.
- It works on all Salesforce Editions.
- It’s a nice looking UI with a powerful toolset.
- It’s popular and has good reviews on the AppExchange.
- It runs on PC or Mac.
- It supports multiple org logins.
![Download Data Loader Salesforce For Mac Download Data Loader Salesforce For Mac](/uploads/1/1/8/6/118694650/122604594.jpeg)
Cons:
Download from ipad to mac. Connect iPad to your Mac. You can connect using USB, or if you set up Wi-Fi syncing, you can use a Wi-Fi connection. In the Finder sidebar on your Mac, select your iPad. Note: To use the Finder to transfer files, macOS 10.15 or later is required.
- It’s an on-premise app.
- The developer is hoping you’ll graduate to their full real-time integration tool so you will likely be included in their marketing efforts.
- It’s not supported. Look to the community for answers.
Download Data Loader Salesforce For Mac Windows 7
![Download Download](/uploads/1/1/8/6/118694650/618541138.png)
6) Dataloader.io
Pros:
- It’s a free tool provided by a 3rd party developer.
- It works on all Salesforce Editions.
- It’s has a nice looking cloud user interface with a powerful toolset.
- It’s popular and has good reviews on the AppExchange.
- Its cloud-based so it’s platform agnostic.
Cons:
Data Loader Salesforce Download
- The developer is hoping you’ll graduate to their full real-time integration tool so you will likely be included in their marketing efforts.
- It’s not supported. Look to the community for answers.
7) Informatica Cloud Data Loader for Salesforce
Pros:
- It’s a free tool provided by a 3rd party developer.
- It works on all Salesforce Professional Edition and above.
- It’s has a nice looking cloud user interface with a powerful toolset.
- It’s popular and has good reviews on the AppExchange.
- Its cloud-based so it’s platform agnostic.
- Monitor via a mobile app.
Cons:
Data Loader For Salesforce
- The developer is hoping you’ll graduate to their full real-time integration tool so you will likely be included in their marketing efforts.
- It’s not supported. Look to the community for answers.
Do you have questions about data migration and Salesforce CRM?
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As a certified Salesforce consultant and Salesforce.com Silver Cloud Alliance Partner, we can help. Contact Perpetual West at 1 (877) 388-6400 to learn more.