How to Bulk Import Custom Objects with CSV: Create or Update
Bulk import Custom Object records with a CSV to create or update data at scale. This tutorial shows admins and ops teams how to use the familiar import flow from Contacts and Opportunities, with clear field mapping, overwrite rules, and progress tracking. This CSV import works for creating new objects and updating existing records.
You will learn:
Where to start the import from Custom Objects
How to add your CSV and validate headers
How to map columns to object fields
How to choose whether blank cells overwrite existing values when updating
How to review mappings, start the job, and monitor results in Bulk Actions
Why this matters:
Improved efficiency: speed up data migration with a standardized CSV workflow.
Seamless updates: maintain accuracy by handling duplicates with unique fields and reducing manual input.
Simplified management: track successes and errors so you can fix issues fast.
Quick steps:
Open Custom Objects and select Import.
Click Next, then add your CSV file.
Map columns to fields. If updating, choose whether blank cells overwrite existing values, then continue.
Verify your mapping, then start the bulk import.
Monitor status and results in Bulk Actions.
Put this into practice now: try a small CSV to validate your mapping, then run your full bulk import. Questions about field mapping or deduplication? Comment with your use case and we will help.