Legacy Data Import Tools – Connexys Help

As a superuser of Salesforce you probably have received the below email. The current individual import tools will be replaced by one uniform import wizard. The new uniform wizard has all the functionalities from the individual wizards, but is improves the import process and makes the import process more convenient.

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To provide users with the best experience, Salesforce has begun retiring the individual import wizards for accounts, contacts, person and business accounts, leads, solutions, and custom objects. The individual import wizards are no longer available in Setup. But don’t worry! You’ll be even more productive with the unified Data Import Wizard.

The individual import wizards open in small separate pop-up windows, while the The Data Import Wizard combines all the functionality of the individual import wizards into a single browser. The Data Import Wizard provides a unified interface that lets you import a variety of objects from one wizard, rather than using each individual import wizard to import a specific object. The Data Import Wizard also improves the import process with progress tracking and helpful tips during data import workflow. Depending on user permissions, the Data Import Wizard also lets you import data for custom objects.

Starting in Winter ’16, the individual import wizards remain accessible only from the Legacy Data Import Tools page until they’re officially retired. You can currently access the individual import wizards for accounts, contacts, person and business accounts, leads, solutions, and custom objects until they are officially deprecated. From Setup, click Data Management | Data Import Wizard. On the Data Import Wizard page, click Legacy Data Import Tools.

This table provides a comparison between the functionality of the unified Data Import Wizard and individual legacy data import wizards.

Feature	Data Import Wizard	Legacy Data Import Tools
Wizards	Unified wizard for: Accounts and Contacts Leads Solutions Custom Objects New Campaign Members	Individual wizards for: Accounts and Contacts Person and Business Accounts Leads Solutions Custom Objects
Processing method	Asynchronous Bulk API database processing	Synchronous (immediate) database processing
Enablement	Automatic for all organizations	Automatic for all organizations
Importing master/detail relationships	Supported	Supported
Multiple contacts per account	Supported (Phone extensions are not supported.)	Supported in Accounts and Contacts wizard
Insert new records	Supported	Supported in all wizards
Update existing records	Supported	Supported in all wizards
Insert new records and update existing records	Supported	Supported in all wizards
Insert new records; ignore matched records (no update)	Supported	Supported in all wizards
Update existing matched records; ignore unmatched records (no insert)	Supported	Supported in Solutions and Custom Objects wizards
Update existing account information	Update existing account information option. If left deselected, the wizard does not update any account information, including blank fields.	Override existing account values option. If left deselected, the wizard does not update existing account information, but does update blank fields.
Reports To field for Contacts	Cannot map to name values. Can only map toSalesforce ID and email values.	Can map to name values
Unmapped columns	Can save in a notes field attached to an account or contact	Can save in a notes field attached to an account or contact
CSV file validation before import	Supported	Supported
Import status	Email notification sent to all users. Import status displayed on Bulk Data Load Jobs page (available to administrators).	Email notification sent to all users. Import status displayed on status page (available to all users).

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