dataloader.io
Updated 31 October 2026
dataloader.io is a third-party tool that connects to your Salesforce org to insert, update, upsert and delete records in bulk.
To start, go to dataloader.io and click Login with Salesforce(1).
It’s best kept for one-off jobs where a lot of records need adding, changing or deleting, rather than as an everyday tool. For example, loading a list of new accounts or updating many records at once.
What is an upsert?
An upsert combines an update and an insert. For each row in your file, if a matching record already exists it is updated; if not, a new record is created.
Importing transactions
Invoices, credits and journals involve several related objects, which is more than dataloader.io is designed for. To import transactions in bulk, use the Aedon upload templates instead. See Importing Transactions with Upload Templates.
For more about dataloader.io, see the dataloader.io Help Centre.
