How to Bulk Create or Update Custom Object Records via CSV

This guide explains how to bulk create (import) and update Custom Object records using a CSV file.

Before you begin

• The target custom object must already exist.
  • If not, see How to create and manage custom objects.
• For updates, decide on the key property (e.g., ID or external ID).
• If you want to link to other objects (Company, Contact, etc.), include their Record ID values in the CSV.

Bulk create custom object records via CSV

1. Open the target custom object and click Import.
2. Choose CSV file as the import source and upload the CSV.
3. Download the on-screen CSV import template if needed and fill in required fields.
4. Map CSV headers to Sanka properties.
5. Choose Create records.
6. Run the import.

Bulk update custom object records via CSV

1. Prepare an update CSV including a key column (ID, external ID, etc.) and fields to update.
2. Open the target custom object and click Import.
3. Select CSV file and upload the CSV.
4. Map CSV headers to Sanka properties.
5. Choose Update records.
6. Set the key property (ID, external ID, etc.).
7. Run the import.

Import while linking to other objects

1. Include the Record ID for the related object in your CSV.
   • Example: add a Company ID column to link to companies.
2. Upload the CSV and map the related ID column to the corresponding property.
3. Choose Create records or Update records as needed.
4. If updating, set the key property.

Common pitfalls

• A column does not appear in mapping
  • Confirm the corresponding property exists on the custom object.
• Updates do not apply or apply to the wrong record
  • Check that the key property is correct and values are unique.
• Associations are not created
  • Confirm the related record IDs exist and that you are using the correct ID type.

Error and history

To review import status and error files, see CSV Import/Export Errors.