How to use Salesforce Dataloader Command Line Interface Quickstart (CLIq) ?

Requirements

===========

Data Loader 17.0 or later (Login to Salesforce, and go to Setup|Data Management|Data Loader)

Windows XP or Later (See CLIqOnUnix for Unix installation)

Installation Instructions

=================

• Install Data Loader version 17.0 or later.
• Download the latest version of CLIq:

          http://code.google.com/p/dataloadercliq/downloads/list

• Unzip cliq.zip into your Data Loader home directory. Typically this is:

• C:\Program Files\salesforce.com\Apex Data Loader 17.0 -or- C:\Program Files\salesforce.com\Data Loader
  • You should have a directory:

                      C:\Program Files\salesforce.com\Apex Data Loader 17.0\cliq     

Configuration

============

To configure proxy support, enter your proxy settings in cliq.properties:

#

# CLIq.properties

#

### All of these properties are Optional ###

#Set your Salesforce username and password

sfdc.username=

sfdc.password=

# i.e. proxy.company.com

sfdc.proxyHost=

# i.e. 8080

sfdc.proxyPort=

sfdc.proxyNtlmDomain=

sfdc.proxyUsername=

sfdc.proxyPassword=

# Use https://test.salesforce.com/services/Soap/u/ for Sandbox instances

# NOTE: Make sure the version is equal or lower than your version of Data Loader.

#

# For example:

# sfdc.endpoint=https://test.salesforce.com/services/Soap/u/21.0

To use CLIq with Sandbox, uncomment the sfdc.endpoint line.

Starting CLIq

===========

To run CLIq, run cliq.bat on Windows or cliq.sh on UNIX.

Using Graphical UI

================

1. Choose an Operation

  The process name is a string which is used to identify your process. Example: Export_Accounts

2. Login

3. Enter Query or Entity

4. Review Results and Create Files

Using the Files

===============

• A directory name will be created using the process name you entered. For example, if your process name is import accounts, CLIq will create a directory called import_accounts
  • Cliq 1.2: The process directory will be under dataloaderhome/cliq
  • Cliq > 1.2: The process directory will be under dataloaderhome/cliq_process
• For DML Opertations (Insert, Update, Upsert, Delete), you will need to complete the configuration manually. See instructions for Configuring DML.
• To run the script
  • On Windows, open the processname directory and run processname.bat.
• Instructions for Configuring DML:
  • Replace processname/read/processname.csv with your source CSV file.
    • e.g,

                    "ID","LASTNAME","EMAIL","COMPANY"
                    "00Q7000000TNtBCEA1","Miller","nouser@acme.com","Acme"
                    "00Q7000000TNtBDEA1","Smith","noone@widgetmaker.com","Widgets R US"

• Do not change the file name. Just replace the existing .CSV file with your file.
• Note the headers for each column
• Open processname/config/processname.sdl. Create a mapping with the CSV column header on the left and the Salesforce Field on the right.

               e.g,

               # Created by Dataloader Cliq
               #
               # Create your field mapping list in the following format
               ID=Id
               LASTNAME=LastName
               EMAIL=Email
               COMPANY=Company

• The Salesforce Field is case-sensitive
• Insert should not have an "Id" mapping
• Update requires an "Id" mapping
• Delete only needs an "Id" mapping

Some more about CLIq:

What CLIq Does

• Quickly configure scheduled exports/updates for your Salesforce Org
• Text and graphical interface
• Handles all the tricky stuff:
  • Creates a process-conf.xml
  • Validates your username/password, queries, and entity names (avoids case-sensitivity issues)
  • Encrypts password
  • Creates an organized directory structure
  • Creates a bat file which can be scheduled on Windows using Windows Scheduler
  • Creates a sh script which can be scheduled on UNIX using cron
• Written in Java - Tested on Windows and Mac OS X (UNIX)!

What CLIq Doesn't Do (Yet)

• Write SOQL statements (for Exports) - You'll need to know how to write SOQL.
• Configure Data Loader to write directly to Databases
• Automatically configure SDL file.

• Helpful Links:

• For a complete reference to all the CLI options and parameters, see the Salesforce CLI documentation
  • http://wiki.developerforce.com/index.php/Using_Data_Loader_from_the_command_line
• Data Loader CLIq - YouTube
• For questions about using or troubleshooting CLIq, please post your question to the Google Group