How do I create a #Data Loader?

A #Data Loader can be created from either:

  • A Connection — using New Executable (Action), or
  • A Pipeline with a Template Direction — using New Target Action.

When setting up the Executable:

  1. Specify the target object.
  2. Choose the action (Insert, Update, Upsert, etc.).
  3. Upload a template CSV file to define the data profile.

Column names in the CSV must start with a letter and may contain only letters, numbers, and underscores (_) — so they can be referenced consistently when building transformation formulas.

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FAQ Image