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Perform an Update Using an External ID [Upsert without the Insert]

November 6th, 2009 · 1 Comment · Tips & Tricks

The ‘update’ function within the data loader does not allow you to specify an external ID.  Well, as it turns out I needed to do just that.

The simple work-around is to simply not include a required field and then perform an upsert.

In my example, I was updating accounts via the external ID “OWNER ID”.  By leaving out the “Name” field (required to create a new account record), I will get an error message instead of creating new accounts:

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You could set a different field to required (checkbox on the field itself, not the page layout) in order to get the same functionality with the name field included.  As always- if you are playing with data in a production org, test with a small batch before you load up the big guns!

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