Submit Your First Load
With the package installed, settings configured, and a mapping template created, you're ready to submit a data load request and see Datatrax in action.
Prepare your CSV
Create a CSV file with:
- A header row whose column names exactly match the keys in your mapping template
- One data row per record to load
- UTF-8 encoding (standard for files saved from Excel or Google Sheets)
- File size under 50 MB
- Fewer than 50,000 rows (contact support if you need more)
Create a Data Load Request
- In your Salesforce org, open the Datatrax app from the App Launcher.
- Click the Data Load Requests tab.
- Click New.
- Fill in the request fields:
- Operation — select the same operation as your mapping (Insert, Update, Upsert, or Delete)
- Mapping Template — select the mapping you created in Step 3
- Click Save to create the request record. The Status will be Queued by default.
- On the record detail page, click Upload Files and attach your CSV.
What happens next: When you attach the CSV, the Status automatically changes to Submitted and the Datatrax Flow fires. The request is then sent to the Datatrax processing service. You don't need to do anything else — just watch the status update.
Monitor the status
Refresh the Data Load Request record to see the status progress:
Queued
Request created. Attach a CSV file to proceed.
Submitted
CSV has been attached. Datatrax will pick it up within seconds.
Processing
Datatrax is downloading the CSV, running transformations, and submitting to Bulk API.
Complete
All records processed. Check Records Processed and Records Failed for results.
Error
Some records failed validation or processing. Check the Error Detail field and download the results file.
Failed
The entire job could not be processed. Check the Error Detail field for a description of what went wrong.
If some records failed
When individual rows fail (rather than the whole job), Datatrax writes a results CSV back to the request as an attached file. To find it:
- Open the Data Load Request record.
- Scroll to the Files related list.
- Download the file named Results_… — it contains your original rows plus a Status column and an Error_Detail column explaining each failure.
- Fix the failing rows in your CSV and submit a new request.
Installation complete. Datatrax is now fully configured in your Salesforce org. Share the Data Load Requests tab with your authorized users and they can start submitting loads on their own.