How to Bulk Create and Update Custom Object Records via CSV

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Before you start

• Make sure your custom object is already created.
  • If not, see How to Manage and Create Objects.
• If you plan to update existing records, decide which key property you will use to identify records (for example, ID or an external ID).
• If you need to relate records to other objects (like companies or contacts), it’s recommended to include the related record IDs in your CSV.

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Bulk create custom object records via CSV

1. Open the target custom object and click Import (top right).
2. Choose CSV file as the import source and upload your file.
3. If available, download the provided CSV import template and fill it in.
   • If a template is not shown, you can continue with your own CSV.
4. In the mapping table, match each CSV column header to the correct Sanka property.
5. Select Create records as the import method.
6. Run the import.

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Bulk update custom object records via CSV

1. Prepare an update CSV:
   • Include a key column (for example, ID or external ID) plus the columns you want to update.
2. Open the target custom object and click Import.
3. Choose CSV file as the import source and upload your file.
4. In the mapping table, match each CSV column header to the correct Sanka property.
5. Select Update records as the import method.
6. Choose the key property used to match CSV rows to existing records (for example, ID or external ID).
7. Run the import.

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Common issues

• A property you need doesn’t appear in mapping
  • Confirm the property exists on the target custom object.
• Updates don’t apply or apply to the wrong records
  • Confirm the key property selection, and ensure your CSV key values are unique and correct.
• Associations aren’t created as expected
  • Confirm the related record IDs are included and your association rules match your workflow.

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Checking errors and import history