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Custom Metadata Type Data Loader

Data Loader for Custom Metadata Type Records

Free  

Never requires payment

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Business Need
IT & Administration
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Marketing Cloud Engagement

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MVP
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
3.31
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Showing 10 of 13 Reviews
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Did not insert records

I'm trying to import records and followed the directions. I was able to preview records to be inserted, after save got a message that it would notify me when completed but I never received the message and no records inserted. I've tried a handful of times and never worked. I would not recommend using this app, waste of time !

Vinay Teja Appalabathula
Triple Star Ranger
05/11/2026

Hi Charlie, I hope you went through the documentation provided under the AppExchange product. If not, could you please go through it once? Thanks. Vinay

Unable to Be Used

Every attempt at loading even with just developername and masterlabel results in the same Error: script-thrown exception with no ability to troubleshoot

Very Helpful

Firstly, Thank you! Thank you for creating a native app to update Custom Meta Data. I just tried it in the Sandbox and after a few failed tries, I took some time and read instructions and the feedback from "Sercante Admin" and it works like a charm!! Secondly, I recommend to update your support document to ensure that everyone understands that the "developername" column must stay in column A. Though your image shows this, I am used to having only the 18 digit ID field in my data loader uploads be required. Thank you so much. Katleen

Very useful, but here are some TIPS!

I had a very hard time getting this to work, but I figured out what I was doing wrong. Firstly, your upload file must start with these columns: developername and masterlabel, followed by your custom field data for the metadata type. The other place I got messed up was when you upload the data you will see a NEXT button, this is ONLY to preview your upload. I thought it meant "go to the next step"... lol. After uploading your file click on SAVE! Lastly, go to Deployment Status in Setup to review deployment to make sure it worked.

Aziz Latif
01/16/2026

Very helpful tips there Sercante, thank you so much!

Tarun Kumar Earle
Ranger
05/13/2025

Hi Sercante, Thank you for sharing your experience! It’s great that you were able to figure it out. Just a quick note: please refer to the provided documentation for detailed steps and best practices. Also, the "Next" and "Previous" buttons are part of the pagination functionality to help you review records easily — they aren't related to the data upload process. We truly appreciate your feedback, and we’re happy to share that improvements based on such inputs will be included in coming version of the tool. Thanks, Tarun Earle

Time waster, not a time saver

You would think that you could use this tool to export custom metadata from one org and import into another, and the tool would create a compatible file that would work. But, no. After wasting 30 minutes editing my file, with nothing but failure, I've decided this is a time wasting tool, not a time saving tool. There are easier methods that work.

Tarun Kumar Earle
Ranger
07/16/2024

Hi Jeff, I hope you went through a documentation provided under a AppExchange product. If not could you please go through once. Thanks, Tarun

Very Difficult to Use

Bug: - Imported first 100 records successfully, but subsequent imports did not add new records, despite success message. Limitations: - No mapping. - Must be CSV Delimited, not CSV UTF-8, even though UTF-8 is the standard CSV format. - Can't handle special characters. - Can't handle over 400 records at a time. - Very difficult to figure out how to use.

Tarun Kumar Earle
Ranger
07/16/2024

Hi Darren, I hope you went through a documentation provided under a AppExchange product. If not could you please go through once. Thanks, Tarun

Gauhar Kassymbek
Double Star Ranger

Success message but nothing happens

I managed to get through multiple errors and finally my file was accepted. Finally I see the green pop-up saying that 183 records were inserted successfully but in reality there is none. Repeated the exercise 3 times, no luck. Double-checked that it is the same org, performed a query, nope, no records... Did anybody have the same problem?

Tarun Kumar Earle
Ranger
06/21/2024

Hi Gauhar, The above email address is incorrect. Please feel free to contact us at consultingservices@vamritech.com

Tarun Kumar Earle
Ranger
06/21/2024

Hi Gauhar, Can you please check the deployment status? Additionally, you may receive an email related to your username. If you need any assistance, please feel free to contact us at consultingservice@vamritech.com.

Very Good tool errors can be better denoted

The reason for 5 stars, Its a free tool, Save you time when loading 20+ values in custom metadata . There was someone available from support when i had issues even when the tool is free. Only downside was that there were special characters in my file and the error it was throwing me was File not found so that could have been better i had to spend a lot of time to figure out what was the error with the csv. Also the csv format is limited and does not support all csv formats so i think i has some issues there as well. But considering overall after putting in some hours of efforts to figure out the issue i was able to load my file in few batches.

Headers need to be correct but works

I used this to load a large group of custom metadata I didn't want to manually create. I encountered errors the first few times I attempted the load, so commenting for folks to avoid them. You must include "masterlabel" (not label) and "developername" columns, then columns for each API field after that. Note - there's no mapping step - it uploads your file & notes how many rows, then you click and it runs it. Super simple but saving a ton of work!

Swati Kashyap
Triple Star Ranger
05/09/2024

Hii Eddie If the MasterLabel is “1” then in DeveloperName we need to be give like this “1”. For Example: If the MasterLabel is “Test 1” then DeveloperName we need to be given like this “Test_1”.

Eddie Zaragoza
04/09/2024

I was going to ask what is considered a special character but I found a workaround. I created an import file with just two columns, "MasterLabel", and "DeveloperName". I imported place holder records with no other fields. Then I used Salesforce Inspector to export all of those new records with the below query, added my values back into the field columns then upserted (insert and update are not options) them with inspector and it worked! SELECT MasterLabel, DeveloperName from Example_Table__mdt

Pulkit Jain
04/09/2024

Hi Eddie, Glad it worked that way. It means it is an issue similar to i had. It is not about numbers. Some of your row has special character which then the tool is unable to read and throws error of file not found. I was able to do 20-40 a time once i realised which special characters are causing issues. I removed those rows and then imported. For example i had a country like this which was causing issue "Nuevo León"

Eddie Zaragoza
04/08/2024

Thanks Pulkit. I kept my same CSV file and just tried to import 3 records and it worked, my original file only had 20 records. I have about 250 records to import so I may have to find another method so I don't have to do 80+ imports.

Pulkit Jain
04/08/2024

Eddie I had similar error popup and the reason i found out was there were some special characters in my csv which was causing issues. try with 2-5 rows with no special characters and also try to save it as just csv format (there are 2-3 different csv formats when saving :)

Oskar Zhang
Ranger
04/04/2024

Eddie, I had the same error " *** is not a valid API Name of Selected Metadata Type" until I changed the CSV file format. There are apparently 2 types of CSV files in MS Excel. "CSV UTF-8 (Comma delimited)" and "Comma Separated Values" Don't use the UTF-8 CSV.

Eddie Zaragoza
04/03/2024

Hi Tarun! Thanks for the message, when the file type is CSV (Comma delimited), I get: Error: Please select a file to upload.

Tarun Kumar Earle
Ranger
04/03/2024

Hi Eddie, Can you please ensure your Excel sheet is saved in the proper CSV (Comma delimited) format only.

Eddie Zaragoza
04/03/2024

masterlabel | developername | test_field__c 1 | X1 | Test value. this is what i have as my columns, and below is what i've confirmed: 1) my system admin has access to the custom metadata type 2) I've selected the correct custom metadata type from the dropdown 3) I've tried both versions of CSV files 4) I have less than 500 rows and this is the error message I'm getting, any suggestions? Thanks! Error:masterlabel is not a valid API Name of Selected Metadata Type. Please use a valid Field API Name for CSV file headers

Very helpful and user friendly

This package is very easy to use and also has very detailed documentation which will guide you to import the metadata records.