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Best practices for import jobs in Data Loader

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This reference guide outlines best practices for importing records, including file format requirements, header specifications, date formatting, and file size limitations.

  • The import file must be a CSV format encoded in UTF-8.

  • The first row must contain unique and non-empty column headers.

  • The maximum supported file size is 300 MB.

  • All date fields must use the supported formats defined in the Data Dictionary.

  • Ensure IsMarker columns are correctly mapped when importing nested objects. For example, Standalone Invoices or Payment Schedules.

  • When importing Accounts and Contact:

    • Set the communication profile to Silent for Migration.
    • Assign records to a dedicated migration batch.
    • Accounts and Contact are created in Active state.

Zuora recommends downloading the Advanced Multi-Action template directly from the target tenant. Templates are dynamically generated based on tenant-specific custom fields. If tenant configurations change, download a fresh template from the appropriate environment (Central Sandbox, Developer Sandbox, or Production).