---
title: Import Loan Data
slug: equipmenttrack/import-loan-data
description: Import existing loan and rental data into Unaric Equipment Track. Migrate historical records seamlessly into Salesforce for complete equipment visibility.
docTags: 
createdAt: 2024-09-05T23:08:17.133Z
---

You can use Salesforce Import Data Wizard to import **Equipment Loan** data.

## 1. Prepare the import file

1. On Salesforce, go to** Reports** and click the **New Report** button.
2. Select **Equipment** as the report type and click **Create.**
3. Drag the** Equipment: ID** field into the report alongside any other fields you may wish to use to assist in identifying the record in the report. Click **Run Report.**
4. From the **Report** page, click **Export.**
5. Change the export file format to .csv and click **Export**.
6. Open the file in a spreadsheet editor and save it
7. You will now take the data in that worksheet and add additional columns to provide the **Assignment** data.
   1. **Loan Type** = *User,* *Contact, Account,* or *Opportunity.*
   2. **Loan Start Date** = *yyyy-mm-dd*.
   3. **Estimated Return Date** = *yyyy-mm-dd*.
   4. **Loaned ID** = The SFDC ID of the record. This is used to associate the record with the Equipment Loan. You may need to export all your associated records and use Vlookup to find the Salesforce ID. For **Contact** and **Account,** you can use the **Name Field** and do not need to obtain the SFDC ID for those types of records.

![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/8ZI-1_eU0n-MmN-pY4vvQ_image.png)

:::hint{type="warning"}
Loading **Loan** data must be done based on the** Loan Type** field. If you have loans to **Users**,** Contacts**,** Accounts,** and** Opportunities**, you may have as many as 4 files to load. Save each file filtered on **Loan Type** (**User**, **Contact**, **Account,** and** Opportunity**) as a separate CSV.
:::

## 2. Import the file

1.  On Salesforce, go to **Setup > Data > Data Import Wizard**.
2. Scroll down and click the **Launch Wizard! **button.  The **Data Import Wizard **will open.
3. Select the following values for each pane:
   - **What kind of data are you importing?***:* *Custom objects - Equipment Loans*
   - **What do you want to do?** *Add new records. *Additional questions will be revealed. Based on the **Loan Type** you are loading, answer the appropriate question.
   - **Where is your data located? **Drag the CSV file you saved earlier onto the drop spot.

     ![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/MyZXYYi1ynUdauNZLo8Z1_image.png)
4. Click **Next**.
5. On this** Field Map**, you will need to make some changes:
   - Click **Map** next to **Equipment: ID**, select **Equipment**
   - Click **Map** next to **Loaned ID**, select **Contact** (Or **User**, **Account,** or** Opportunity** based on which **Loan Type** you are currently loading)

     ![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/vRjdU7_o-TiEASIvOJjI3_image.png)
6. Click **Next**.
7. Again the field map summary will be presented. Click** Previous** to edit or click** Start Import** to proceed.
8. You will be directed to the **Bulk Data Load Jobs** page. Here you can monitor your job and review results as necessary. Repeat the steps above for each** Loan Type** you are loading (**User**, **Contact**, **Account,** or** Opportunity**).

### Loading Multiple Loans for a single Equipment record

If you need to load historical Loan data (more than the current loan) we recommend you [contact us](https://www.unaric.com/get-in-touch) for assistance.



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