This section contains solution articles for Veeva Align Data Loader issues. The Align Data Loader tool enables loading a CSV file into most Align objects. There is no client-side application to download; it is an online only tool. While most Align objects support manual data record creation and editing, the Align Data Loader allows users to quickly add records in bulk.
Some common uses of the Align Data Loader are the following:
- Loading common entities not sourced from CRM, such as Territories, Field Forces, Geographies, Products, Account Rules, explicit Account assignments, Roster Member assignments, and Product assignments
- Loading Account attributes used in alignment rules but not stored in CRM