Vault Loader allows you to load data to your Vault or extract data from your Vault in bulk. Loader is particularly useful during migrations and on-boarding. Extracted information downloads to a CSV file, which you can load back into your Vault or into other systems.
Learn more about Vault Loader at the Veeva Vault documentation.
| Available Bulk Actions | File | Batch Size |
|---|---|---|
| Extract Document Metadata | CSV output | up to 1,000,000 |
| Extract Document Version Metadata | CSV output | up to 1,000,000 |
| Extract Document Source Files | CSV output with links to file staging server | up to 10,000 |
| Extract Document Renditions | CSV output with links to file staging server | up to 10,000 |
| Extract Document Relationships | CSV output | up to 1,000,000 |
| Extract Object Record Metadata | CSV output | up to 1,000,000 |
| Extract Users | CSV output | up to 1,000,000 |
| Extract Groups | CSV output | up to 1,000,000 |
| Create & Update Documents | CSV input | unlimited; CSV must be under 1GB |
| Create & Delete Document Relationships | CSV input | unlimited; CSV must be under 1GB |
| Create & Delete Document Attachments | CSV input | unlimited; CSV must be under 1GB |
| Add Document Versions | CSV input | unlimited; CSV must be under 1GB |
| Add Document Renditions | CSV input | unlimited; CSV must be under 1GB |
| Update & Delete Document Roles | CSV input | unlimited; CSV must be under 1GB |
| Create, Update & Delete Object Records | CSV input | unlimited; CSV must be under 1GB |
| Create Object Record Attachments | CSV input | unlimited; CSV must be under 1GB |
| Create & Update Users | CSV input | unlimited; CSV must be under 1GB |
| Create & Update Groups | CSV input | unlimited; CSV must be under 1GB |
| Update & Delete Object Record Roles | CSV Input | up to 500; CSV must be under 1GB |
How to Enable Vault Loader
To enable Vault Loader, go to Admin > Settings > General Settings. Once enabled, the Loader tab appears in the Vault’s primary navigation bar. The location of the Loader tab may differ in Vaults where Vault Loader was previously enabled.
Loader Permissions
Vault Admins within each app have access.
To perform any actions through Loader, you must also have the correct access for the action. For example, you cannot update documents on which you don’t have role-based permissions or create users without the appropriate security profile.
Notifications & Output Files
Vault shows the status of loader jobs in Admin > Operations > Job Status and also sends notifications for both successes and failures.
Success & Failure Log Files
After each load, Vault creates separate success and failure logs as CSV files. You can download these files from the in-Vault notification or email notification. Vault deletes these files after 16 days. Both files contain the system-managed id values of each record.
If you select the Include fields in output log checkbox when loading, Vault queries the fields and validates that the fields were successfully created.
Failure Logs
Failure logs include:
- Error messages for each record that failed to load
- Original data alongside corresponding errors
- Row IDs from the original CSV file for the corresponding row
- Lines that Vault Loader skipped due to a mismatch in column counts
You can review and fix errors from within the error log. Once you correct any errors, you can re-import the failure log.
About the Vault Loader Command Line Tool
With the Vault Loader command line tool, you can manage files and folders on your Vault’s file staging server, load data to your Vault, or extract data from your Vault directly from the command line.
Migration Mode
To add document versions or renditions, or to set document numbering during import, you must select the Document Migration Mode checkbox.
To create or update object records in any lifecycle state or state type, you must select the Record Migration Mode checkbox. Vault bypasses entry criteria, entry actions, validation rules, event actions, and reference constraints when creating or updating records in migration mode.
Auditing
Vault tracks all Vault Loader actions in the System Audit History, including data export. Each loader action will appear as a single row. Note that only actions which occurred after your Vault upgraded to 18R3 will appear in the System Audit History.
Vault Loader actions on documents also appear in the Document Audit History, and actions on object records appear in the Object Record Audit History.
About the User Object
You can use Vault Loader to create and update User records with the user__sys object. This allows you to update custom fields on User records, as well as standard fields such as Manager. Because Vault synchronizes User records with Legacy User accounts, Vault automatically updates Legacy User accounts when you create or update User records.