Export & Import Multiple Custom Setting Records Using LWC

A Salesforce Lightning Web Component (LWC) solution for bulk exporting and importing Custom Setting records via CSV files — no data loader or third-party tools required.

Features

Export

• Select up to 30 Custom Settings at once for export
• Each setting is exported as a separate .csv file
• Optional toggle to include system/read-only fields in the export

Import

• Upload up to 10 CSV files per batch
• Validates that each filename matches the Custom Setting API name
• Processes records with partial-success support (failed rows do not block the rest)
• Automatically generates an error report CSV for any rows that failed to import

Component Structure

force-app/
├── classes/
│   ├── ImportAndExportCustomSettingController.cls
│   └── ImportAndExportCustomSettingController.cls-meta.xml
└── lwc/
    ├── importAndExportCustomSetting/
    │   ├── importAndExportCustomSetting.html
    │   ├── importAndExportCustomSetting.js
    │   ├── importAndExportCustomSetting.js-meta.xml
    │   └── __tests__/
    └── utils/

How It Works

Apex Controller (ImportAndExportCustomSettingController)

Method	Description
getAllCustomSettings()	Queries EntityDefinition to list all Custom Settings in the org
getCustomSettingHeaders()	Returns field API names and labels; filters out non-updateable fields unless "Export system fields" is enabled
getCustomSettingData()	Dynamically queries all fields for a given Custom Setting object
loadData()	Parses an uploaded CSV (ContentVersion), maps columns to fields, type-converts values, and inserts records via Database.insert with allOrNothing=false

Supported field types for import: String, Date, DateTime, Double, Boolean, Integer.

LWC Component (importAndExportCustomSetting)

The component renders a card with two modes toggled by radio buttons:

Export mode

1. A dual-listbox lists all available Custom Settings.
2. User selects settings and optionally checks "Export system fields as well".
3. Clicking Export downloads one CSV per selected setting, staggered 1 second apart.

Import mode

1. A dual-listbox lists the Custom Settings to import into.
2. User uploads one or more .csv files (filename must match the Custom Setting API name).
3. Clicking Import uploads each file to Salesforce Files, calls the Apex controller, and shows a success/failure count.
4. If any rows fail, an error CSV is automatically downloaded.

Constraints

Limit	Value
Max exports per operation	30
Max imports per operation	10
Max records per import file	5,000
Accepted file format	.csv / .CSV
Import filename	Must exactly match the Custom Setting API name

Deployment

Deploy with Salesforce CLI:

sf project deploy start --source-dir force-app

Or with the legacy SFDX CLI:

sfdx force:source:deploy -p force-app

After deployment, add the importAndExportCustomSetting LWC to any App Page, Record Page, or Home Page via Lightning App Builder.

Requirements

• Salesforce org with at least one Hierarchy or List Custom Setting
• User must have Customize Application or appropriate Custom Setting CRUD permissions
• API version 50.0+

Usage

1. Open the page where the component is placed.
2. Choose Export or Import mode using the toggle.
3. To export: select one or more Custom Settings → click Export → CSV files download automatically.
4. To import: select the target Custom Setting(s) → upload matching CSV files → click Import → review the success summary and any error CSV.

License

This project is open-source.