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sathish r 30
How to get CSV file from SFTP and upload it into Salesforce Document object
Hi All,
I have a CSV file inside SFTP, and i need to get this file and move it to Salesforce document object. This needs to be automated and run every week. I cannot go for a paid tool. can any one help me with this requirment.
Thanks
I have a CSV file inside SFTP, and i need to get this file and move it to Salesforce document object. This needs to be automated and run every week. I cannot go for a paid tool. can any one help me with this requirment.
Thanks
You can use Apex dataloader over CLI, install the apex dataloader on any windows machine and then put the data file path from that SFTP server. Then windows batch file will call the dataloader over CLI and finally use windows scheduler to schedule the batch file.
You can Prepare a CSV and perform an Insert to the ContentVersion object.
See https://help.salesforce.com/articleView?id=000314772&language=en_US&type=1&mode=1 for more info.
Related: https://salesforce.stackexchange.com/questions/255645/upload-file-and-attach-it-to-contentdocument
Thanks for providing the input.
Could you provide me any links / reference materials for fetching CSV file from FTP/SFTP and uploading to Salesforce using Data loader CLI
Thanks
These links do not provide exact implementation steps but are good to start with
https://www.sfdcpoint.com/salesforce/step-by-step-guide-for-using-salesforce-command-line-interface-data-loader/
http://www.chiragmehta.info/chirag/2010/03/22/salesforce-ftp-integration-data-loader-web-service-http/
https://salesforce.stackexchange.com/questions/145599/importing-data-in-salesforce-from-external-system-using-csv-file-with-ftp-serve
Hope this helps you. Please mark this answer as best so that others facing the same issue will find this information useful. Thank you
So you can get your Salesforce data to CSV format and then export them to SFTP. Follow this link to learn more: https://skyvia.com/data-integration/integrate-salesforce-sftp