You can create a Salesforce connection in Skyvia by clicking +NEW in the top menu and selecting Connection in the menu on the left. The Select Connector page opens, which contains all the available connectors — their names and types. You need to find and select Salesforce from available connectors to open Connection Editor page.
Full Answer
How do I import data from skyvia to Salesforce?
To get data into Salesforce, you need to create an import package. When creating an import package, Skyvia allows adding several import tasks to one package and, thus, importing several CSV files into Salesforce – accounts, contacts, leads, opportunities, attachments, etc. – in a single import operation.
How do I create a package in skyvia?
After signing in to Skyvia, you can create an import package by clicking +NEW in the top menu and selecting Import in the Integration column. The package editor opens up.
What types of data can I map in skyvia?
In Skyvia, you can use different types of mapping to convert the structure and content of data in CSV files or in the source system to the structure and content needed in the target system. Moreover, in addition to importing data from CSV files, Skyvia can also import binary data from zip archives into Salesforce.
How does skyvia execute tasks in order?
By default, Skyvia analyzes data relations and executes tasks in order, depending on these relations. If tasks are not related, Skyvia may run up to four tasks in parallel. If you want to run your tasks exactly in the same order they are listed in the package, select the Preserve task order check box in target options.
How to add a task to Salesforce?
To add a task to the package, click Add new on the left of the package editor. The task editor window will open. Please note that in Skyvia you can add one or more tasks.
How many tasks can Skyvia run in parallel?
By default, Skyvia analyzes data relations and executes tasks in order, depending on these relations. If tasks are not related, Skyvia may run up to four tasks in parallel. If you want to run your tasks exactly in the same order they are listed in the package, select the Preserve task order check box in target options.
How to import a CSV file into Salesforce?
To import a CSV file from your computer, drag your file to the drop here your file area or click the browse link and upload the Accounts CSV. You can also add a zip file with binary data by selecting the corresponding check box.
How to create a new connection in Salesforce?
To create a new one, click the +New Connection link at the bottom of the connection drop-down list.
Can Skyvia import data from zip archives?
Moreover, in addition to importing data from CSV files, Skyvia can also import binary data from zip archives into Salesforce.
What is Skyvia Connect?
Skyvia Connect is a connectivity-as-a-service solution that allows you to expose your data via the OData protocol almost instantly, with no coding and very little configuration. Besides, being a cloud solution, it does not require you to care about service hosting and management.
What is Salesforce Connect?
Salesforce Connect requires external data to be available either via custom Salesforce Connect adapter or via OData protocol. OData is an open protocol for working with data over the Internet via RESTful APIs, supported by a number of data-related applications.
Can you use OData directly?
Some cloud applications allow working with their data via OData directly, like Dynamics 365, but most don’t. Popular database servers also don’t support OData directly. If one wanted to work with their data directly, the solution would be to create a web service, working with their data via their native interfaces and providing their data via OData ...
What is Skyvia CRM?
Salesforce is the most popular cloud CRM with a focus on sales and support. Skyvia supports importing data to and from Salesforce, exporting Salesforce data to CSV files, replicating Salesforce data to relational databases, and synchronizing Salesforce data with other cloud CRMs and relational databases. Skyvia supports Salesforce Professional or Trial edition or higher. Please note that if you use Salesforce Professional or Trial edition, you need to clear the Use Bulk API check box in the connection settings.
How to connect to Salesforce?
For the first method you need to specify your Salesforce user name, password and security token, and they will be stored in the connection data. The second way allows you to avoid storing your Salesforce user name and password on our website. You just authenticate on the Salesforce website. The OAuth Token is generated and will be used for authentication.
What is the Salesforce native upsert mechanism?
It uses Salesforce native UPSERT mechanism, which allows inserting records if such record does not exist in Salesforce, and updating the record if such a record is found. Salesforce uses External ID fields to check whether a matching record already exists in Salesforce.
Can you enable bulk API in Salesforce?
By default, Bulk API are disabled for Salesforce Professional or Trial accounts, and user cannot enable them manually. You must either clear the Use Bulk API check box if you connect to Salesforce Professional or Trial account, or ask Salesforce support to enable Bulk API for your account.
Does Skyvia work with Salesforce?
Skyvia supports External ID mapping for Salesforce foreign key fields. External ID in Salesforce is a field that has the External ID attribute, meaning that it contains unique record identifiers from a system outside of Salesforce. Skyvia allows you to map object references using the referenced object External ID field values. For more details see Mapping.
Can you have multiple external IDs in Salesforce?
There can be multiple External Id fields in a Salesforce object. To configure the Upsert action, first, you need to select the table to load data to. The Salesforce object you select must have an External Id field. Then you need to select an External Id field of this table to use.
Creating Connections
First, you need to create connections in Skyvia, which you will use as source and target in your import package. For our scenario, we create connections to QuickBooks (source) and Salesforce (target) respectively.
Creating Import Package
To successfully create and run a new package, you need to adjust general package settings and configure task editor settings. Follow these simple steps to adjust general package settings:
Configuring Task Editor Settings
Each import package can contain one or more import tasks, which are configured in the convenient task editor. For our scenario, we need to create and configure settings for one import task, which will load data from the QuickBooks Invoice object to the Salesforce Opportunity object and its related OpportunityLineItem.
Saving Import Task
When everything is ready, click Save to save the task. You will see the created task in your package settings.
Running Import Package
We have successfully configured our package for QuickBooks - Salesforce integration. Сlick Create to create the package and run it to import data from QuickBooks to Salesforce. The data will be imported into two tables. You can check whether results are successful or not on the Monitor tab.
Creating Connections
First, you need to create connections in Skyvia, using Salesforce and QuickBooks connectors. You will use them as source and target in your import package. For our scenario, we create connections to Salesforce (source) and QuickBooks (target) respectively.
Creating Import Package
To successfully create and run a new package, you need to adjust general package settings and configure task editor settings. Follow these simple steps to adjust general package settings:
Configuring Task Editor Settings
Each import package can contain one or more import tasks, which are configured in the convenient task editor. For our scenario, we need to create and configure settings for one import task.
Saving Import Task
When everything is ready, click Save to save the task. You will see the created task in your package settings.
Running Import Package
Сlick Create to create the package and run it to import data from Salesforce to QuickBooks. You can check whether results are successful or not on the Monitor tab. For this, click the Run ID to open the History Details window. The Opportunity object had three line items, Skyvia detected it and generated 3 lines for Invoice in QuickBooks.
Salesforce-Specific Features and Limitations
Salesforce Connections
- You can create a Salesforce connection in Skyvia by clicking +NEW in the top menu and selecting Connectionin the menu on the left. The Select Connector page opens, which contains all the available connectors — their names and types. You need to find and select Salesforce from available connectors to open Connection Editorpage. On this page, when cr...
Additional Parameters
- Metadata Cache — this parameter determines for how long the cached metadata for the connection are considered valid. By default, Skyvia caches metadata of available objects in cloud sources. Whenever necessary, you can reset metadata cache for a connection manually in the Connection Editor by clicking the Clear nowlink. The following values are available for this para…
Supported Actions and Actions Specifics
- Salesforce connector supports the following actions: 1. Execute Command in Source, Lookup, and Target Data Flow components and in Import and Exporttasks in the Advanced mode. 2. Execute Queryin Source Data Flow components and in Import and Export tasks in the Advanced mode. 3. Run Reportin Source Data Flow components and in Import and Export tasks in the Advanced mo…