by rssbus | December 14, 2017

Import Contacts to your Salesforce Account


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Import Contacts to your Salesforce Account

The sample project featured in this article has built-in mapping scripts for transforming Salesforce Contacts stored in CSV files to appropriate XML records, ready to be sent to Salesforce.

The ports are configured to automatically move files from one port to the next until the contacts are sent to your Salesforce account. If there is already an existing contact record in Salesforce with a matching contact email, the application will instead update the existing record with the new data. You can log into your Salesforce account to check for your new contacts.

The Salesforce port is preconfigured to import the contacts into the account automatically.

In order to configure the example, please follow these steps:

  1. Go to the Ports tab and click the Import Settings button. In the dialog that appears, choose the file SfdcContactsCsvImport.zip to import the project's settings and port configurations.
  2. After you have imported the sample, start by selecting the Salesforce port and navigating to the Settings tab. If you have not already installed the Salesforce port, the application will prompt you to install it.
  3. From Settings, to connect to your Salesforce account, the Username, Password and Security Token of your account need to be set to their respective fields. The Username and Password are the same credentials you use to login to your Salesforce account, while the Security Token is a code assigned by Salesforce that is changed whenever you reset your password. If you do not know it, you can send a request to Salesforce from your account to have the token reset. After setting these credentials, click the Test Connection button to verify that you can connect to your Salesforce Account from RSSBus Connect.
  4. To execute the sample, navigate to the Send tab of the CSVMapping port. The sample includes the ContactExample.csv file, which contains a contact that you can use to test with. Select this file and click the Send button to process the file.
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