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SFTP to Salesforce
Publisher
: Lingk
Run In Lingk
Description
Read a CSV file from SFTP, transform the data, and write the data to Salesforce using the bulk API.
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# _____ _ _____ __ # | __ \ (_) |_ _| / _| # | |__) |___ ___ _ _ __ ___ | | _ __ | |_ ___ # | _ // _ \/ __| | '_ \ / _ \ | | | '_ \| _/ _ \ # | | \ \ __/ (__| | |_) | __/ _| |_| | | | || (_) | # |_| \_\___|\___|_| .__/ \___| |_____|_| |_|_| \___/ # | | # |_| # Project Name - SFTP TO SALESFORCE # Recipe URL - https://app.lingk.io/a/10932/tf/17498 # Description - This recipe reads a CSV file from SFTP, transforms the data, and writes the data to Salesforce using the bulk API # Industry - Higher Ed # Business Process - Graduate Reporting # Systems - SFTP, Salesforce # Connectors - # Data Flows - Single Direction # Connection Type - SFTP to Salesforce # Data Models ## Salesforce Objects Used: #1. Course__c # Data Sets # # Add Recipe notes / Change log information here! ## New development - (Sprint ) # updated with style guide model # updated with comment pattern # _____ _ # / ____| | | # | | ___ _ __ _ __ ___ ___| |_ ___ _ __ ___ # | | / _ \| '_ \| '_ \ / _ \/ __| __/ _ \| '__/ __| # | |___| (_) | | | | | | | __/ (__| || (_) | | \__ \ # \_____\___/|_| |_|_| |_|\___|\___|\__\___/|_| |___/ # # CONNECTORS specify what data will be pulled into the in-memory database during processing connectors: # Configure SFTP & Salesforce credentials in your Environment before running this recipe # SFTP Setup - https://help.lingk.io/en/articles/296-sftp-setup-guide # Salesforce Setup - https://help.lingk.io/en/articles/267-salesforce-connector-setup-guide ###### Start - SFTP Reader connectors ###### - name: courseReader type: sftpReader format: csv properties: path: /course_1.csv ###### End - SFTP Reader connectors ###### ###### Start - Salesforce Bulk Writer connectors ###### - name: courseWriter type: salesforceBulkWriter properties: onError: continue useBearerToken: true sfObject: Course__c # batchSize: 50 # default 10000 # upsert: true # default false - requires external Id in sfObject ###### End - Salesforce Bulk Writer connectors ###### # ______ _ # | ____| | | # | |__ ___ _ __ _ __ ___ __ _| |_ ___ # | __/ _ \| '__| '_ ` _ \ / _` | __/ __| # | | | (_) | | | | | | | | (_| | |_\__ \ # |_| \___/|_| |_| |_| |_|\__,_|\__|___/ readFormats: - name: csv type: delimited properties: delimiter: ',' header: true # _____ _ _ _ # / ____| | | | | | # | (___ | |_ __ _| |_ ___ _ __ ___ ___ _ __ | |_ ___ # \___ \| __/ _` | __/ _ \ '_ ` _ \ / _ \ '_ \| __/ __| # ____) | || (_| | || __/ | | | | | __/ | | | |_\__ \ # |_____/ \__\__,_|\__\___|_| |_| |_|\___|_| |_|\__|___/ # STATEMENTS specify how the data should be processed while in memory statements: #******************************************************************** D I S C L A I M E R *********************************************************************************************** # * # Note that in an effort to keep recipes optimized for DPH (Data Processing Hours), print statements should be commented out after development has concluded for a recipe. * # For more information on DPH optimization, please visit the following help article - https://help.lingk.io/en/articles/212-minimizing-data-processing-hours-on-the-lingk-platform * # * #******************************************************************** D I S C L A I M E R *********************************************************************************************** - statement: | (courses) => select course_name Name, course_desc Description__c from courseReader #- statement: print courses - statement: (results, errors) => insert courses into courseWriter # Add more statements to convert, join, aggregrate, transform, and integrate your data
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