Setting Up the Salesforce and FTP Integration

The Salesforce FTP integration can be advantageous for businesses if they want to make backups, enhance file management, or migrate data from legacy systems, says Skyvia.com. However, being a seasoned solution, FTP file storage imposes certain limitations that impact data transfer speed and flexibility.

 

In this article, we have a look at the standard method for sending data from FTP to Salesforce and vice versa. Then, we’ll observe Skyvia as an advanced solution helping to overcome the traditional approach drawbacks.

Standard Data Migration Method

Migrating data from Salesforce to FTP or in the opposite direction requires lots of planning, configuration, and patience. Below, find a general guide on how to send data from FTP to Salesforce.

Step 1. Assessment and Planning

Here you need to decide which exact data needs to be sent to Salesforce. Also, you’d preferrably determine the frequency of data transfer and develop a scheduling plan based on that.

 

Another important thing at this stage is the mapping of data fields in FTP to the corresponding fields in Salesforce, which is essential for correct data loading.

Step 2. Data Cleansing and Preparation

Check the files for any unsupported characters, missing information, and duplicate records. Apply all the necessary transformations that make FTP data correspondent to the Salesforce data model. This greatly reduces the time on error handling and inconsistencies identification on the data load to Salesforce.

 

Make sure that the file format is compatible with Salesforce – CSV files are the most common ones for data import and export.

Step 3. Access FTP Server

  1. Connect to the FTP server using the FTP client software or CLI (command-line interface).
  2. Decide which data files need to be sent from the FTP server to Salesforce.

 

Step 4. Import data into Salesforce

  1. In Salesforce, check whether any custom objects or fields need to be created.
  2. Decide which tool to use for data migration:
    1. Data Import Wizard is suitable for smaller datasets.
    2. Data Loader works well for importing large volumes of data and supports batch processing.
  3. Monitor the file upload process and address any errors or issues.

Step 5. Check Uploaded Data

Ensure its integrity by verifying whether the data was transferred in full capacity into Salesforce. If something was not imported, take all the necessary measures to address data anomalies in a proper way.

 

This method was used for ages for uploading FTP data into Salesforce. However, it might not be suitable for companies operating with large data volumes and real-time data. So, we introduce alternative solutions to integrate data between Salesforce and FTP.

Import FTP data to Salesforce with Skyvia

Skyvia is a universal platform suitable for various kinds of data-related tasks, including data integration. Despite being a third-party solution, it doesn’t impose extra obstacles on data transfer from FTP to Salesforce but simplifies the process. So, here are step-by-step instructions on how to set everything up in Skyvia for seamless FTP Salesforce integration.

Step 1. Create Connectors

  1. Log into your Skyvia account or create a new one.
  2. Go to Create New -> Connection in the upper menu.
  3. Select Salesforce from the list of available options.
  4. Indicate your Salesforce credentials to connect to the CRM.
  5. Click Test Connection to verify that the authentication was successful.
  6. Click Create Connection.
  7. Go to Create New -> Connection in the upper menu.
  8. Select FTP from the list of available options.
  9. Indicate host, port, credentials and encryption mode for FTP.
  10. Click Test Connection to verify that the authentication was successful.
  11. Click Create Connection.

Step 2. Create Integration Scenario

  1. Go to Create New -> Import in the top menu.
  2. Select CSV from storage service under the Source Type. Select FTP from the drop-down connections list.
  3. Select Salesforce as a target.

Step 3. Specify Data Integration Parameters

  1. Click Add new to set up the integration parameters.
  2. Click Browse and select the CSV file from FTP.
  3. In the Target Definition tab, select the objects for import and the DML operation.
  4. In the Mapping Definition tab, map the source columns to the required target columns.
  5. Click Save to create the task.
  6. Repeat steps 1-4 to create other import tasks for other objects.

Step 4. Set Recurring Data Load

  1. If you’d prefer to make data imports regular, click Schedule in the upper-left corner of the integration scenario screen.
  2. Indicate the recurrence preferences, time zone, and scheduling parameters.

Step 5. Start Import

  1. Once the integration scenario is set up, click Create.
  2. Start the immediate data export by clicking Run or wait for the scheduled export.

 

This data integration method could be suitable for legacy system migration and CRM data enrichment against files with datasets stored on FTP.

Export Salesforce Data to FTP with Skyvia

Step 1. Create Integration Scenario

  1. Go to Create New -> Export in the top menu.
  2. Select Salesforce as a source.
  3. Select CSV to storage service under the Target Type. Select FTP from the drop-down connections list.

Step 2. Specify Data Integration Parameters

  1. Click Add new to set up the integration parameters.
  2. Indicate the file name for the resulting file.
  3. Select the objects that need to be exported from Salesforce.
  4. Decide whether file compression needs to be applied.
  5. In the Output Columns, verify the names of the columns and make any changes if needed.

Step 3. Set Recurring Data Load

  1. If you’d prefer to make data exports regular, click Schedule in the upper-left corner of the integration scenario screen.
  2. Indicate the recurrence preferences, time zone, and scheduling parameters.

Step 4. Start Export

  1. Once the integration scenario is set up, click Create.
  2. Start the immediate data export by clicking Run or wait for the scheduled export.

This integration scenario can be particularly useful for creating Salesforce data backups on storage services like FTP, SFTP, Google Drive, etc.

Summary

Sending data from FTP to Salesforce could be a time-consuming operation because of the absence of native integration between the two services. However, there’s Skyvia that allows to simplify the data transfer from FTP to Salesforce, providing robust transformations and mapping settings.