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Lorant Dobrondi Process email attachment and load data into Salesforce
Hello,
Our company has an email address where we receive a list of leads every week.
We're currently manually checking this email address, downloading the list of leads (it's a .csv file), and then using a batch loader to load the data into Salesforce.
Since this is sent to us in an automated way, we would also like to load this data into Salesforce, in a completely automated way.
Is there a way to fetch these incoming emails, process their attachments, and load them directly into Salesforce, without the need of human interaction?
Alternatively: are there any usable tools out there, which could help with this?
I had a similar requirement, where we used to receive status of checks from the bank. We needed to update this in Salesforce. The file was always same and received everyday.
I used an open source tool called Pentaho Data Integration (PDI). One person would everyday download and save the file to a folder. PDI tool would run its job at a scheduled time, on finding a new file it would process it and attach a time stamp. Next time, the tool would ignore this file.
There might be some more tools available for your requirement, this is the tool that I used simply because it was open source, free and easy to learn.
Let me know if you would like to discuss more.
I hope you find the above solution helpful.
Thanks and Regards,
Neha Aggrawal
initaura.com
I think a good tool for this would be Connect Bridge by Connecting Software. I think you could fetch the incoming e-mail with their Exchange connector and then put the info in Salesforce using their Salesforce connector (which is the one they use for their Document Extractor Built for Salesforce platform).
@Neha Aggrawal: The thing that you mentioned is similar to what we already have. I want to automate everything from getting the email, to parsing the attachment, and then creating the Salesforce objects.