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Sushma  RamakrishnanSushma Ramakrishnan 

Need help to access doc in SFTP server and push the doc into Salesforce

Hi All,

Thanks in Advance for any help for the below businees requirement.
My Req is : Need to access the doc (.csv) file in SFTP server via Salesforce and store the retrieved doc in Salesforce's out of the box "Documents" object and need to schedule this process on a weekly basis and atutomate this process.

Thanks,
R.Sushma.
@Karanraj@Karanraj
Using command line data loader you can able to automate the data import process.

You need to schedule the command line data loader on the server machine where the actual documents. Using command line schedule you can able to automate the import process weekly. If you can't run the data loader in the actual server, then using SFTP transfer tool, move the file to local machine and then schedule dataloader 

Dataloader Cliq - https://code.google.com/archive/p/dataloadercliq/ This tools help you to generate the process.XML and other required file, then using windows scheduler schedule the .bat file to run weekly.   
Video tutorial for Data loader Cliq -  https://www.youtube.com/watch?v=myJtSy3XtIA
 
Sushma  RamakrishnanSushma Ramakrishnan
Hi Karanraj,

I will go through the above suggested way but Is there any App exchange or any other free tool where in i just have to install it and then :

1.Configure the Source as SFTP
2.Configure the Target as Salesforce
3. Create a Task to upload .CSV file and load thhe file under "Documents" tab of Salesforce out-of-box object and schedule it to happen on weekly basis.

Thanks,
R.Sushma.
David_GardelDavid_Gardel
If you already have decided to use out-box tool take a look at Skyvia (https://skyvia.com/data-integration/integrate-salesforce-sftp). It`s a no-coding data integration platform which requires minimal configuration. A task can be run manually or scheduled for automatic execution.
sathish r 30sathish r 30
Hi sushma,
I am having same requirment - to read csv file from SFTP and upload to Salesforce document object. could you please tell me how you achieved this.
Thanks