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Sushma 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.
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.
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
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.
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