Box to Salesforce Integration

Box

Box is a cloud content platform for storing and sharing files. Use this when the CSV already sits in a Box folder and needs to load into Salesforce on a schedule.

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Import CSV from Box to Salesforce

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Load a CSV from Box into Salesforce. Insert, update, upsert, or delete Accounts, Contacts, Leads, Opportunities, and custom objects.

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Connect Box

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Create the Box connection, then open a job and choose the folder and file to load.

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Pick the file

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Choose the file and the Salesforce object to load into, then map the columns you want.

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Map, clean, and schedule

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Set the field mapping and cleaning rules once, then schedule the job. The same file can run again, or a new file can be picked up as it lands in the folder.

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