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

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

Connect Box

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

Pick the file

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

Map, clean, and schedule

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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