Dropbox to Salesforce Integration

Dropbox

Dropbox is cloud file storage. Use this when the CSV already sits in a Dropbox folder and needs to load into Salesforce, or when Salesforce data needs to land as a file in that folder.

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Import CSV from Dropbox to Salesforce

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

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Connect Dropbox

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Connect with Dropbox sign-in. You may need to allow the Dataimporter IP addresses.

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Pick the file

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On the job, browse folders and files and choose the CSV to load, plus the Salesforce object. If the filename changes, use a wildcard so the job can find the latest match.

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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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Export from Salesforce to Dropbox

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Write a Salesforce object out to a path in Dropbox. Enter the export path and the object to export from.

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