Google Drive to Salesforce Integration

Google Drive

Google Drive is cloud file storage for documents and spreadsheets. Use this when a team already drops CSVs in a Drive folder and those files need to load into Salesforce on a schedule.

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Import CSV from Google Drive to Salesforce

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

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Connect Google Drive

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Connect with Google 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 drives, 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.

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Export from Salesforce to Google Drive

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

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