SFTP is a secure way to move files to and from a server. Teams use it when another system drops a CSV on a schedule and that file needs to land in Salesforce, or when Salesforce data needs to go out as a file.
Load a CSV from an SFTP server into Salesforce. Insert, update, upsert, or delete Accounts, Contacts, Leads, Opportunities, and custom objects.
Create the connection with a name, host, port, username, and password. You may need to allow the Dataimporter IP addresses on the server first.
On the job, enter the path to the file and the Salesforce object to load into. If the filename changes, use a wildcard. A file named Account_Import_20220101.csv can be matched with Account_Import*.csv. Each run uses the matching file with the latest modified date, so older files stay on the server as a history.
Rename the file when the job finishes. That shows which files have already been loaded, and stops the same file being processed twice.
Set the field mapping and cleaning rules once, then schedule the job. The next file that matches is picked up on the next run.
Write a Salesforce object out to a path on the SFTP server. Enter the export path and the object to export from.
