SharePoint is Microsoft's site and file store. Use this when a team already drops CSVs in a SharePoint library and those files need to load into Salesforce, or when Salesforce data needs to land back as a file.
Load a CSV from SharePoint into Salesforce. Insert, update, upsert, or delete Accounts, Contacts, Leads, Opportunities, and custom objects.
Connect with Microsoft sign-in. You may need to allow the Dataimporter IP addresses.
On the job, browse sites, 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.
Set the field mapping and cleaning rules once, then schedule the job.
Write a Salesforce object out to a path in SharePoint. Enter the export path and the object to export from.
