Export from Salesforce and import into Absorb using dataloader.io

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Applies to: Pro, Plus, & Enterprise Plans

Introduction

This article details an example of how to get Salesforce Account and Contact information synced into Absorb using dataloader.io. This is just one of many methods available to exchange data between Salesforce and Absorb. If you use another tool or process to extract data from Salesforce, simply skip to the Absorb Setup section for details on importing into Absorb. You might also consider using our RESTful API to build an integration between your Salesforce instance and Absorb.

In this example, we will be setting Salesforce Accounts as Absorb Departments and Salesforce Contacts as Absorb Users. We will be setting up a scheduled CSV file export using dataloader.io and a scheduled CSV file import to Absorb to accomplish this. The process described in article can also be used as a rough guide for exporting any type of data from Salesforce using dataloader.io and importing it into Absorb.

Looking for information exporting data from Absorb and importing to Salesforce? See the sister article here.

Prerequisites:

  1. Dataloader.io Account (Preferably Enterprise version).
  2. An SFTP server that files can be delivered to and picked up from (see the notes section).

Disclaimer: Absorb LMS supports scheduled data imports in general (not only from Salesforce). This guide is provided to our clients as a convenience only, based on our past experience working with Absorb data imports, Salesforce, and dataloader.io.

Dataloader.io Setup

Export Accounts from Salesforce 

The first thing we will do is set up a scheduled Dataloader.io export task in order to export Accounts from Salesforce so that they can be imported into Absorb as Departments.

  1. After signing into Dataloader.io, on the main page in the top left menu bar, click on New Task > Export:
    SalesforceExport_1.png 
  2. From here select your Salesforce connection in the drop down menu, select the Account object, and click the next button:SalesforceExport_2.png
    Click for larger image
  3. In the extract there are some fields that are required by Absorb. The Account ID field is required for use as the External ID value from the departments in Absorb. The Account Name field is required as the department name in Absorb. The other fields are optional and usually not required for a department import.

    Note: Our example here will create a "flat" department structure in Absorb, with every Account/Department having the same top level parent department. More complex hierarchical department models with many layers to the hierarchy are supported, so long as you can define each department's parent in your export file.
  4. After you have selected the fields for the export click the Next button in the bottom right:SalesforceExport_3.png
    Click for larger image
  5. Next we will create a schedule for running the Export task and configure the filename of the export.
  6. In this example we will schedule the export to run daily at 5 PM PST and set the filename to Account_Export_Daily:SalesforceExport_4.png
    Click for larger image
  7. After setting the schedule we will set where to send the output file after the run is complete. For this we will setup sending the output to a SFTP location.
  8. Under the Add Destination Folder menu, click on the Secure FTP tab.
  9. Select or create a connection to the SFTP folder, To create a new connection click on the plus button beside the connection drop down menu:
     SalesforceExport_5.png
  10. After you have your connection information setup, make sure your output file shows in the folder list below and click Save in the bottom right.SalesforceExport_6.png

 

Export Contacts from Salesforce

Similar to the Account export, we will be creating a new export task to export the Contact object to be imported as Users in Absorb.

  1. After signing into Dataloader.io, on the main page in the top left menu bar, click on New Task > Export:
    SalesforceExport_1.png
  2. From here select your Salesforce connection in the drop down menu, select the Contact object and click the next button:SalesforceExport_7.png
    Click for larger image
  3. For the extract there are several required fields: The Contact Id for the Contact to be used as the user's External ID in Absorb. The Account Id (Salesforce Account Id) to be used as the user's assigned Department in Absorb. FirstName & LastName to be used as the same in Absorb. Email, while not strictly required, should usually be included to be used as both Username and Email in Absorb (otherwise, ensure you include some other field from Salesforce to be used as the Username in Absorb).SalesforceExport_8.png
    Click for larger image
  4. Next we will create a schedule for when to run the Export task and the filename of the export.
  5. In this example we will schedule the export to run daily at 6 AM PST and set the filename to Contacts_Daily:SalesforceExport_9.png
    Click for larger image
  6. After setting the schedule we will set where to deliver the output file after the run is complete. For this we will send the output to a SFTP location.
  7. Under the Add Destination Folder menu, click on the Secure FTP tab.
  8. Select or create a connection to the SFTP folder, To create a new connection click on the plus button beside the connection drop down menu:
    SalesforceExport_5.png
    Click for larger image
  9. After you have your connection information setup, make sure your output file shows in the folder list below and click save in the bottom right.SalesforceExport_10.png

Absorb Setup

Once you have data being exported from Salesforce on a scheduled basis, we can setup a scheduled import to bring that data into Absorb. Contact your Client Success Manager to discuss this additional service. More general information on data imports to Absorb can be found here

Notes

Dataloader.io does not support FTPS for file transfers at this time. Unfortunately Absorb can only provide FTPS accounts, so you will need to obtain an SFTP for this process. Provide the details to Absorb as part of creating the csv deparment and user imports - this should be the same SFTP location that you will setup Dataloader.io to export files to. 

References

https://dataloader.zendesk.com/hc/en-us/articles/219333148
https://dataloader.zendesk.com/hc/en-us/articles/219409047

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