Load data into Salesforce.com in minutes with WebSphere Cast Iron Data Loader
Katherine Sanders 270000XS1Y Visits (3074)
It is a subset of the functionality in WebS
This post is a step by step guide that demonstrates how the WebSphere Cast Iron Data Loader can be used to load contact data from a CSV file on Dropbox into the Salesforce.com Contacts object.
1. Create a CSV file containing the data to load into a single Salesforce.com object.
2. Put the CSV file in your Dropbox.
3. Sign into WebSphere Cast Iron Express and click Create.
4. Select Dropbox for the Source, Salesforce.com for the Target, and click New Blank Integration.
5. Edit the Source first.
6. Enter a name for the Dropbox connection and click Connect.
7. Click OK to authorize Dropbox access.
8. Sign into Dropbox when it opens in a new tab and click Allow.
The following message will be displayed: “Dropbox authorization completed successfully. Please return to your Cast Iron Express window and click the 'Connect' button again to continue.”
9. Click Connect again (you may have to cancel the Authorization Required dialog first).
10. Click on the CSV file to load, review the settings to parse the CSV file, and click Continue.
11. Ensure all the fields you want to load are selected, and click Done.
12. Edit the Target next.
13. Enter your Salesforce.com connection details and click Connect.
14. Click on the Salesforce.com object to load data into, ensure all the fields you want to load are selected, and click Done.
15. Complete the Transformation by dragging Source fields and dropping them on Target fields, click Save, then click Close.
16. Click Start on the new integration and wait for the status to change to Running:
17. Click on the Activities tab at the top of the screen and observe that the integration has processed your CSV file.
You can also click on the links to view the input and output data for the integration.
18. View your new Contacts in Salesforce.com and observe all the contacts from the file have been loaded.
So there you have it, CSV file on Dropbox to Salesforce.com integration in minutes! Why not try it yourself and leave a comment below or connect with me on Twitter to let me know what you think?