Import Step

The information on this page relates to the new upgraded interface of the IConduct platform. To view information about the Classic version of the user interface, follow this link.

 

This section describes how to add and set up the connection for the Import step applicable to the tasks in the interface. For more information about steps, see Defining Steps .

 

Import step is used to import data into the IConduct Schema for transfer or further manipulation. To create the Import step, navigate to Interfaces> {Specific Interface}> Tasks> {Specific Task} > Steps >New >New Import Step.

 

To import your data from Salesforce, follow the steps below:

1. Select your Salesforce connection from the Connection drop-down list. Press Open for your reference, or if modifications or any changes are required in the pre-defined connection.

2. Select the required action from the Action drop-down list:

• Insert: Import new data into an empty Schema’s table.
• Update: Add the latest data to the existing schema fields.
• Delete: Delete data from the Schema’s table.
• Upsert: Select to either update or insert rows of data depending upon whether a specific set of conditions are met (or not).

On selecting Update, Delete, Upsert from drop-down list, the Schema Column and Source Column appear. These fields associate a specific field in the source system to a specific field in the Schema. The rows from the source system will Update/Delete or Upsert rows in the Schema based on this association. Select required columns to enable automatic updates.

3. Fill in the Query box complying the SOQL language pattern:

1st row – select = statement;

2nd row – id and name = fields;

3rd row and below (optional) – filter statements and, optionally, results.

A SOQL query must have the following look:

select

id,Name

from Account