Introduction: #
This tutorial explains how to export CSV without header files using the Agent File in the SFTP protocol of the Outbound Adapter of our new agent application. The Agent File Adapter provides a streamlined process for seamlessly integrating CSV data into our platform. This functionality is available in the version of the V3 Interface API.
Pre-require: #
- Agent File Type of Connection Destination. If you do not know how to create Agent File type of Connection Destination, please follow this document below:
- OAuth2 Username-Password Authentication: https://docs.skyvva-dev.com/docs/1-how-to-connect-a-new-agent-to-the-agent-control-board-using-oauth2-username-password-authentication/
- OAuth2 Client-Credential Authentication: https://docs.skyvva-dev.com/docs/2-how-to-connection-agent-to-salesforce-using-oauth2-client-credential-authentication-type/
- Create an Inbound Agent File Adapter for CSV format without a header
- Fill in all required field
- Enter Name: Any Name
- Select Type: Agent File
- Select Direction: Outbound
- Select Status: Active
- Select Protocol: SFTP
- Select Authentication: Username_Password
- Enter Host: SFTP Host
- Enter Username: SFTP Username
- Enter Password: SFTP Password
- Enter Port: SFTP Server Port
- Select Content Format: Text
- Select File Type: CSV
- Enter Folder: (Your SFTP Folder Name) ex: /DahuySFTP/Account/CSV
- Enter File Name: (Your File Name)
- Select Separator: “,”
- Tick Box on File has no header
- Select File Handling Mode: New
- Select the Connection Destination: Choose the destination name that you created earlier.
- Please click Ping Connection button
- After a successful ping, click the Save button.
- Fill in all required field
- Create an Outbound Interface
- Enter any Name
- Select Status: Deployed
- Select the Source Name that you want to export.
- Select Operation Type: Query
- Select Direction: Outbound
- Select Adapter: Choose the Outbound Adapter that you created earlier.
- Select Interface API Version: V3
- Select Your MetaData Provider, Repository, and Source/Target Message Type. Note: You need to have the message type field entry to do the mapping. The first (A) column value will be stored at the top of the mapping order.
- Click Save Button
Do Mapping:
- Check the cache to ensure all cache entries are synchronized before processing.
- Navigate to the Cache tab and verify that the cache adapter, integration, interface group, interface, and mapping are all present in the cache table. You can use the filter to search the cache.
- Do Manual Process
- Navigate to the Interface tab, select the desired interface, and then click the Manual Process button.
- Select “Use The SOQL statement on the interface to select the sObject?” option and Click Send Button
- A record has been sent to a new file. Here is the success message.
- Here is the message detail
- Here is the sample record sent
- Here is the file that was sent to the SFTP Server
- The record columns are rendered based on your mapping sequence.
