In this tutorial, you will learn how to do a Manual Process to import a CSV file via an Amazon S3 adapter. This adapter supports four separators such as comma, semi-colon, Tab, and Bar of CSV format.
Note: We have made changes to the message structure starting from version 2.50.13. We have added the File Message to cover business messages created from files. Everything else remains the same. For more details on the File Message, please refer to this document link: https://docs.skyvva-dev.com/docs/1-import-data-from-internet-drive-to-salesforce/
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Manual Process with CSV comma separator for inbound processing #
Pre-requisite
- Create Integration and Inbound interface with operation upsert
- Create a message type
- Link a message type for the inbound interface
- Mapping
- Click save mapping
- Enter to integration detail page
- Click the link Amazon Control Board on the Custom Link section
- You will arrive at the Amazon Control Board
- Click Adapter tab
- Click the New button to create the adapter
- Fill Name adapter
- Choose Amazon S3 on Type
- Choose Inbound as the direction
- Status
- Choose Salesforce Type = Salesforce Authentication Provider
- Fill Named_Credentials (Note: Please follow the link to create the Named_Credentials https://docs.skyvva-dev.com/docs/2-named-credentials-to-access-the-aws-s3/)
- Select CSV on File Type
- Select “,” on Separator
- Fill Folder Path
- Fill File Name
- Source Encoding UTF-8
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- Click Save Button
- Link this adapter to the interface
Here is the sample payload
Here is the screenshot of the CSV file in the folder of the AWS S3 service
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- Click the interface Tab on Amazon Control Board
- Select an interface
- Click the Manual Process Button
- It will display the Manual Execute Option pop-up screen
- Check the Read files from amazon s3 and push record to salesforce.
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- Click Read button
The record of the CSV file will import to Salesforce and create the completed message as screenshot below
2. Manual Process with CSV Tab separator #
Pre-requisite
- Create Integration and Inbound interface with operation upsert
- Create a message type
- Link a message type for the inbound interface
- Mapping
- Click save mapping
- Enter to integration detail page
- Click the link Amazon Control Board on the Custom Link section
- You will arrive at the Amazon Control Board
- Click Adapter tab
- Click the New button to create the adapter
- Fill Name adapter
- Choose Amazon S3 on Type
- Choose Inbound as the direction
- Status
- Choose Salesforce Type = Salesforce Authentication Provider
- Fill Named_Credentials (Note: Please follow the link to create the Named_Credentials https://docs.skyvva-dev.com/docs/2-named-credentials-to-access-the-aws-s3/)
- Select CSV on File Type
- Select Tab on Separator
- Fill Folder Path
- Fill File Name
- Source Encoding UTF-8
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- Click Save Button
- Link this adapter to the interface
Here is the sample payload
Here is the screenshot of the CSV file in the folder of the AWS S3 service
-
- Click the interface Tab on Amazon Control Board
- Select an interface
- Click the Manual Process Button
- It will display the Manual Execute Option pop-up screen
- Check the Read files from amazon s3 and push the record to salesforce.
The records of the CSV file will import to Salesforce and create the completed message as screenshot below
3. Manual Process with CSV Semicolon separator #
Pre-requisite
- Create Integration and Inbound interface with operation upsert
- Create a message type
- Link a message type for the inbound interface
- Mapping
- Click save mapping
- Enter to integration detail page
- Click the link Amazon Control Board on the Custom Link section
- You will arrive at the Amazon Control Board
- Click Adapter tab
- Click the New button to create the adapter
- Fill Name adapter
- Choose Amazon S3 on Type
- Choose Inbound as the direction
- Status
- Choose Salesforce Type = Salesforce Authentication Provider
- Fill Named_Credentials (Note: Please follow the link to create the Named_Credentials https://docs.skyvva-dev.com/docs/2-named-credentials-to-access-the-aws-s3/)
- Select CSV on File Type
- Select “;” on Separator
- Fill Folder Path
- Fill File Name
- Source Encoding UTF-8
-
- Click Save Button
- Link this adapter to the interface
Here is the sample payload
Here is the screenshot of the CSV file in the folder of the AWS S3 service
-
- Click the interface Tab on Amazon Control Board
- Select an interface
- Click the Manual Process Button
- It will display the Manual Execute Option pop-up screen
- Check the Read files from amazon s3 and push the record to salesforce.
-
- Click Read button
The record of the CSV file will import to Salesforce and create the completed message as screenshot below
4. Manual Process with CSV Bar separator #
Pre-requisite
- Create Integration and Inbound interface with operation upsert
- Create a message type
- Link a message type for the inbound interface
- Mapping
- Click save mapping
- Enter to integration detail page
- Click the link Amazon Control Board on the Custom Link section
- You will arrive at the Amazon Control Board
- Click Adapter tab
- Click the New button to create the adapter
- Fill Name adapter
- Choose Amazon S3 on Type
- Choose Inbound as the direction
- Status
- Choose Salesforce Type = Salesforce Authentication Provider
- Fill Named_Credentials (Note: Please follow the link to create the Named_Credentials https://docs.skyvva-dev.com/docs/2-named-credentials-to-access-the-aws-s3/)
- Select CSV on File Type
- Select “|” on Separator
- Fill Folder Path
- Fill File Name
- Source Encoding UTF-8
-
- Click Save Button
- Link this adapter to the interface
Here is the sample payload
Here is the screenshot of the CSV file in the folder of the AWS S3 service
- Click the interface Tab on Amazon Control Board
- Select an interface
- Click the Manual Process Button
- It will display the Manual Execute Option pop-up screen
- Check the Read files from amazon s3 and push the record to salesforce.
-
- Click Read button
The record of the CSV file will import to Salesforce and create the completed message as screenshot below