Tutorial V2.41 (Lightning)

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8. How to import flat xml file?

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe what the Manual Load feature is.
  • Comfortably use the manual load feature to import XML data.

Introduction

SKYVVA´s Free Dataloader is part of the SKYVVA´s Integration Cloud App and is a native force.com App. As a true Cloud Service data can be uploaded over the Web without the need to install any software or hardware. SKYVVA´s Free Dataloader is perfectly suited for business analyst and administrator to manage the import of critical business information such as accounts, contacts, assets products, leads or orders in a timely manner without being reliant on limited IT resources. Based on an intuitive (Salesforce Look & Feel) Web interface SKYVVA´s Free Dataloader is very easy to configure (No Coding) and maintain. The Free Dataloader is installed as a tab ‘Integration’ directly in the Salesforce menu bar. Fields are mapped by a visual editor, data are transformed using a formula editor. All operations are executed in the familiar Salesforce Look & Feel. Business analysts or administrator get alerted about failure in the service and are enabled to resolute data transforming or process logic without IT help via a message board

What is SKYVVA Data Loader?

SKYVVA Data loader is designed to integrate data supporting CSV/XML format via a manual file upload.

Here we are explain the steps how can we manually load xml data.

Please follow the given steps how to import data from file into Salesforce.

Step 1. The first step is to create a new Integration to import our xml file.

  •  On the Menu Bar, you see the Integration tab -> clicks on the tap Integration. Please refer the document to create Integration
  • Click On New button.

  • Fill in the Name Field (Give a meaningful name that identify your integration.) We give our Integration a name and a short description of the use case for this integration.
  • All other fields can remain as default…
  • Click on Save button  and we have created an Integration to upload  xml file

Step 2.  The next step is to create the Interface for the Account Object.

To create new interface follow the given steps:

  • Go to your Integration page.
  • Click on Interface tab (near to detail tab).
  • Click On New Interface button.

We give our Interface a Name and change the Status to Deploy and choose in Source Name the proper SObject -> Account

All other fields can remain as default…

We click on ‘Save’ and created our Account Interface.

Interface Fields Information:

  • Name: It can be Account, Contact or Case.. etc to notify your Interfaces
  • Statue: Deployed (It can be used)
  • Sequence: Ranking number (1)
  • Adapter: It is the connector
  • Source Name: Salesforce Objects (Account, Contact or Case.. ect.)
  • Operation Type: There are 4 types:

Upsert: To update on existed data and insert new data that isn’t existed yet in Message Monitoring.

Update: Only update on data that is already existed in Message Monitoring.

Insert:  Add all data in the Message Monitoring.

Delete: Delete all data in Message Monitoring.

  • Type: There are 2 Types:

Inbound: Import data into Salesforce

Outbound: Export data outside Salesforce

We click on ‘Save’ and created our Account Interface.

We click on the ‘Account Interface’ link and see the Interface Details. It is navigate to:

 Step 3    How to do Mapping

Cross down to Source definition Section->Click choose file button to browse file that want to mapping and choose your XML file to upload ->choose file->Click Open button->and then click on ‘Save’

  • Browse the xml file for Istructure.
  • And save it.

Your uploaded XML file structure looks like:

You see the Message that the xml file upload was successful and then click on OK button.

In the reloaded Mapping area we see now our source structure with all fields.

Select external Id field (Name). For object, it is required to have an External Id  field which is to be used for synchronization with external system. This external id field must be unique in order to avoid duplicate records on each object.

Steps 4:  How to do Manual Load?

Now we have finished our interface setup and go back to our Integration Details Page and click on ‘Manual Load’ link .

On the Manual Load page, you will have choose the same file (1) and Upload (2) again.

  • Select Data type XML
  • Browse XML file
  • Click on Upload Button

After you have selected the records click on ‘Push’ Button to upload the data into Salesforce and you get the message that the upload process started. We click on the ‘Message Board’ Button  and come to the Message Board.

Step 5    How to use Message Monitoring?

Storage usage will be found when you are on Message Board page. And Filter below will show to how to use or search different criteria, for example:

Below in the ‘Filters’  area you can search for different criteria e.g. Integration Name, Interface Name, Message Status or by Date.

  •  Filters:

– Integration Name: You can choose which Integration you prefer to see the result

– Interface Name: You can chose which Interface you prefer to see the result

– Message Status:

  • There are many types of Status, but there are 3 common using types:

Green Flag   =  The upload was successful and is Completed

Red Flag    = Failed

Yellow Flag  = Pending

Yellow Flag  = Pending

Note:  You can select None if you prefer to see all types of message flags.

Then click on Search.

  • Messages Section

You will be able to see Total Number of Records as well.

– Type: Inbound or Outbound

– Target: is target interface that is used to be integrated to

-Statue: It shows which flag is green, red or yellow… etc.

-Creation Date: It shows which date interface is created

– Modification Date: It shows which date interface is Modified

 

  •  Button

– Select All:  The function of Select All button is to select all Message results

-Deselect All: The function of Deselect All button is  to Deselect all Message results

-Delete: The function of delete button is to delete only selected Messages

-Deleted All: The function of Delete All button is to delete all Message results

-Cancel: cancel selected Messages that is pending status

-Cancel All: The function of cancel All button is to cancel all Pending Message results

As you can see the status of uploaded record was green which means it was success or completed. In case that you want to see your Account Detail In the Message area, clicking on ‘Related To‘ to jump there.

 

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