[SalesForce] Automate data import process

We currently have multiple flat files that need to be imported daily. Currently, we are manually importing the files using data loader. We are simply importing to Accounts and Opportunities.

The process is two prong. First, we have a process that exports the data from another database to a flat file (csv) and copies it over to a FTP site. Then a user will manually get the file and load into Salesforce.

We are looking at ways to automate this process with no user intervention. We are looking at the automated pull approach or an http request / response. Is there any Salesforce examples of how each of these processes would be implemented? I'm sure this is probably a pretty common problem. We don't want to do any command line scripting process.

Any examples of how to implement this functionality would be immensely helpful.

Thanks for any help.
Regards.

Best Answer

You could use Jitterbit Data Loader, to schedule the imports. We do something similar were I work and have a scheduled export from one of our systems to a .csv file and have a daily upsert into Salesforce. You can import from Flat Files, Databases, Excel Files, Local Files, Fileshare or FTP as documented here.

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