Importing products into Salesforce

[mansfield]

Trying to find some documentation on how to import a load of products into Salesforce with the Devart plugin. I've successfully connected and can view & edit the data, but am not sure how to import?

[Pinturiccio]

We will describe how to work with Devart Excel Add-in for Salesforce in details below:

1. On the Devart tab, in the Import group, click "Get Data".
2. In the "Devart Excel Add-ins: Import Data Wizard", in the Data Source list select "Salesforce".
3. Set the connection parameters in order to connect to your database.
4. After you have set the connection parameters and Test Connection is successful, click Next.
5. The next wizard page is displayed, and you can select the required database object on the "Visual Query Builder" tab. In the right part of the page you can configure filters for data to select.
6. Alternatively, on the "SQL Query" tab you can enter your own SQL query to select data.
7. After you have specified query settings on the "Visual Query Builder" tab or entered your query on the "SQL Query" tab, click Next.
8. The next window displays the first 10 rows of the selected data.
9. By default, a new worksheet with the name of the corresponding Salesforce object is created. You can change this name or use an existing worksheet.
10. After clicking Finish, the data will be imported to the Excel worksheet.

You can edit existing rows of a table and add new ones and submit changes back to Salesforce. For this, perform the following actions:
1. After you have imported data, on the Devart tab, in the Edit Session group, click "Edit Mode";
2. Make the necessary data changes and click Commit. The changes will be sent to the server;
3. Click "Edit Mode" again to turn off the edit mode.

You can also read Excel Add-ins documentation. If you selected the 'Help files' check box during the Excel Add-in for Salesforce installation, the documentation can be accessed from Start Menu->All Programs->Devart Excel Add-ins->Documentation. You can also find the help file at https://www.devart.com/excel-addins/download.html

[mansfield]

Thanks for this - we're connecting fine, but my query is how to add data to Salesforce. I can edit it, but cannot see a way to add rows. Specifically, I need to add a large amount of data!

[Pinturiccio]

For adding a new record you need to perform the following actions:
1. After you have imported data, on the Devart tab, in the Edit Session group, click "Edit Mode".
2. The line under imported tables is highlighted with green color. Enter new record data in this line and click to another line.
3. This line will be added to the Excel table and next line is highlighted with the green color. And you can enter a new line again. Unfortunately you can add only one recode at a time. Inserting several rows at a time is not yet supported.
4. Click Commit, and new records will be sent to the server.
5. Click "Edit Mode" again to turn off the edit mode.

[mansfield]

Ah that's a shame - I need it to do a bulk data load Is there any way round this?

[Shalex]

Please take a look at the product dotConnect for Salesforce which includes the Bulk Data Loading feature.