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RstrunkRstrunk 

Daily upsert FROM Active Directory to Salesforce


     Currently we have a manual process where a SFDC Admin takes an exported file from Active Directory and upserts that into Salesforce.
This happens daily.  We would like to automate this process.  I have heard of solutions where people have used the free version of Jitterbit to do this and was curious if anyone here could enlighten me in this area.  Possible alternatives are also welcome.  

Thanks, 
Marty C.Marty C.

Hello, Rstrunk,

The officially supported tool for upserting data into Salesforce is the Data Loader[1]. Going this route allows you to leverage Salesforce Support should you run into any problems with the tool.

The general idea behind the automation (assuming you have a dedicated server on which you can install Data Loader) is:

  1. Create a new Data Loader process[2]
  2. Set up a .bat file (or a PowerShell script) to run the Data Loader in batch mode[3]
  3. Use Windows' Task Scheduler to schedule the script to execute at your desired interval

If you do choose to use Jitterbit, the best way to get support for the free version is through the dedicated Jitterbit community[4].

[1]: Data Loader (http://www.salesforce.com/us/developer/docs/dataLoader/index.htm)
[2]: process (http://www.salesforce.com/us/developer/docs/dataLoader/index.htm)
[3]: batch mode (http://www.salesforce.com/us/developer/docs/dataLoader/index_Left.htm#StartTopic=Content/loader_batchmode_intro.htm)
[4]: Jitterbit community (https://getsatisfaction.com/dataloader)
Satish_SFDCSatish_SFDC
I second jitterbit. You could write queries to get the data and create jobs to automate the process.

Regards,
Satish Kumar