Import data from Salesforce
To import data from Salesforce
1. Open an existing pipeline or create a pipeline from the Home Page, Pipelines tab or Workspaces tab and click the Add data option.
Info: You can also click the Import data 
9. Once you are done creating your data flow and applying necessary transforms in your stages, you can right-click a stage and add a destination to complete your data flow.
Schedule
Schedule configuration
1. Select the Schedule option in the pipeline builder.
2. Select a Repeat method (hourly, daily, weekly, monthly) and set frequency using Perform every dropdown. The options of the Perform every dropdown change with the Repeat method. Click here to know more.
Info: The range can be between 2-100. The default value is 2.Import configuration
5. Select the Click here link to set the import configuration.
Import all data
Incremental data fetch
Only modified and new data
Info: The modified and new data will be fetched using the Created_Time and User_modified_Time columns from the last imported time.Only new data
Do not import data
Note: If you have already configured a schedule from Salesforce, data will be reloaded based on your earlier configuration under the Import configuration section when you click on the Edit schedule option and set a new schedule.
Schedule settings
Stop export if data has invalid values: Enabling this will stop the export when prepared data still has invalid values.
Order exports
If not enabled, export will run in the default order.
Note: This option will be visible only if you have added more than one destination in your pipeline.
To rearrange the order of your export destinations
1) Click the Order exports toggle
8. After you configure the schedule configuration, click Save to execute the schedule. This will start the pipeline.
Each scheduled run is saved as a job. When a pipeline is scheduled, the data will be fetched from your data sources, prepared using the series of transforms you have applied in each of the stages, and then data will be exported to your destination at regular intervals. This complete process is captured in the job history.
9. To go to the jobs list of a particular pipeline, go to the
10. Click the required job ID in the Jobs history page to navigate to the Job summary of a particular job.
The Job summary shows the history of a job executed in a pipeline flow. Click here to know more.
Info: You can also view the status of your schedules later on the Jobs page.
Note: If you make any further changes to the pipeline, the changes are saved as a draft version. Choose the Draft option and mark your pipeline as ready for the changes to reflect in the schedule.
After you set your schedule, you can choose to Pause schedule or Resume schedule, Edit schedule and Remove schedule using the Schedule Active option in the pipeline builder.
When you edit and save a schedule, the next job will be from the last schedule run time to the next scheduled data interval.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Import configuration for Salesforce
While configuring the Schedule, Backfill, Manual reload, Webhooks, or Zoho Flow runs, the import configuration needs to be mandatorily setup for all the sources. Without setting up the import configuration, the run cannot be saved. You can configure ...Import data from Snowflake
Zoho DataPrep supports importing data from Snowflake, a cloud database. Snowflake is a cloud data warehouse that can store, process and analyze data. To import data from Snowflake 1. Create a pipeline or open an existing pipeline from the Home Page, ...Import data from Panoply
Zoho DataPrep allows you to import data from Panoply, a fully-integrated data management platform that syncs, stores, organizes and analyzes data from many sources. To import data from Panoply 1. Create a pipeline or open an existing pipeline from ...Import data from Dropbox
Zoho DataPrep supports importing data from Dropbox, a file hosting service. Dropbox offers cloud storage, file synchronization, personal cloud, and client software. To import data from Dropbox 1. Open an existing pipeline or create a pipeline from ...Import data from OneDrive
Zoho DataPrep supports importing data from OneDrive, a file hosting service operated by Microsoft. OneDrive enables users to store, protect, share and synchronize their files. To import data from OneDrive 1. Open an existing pipeline or create a ...