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 how to import and fetch incremental data from your Salesforce module using the Import configuration option. Select the Click here link to set the import configuration.
Below is a snapshot from the schedule configuration.
Below is a snapshot from the schedule configuration.
Import configuration
How to import data from source? You can choose to Import all data, Only modified and new data, or Only new data, or Do not import data using this option.
Import all data
If you want to import all data, select the date from when data needs to be imported in the From field. This option will import all available data from the selected date for every scheduled run.
Incremental data fetch
Incremental data import is a method used to import new or modified records after the previous sync.
Only modified and new data
To import the modified and new data incrementally from the last imported time, select Only modified and new data option from the drop-down.
Info: The modified and new data will be fetched using the Modified_Time and Added_Time columns from the last imported time. Use existing data if new data is not available:
When there are no new files in the source during incremental import,
When there are no new files in the source during incremental import,
If the checkbox is checked: The last fetched data will be imported again.
If the checkbox is unchecked: The import will be skipped and no data will be imported.
Only new data
To import the new data incrementally from the last imported time, select Only new data option from the drop-down.
Info: The new data will be fetched using the Added_Time columns from the last imported time.Use existing data if new data is not available:
When there are no new files in the source during incremental import,
When there are no new files in the source during incremental import,
If the checkbox is checked: The last fetched data will be imported again.
If the checkbox is unchecked: The import will be skipped and no data will be imported.
Do not import data
The data is imported only once. The second time, the rules get applied to the same data and get exported.
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