Import configuration for Salesforce

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.

 

Import configuration

 
How to import data from source? You can choose to Import all dataOnly 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.

 
InfoInfo: 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: 

During incremental import,

  1. If the checkbox is checked: When there is no new data in the source, the last fetched data will be imported again.
  2. If the checkbox is unchecked: When there is no new data in the source, the import will fail and no files will be imported. This will, in turn, cause the entire pipeline job to fail.
 

Only new data  

To import the new data incrementally from the last imported time, select Only new data option from the drop-down. 



InfoInfo: 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,
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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