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I am trying to find a best practice of data integration using a .csv flat file into Salesforce database.

I am trying to schedule this task once a day.

Sorry. this is not a code-related question, but I am trying to get a better idea what methods are out there at this moment.

I am trying to import and append data (not whole a lot). I am looking at about <100 rows of data a day (two columns).

So, I am not sure Data Loader is necessary (since I heard that this is for Bulk of data).

I have Unlimited Edition of Salesforce.

Should I just use a Python file and execute to run on the server to import data into Salesforce database?

Or is there other API that could be used with Salesforce?

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  • I have used email services to parse daily csv before and the external system emails the file daily (no one willing to write code / install DL on external system) . But if you can use rest or soap API it would be better if you can get the code written on the external end
    – Eric
    May 31, 2017 at 17:01

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The Data Loader is typically used for bulk records, but it doesn't have to be. The Data Loader is a ready-made solution that you can just drop on to a server somewhere, write a crontab, Windows Task, etc, to run daily and perform your insert/update operations. Of course, there's also a SOAP and REST API, if you decide to write your own code, but I'd investigate using the Data Loader first, since it doesn't involve writing any code. See the Data Loader CLI docs for more info.

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  • Thanks! I will investigate the Data Loader option first.
    – Java
    May 31, 2017 at 17:01
  • If I have a Linux server that will be used to schedule daily task, what is best practice?
    – Java
    Jun 5, 2017 at 20:31
  • @KingJava Write a script to call the Data Loader, set up crontab to run daily. There's really no special magic. It's pretty easy.
    – sfdcfox
    Jun 5, 2017 at 20:41
  • Thanks. Is there any URL I could read about regards to "writing a script"?
    – Java
    Jun 5, 2017 at 20:44
  • @KingJava crontab explains the basic syntax, and Data Loader Command-Line Syntax for specific parameters you need.
    – sfdcfox
    Jun 5, 2017 at 20:46

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