The CSV Import component enables you to flexibly import any comma-separated values (CSV) file into SQL Server. You can also define a job workflow to import CSV data into a Salesforce object.
The Zilliant-developed CSV Import component is a platform-level component that you can use with all Zilliant products. It allows you to import a CSV file in any regional format, without the dependency on a Salesforce user locale. In the CSV file, you can select a preferred column separator, decimal separator, and date format, as well as map file columns to logical entity columns.
Note
- You can run New Import only if you drop the CSV Import component onto a Lightning record page.
- You can view the import history only if you drop the CSV Import component on an app page.
- CSV import runs through the Upsert method, which updates existing data and inserts new data.
Use the following procedures to set up and configure a CSV import:
- Configure a CSV import component
- Configure the post-processing of lines
- (Optional.) Configure a custom Apex hook for the post-processing of lines
Once you have configured a CSV Import component, you can follow these steps to import the lines.