With more than 150,000 customers and millions of users, Salesforce processes a lot of data — accounts, contacts, activities, leads, opportunities, you name it.
And people are adding more data to Salesforce all the time.
As organizations realize the benefits of customer relations, Salesforce has become the number one destination for sales, marketing, eCommerce, and field service data.
That's even more accounts, contacts, activities, leads, and opportunities.
Moving all that data to Salesforce, however, can be a challenge. Organizations need a simple way to transfer information from other systems without degrading or destroying it.
A Salesforce uploader (or data loader) might provide a solution. It imports and exports data from other locations in bulk, perfect for moving large data loads from one place to another. An uploader automates much of the data transformation process. The result? Customer-facing teams can do what they do best without worrying about migrating data.
Below, learn why a Salesforce uploader will transform your data transformation goals and how Integrate.io can help your business.
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Table of Contents
- What Is a Salesforce Uploader? Why Should You Use One?
- Which Salesforce Uploader Should You Choose?
- How Integrate.io Helps
Integrate.io is the number-one tool for importing and exporting data to and from Salesforce. Learn more about how this ETL platform benefits your business when you schedule a seven-day demo.
What Is a Salesforce Uploader? Why Should You Use One?
'Salesforce uploader' is the term given to any digital tool that can import or export data to and from Salesforce. It might be an ETL tool that handles other data transfers or a platform that solely syncs data between Salesforce and other locations.
The great thing about Salesforce uploaders is these tools automate the data transformation process, so there's little human intervention once everything's up and running. Uploaders also automatically update import/export data in real-time or near-real-time. You don't have to manually process these updates because data transfers run in the background.
You might import files into Salesforce because you want the platform to serve as a single source of truth for all customer-related data in your organization. Instead of using three different CRM systems, for example, it might be easier to view all customer contact information in Salesforce. Or you might have recently invested in Salesforce and now want to migrate data from an older CRM system. An uploader lets you do this.
On the flip side, you have the option to export Salesforce data into another system. For example, you could transfer data from Salesforce to a data warehouse such as Redshift and use that as a single source of truth. You can then add data from other platforms to Redshift and run all that data through a business intelligence (BI) tool. As a result, your team can generate deep analytics and valuable insights about customer service, field service, and other day-to-day responsibilities.
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Which Salesforce Uploader Should You Choose?
Salesforce comes with its own in-built uploader called Data Import Wizard and it's available on all editions of the platform. Data Import Wizard has an easy-to-use UI and it loads accounts, contacts, leads, and other objects pretty seamlessly.
The problem is, the tool only processes 50,000 records at any one time. If that number sounds like a lot, consider this: The average enterprise manages 347.56TB of data. That means many businesses will find Data Import Wizard far too restrictive.
Then there's Data Loader, another Salesforce-owned uploader that handles objects such as accounts, opportunities, and leads. While Data Loader processes more data records — up to five million records at one time — you have to download the tool onto your computer. In a business landscape where employees work remotely worldwide and the cloud offers more security and scalability than on-premise software, Data Loader is just as restrictive as Data Import Wizard.
It's no wonder, then, that so many enterprises invest in third-party tools to handle their data requirements from Salesforce Classic, Lightning, Developer Edition, or other products.
There are various independent Salesforce uploaders on the market, and some are available on AppExchange. Here are some of the most popular:
Not all Salesforce uploaders provide the same value. Some tools are more complicated than others and you'll have to deal with permissions, Salesforce IDs, external IDs, required fields, custom objects, custom fields, date fields, command lines, authentication, field mappings, sandboxes, checkboxes, commas, templates, and more. Other tools require little human intervention, so you don't need to work with a Salesforce admin.
Integrate.io is a no-code ETL tool that supports Salesforce imports and exports. That means you can move Salesforce records to and from the platform, even if you lack programming skills. Integrate.io native connectors integrate data between Salesforce and various disparate sources such as other CRM systems, transactional databases, relational databases, data warehouses, data lakes, and more. Other Integrate.io features include real-time telephone support for all users.
Read more: How to Upload Data to Salesforce
Skyvia is a data loader that lets you import CSV files from an FTP or cloud file storage service — think Dropbox, Box, or Google Drive — or within the platform itself. With a simple interface, dropdown menus, and no coding requirements, Skyvia is a powerful uploader for Salesforce objects. However, one customer says Skyvia doesn't offer real-time support; another thinks the synchronization process can take a long time.
XL-Connector lets you import data from Microsoft Excel into Salesforce and vice-versa so you can manage contacts, leads, and other data objects. It's also free, which is a bonus. However, many data-driven companies have moved on from Excel and require a data loader with far more functionality.
Developed by Mulesoft, Dataloader.io is a popular Salesforce uploader that helps you move data from one location to the next. Features include task scheduling and the ability to manage files on local or remote servers via Dropbox and FTP. Like XL-Connector, it's also free. However, Dataloader.io only imports and extracts 100,000 data records to and from Salesforce every month, making it useless for teams that handle large data loads.
How Integrate.io Helps
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Integrate.io treats Salesforce as a data source and destination, facilitating data transfers between the platform and over 100 locations with no code required. For example, you can transfer contact lists from another CRM system after capturing that data at a trade show. Or you can move Stripe data to Salesforce and merge customer relations and payment processing workflows.
The options are almost limitless.
Integrate.io imports and exports Salesforce data via a process called Extract, Transform and Load. Here's how it works when importing data into Salesforce:
- Integrate.io extracts data (via a bulk API) from its source, whether that's a relational database or another CRM.
- Integrate.io transforms that data into the correct format for Salesforce without degrading or destroying it.
- Integrate.io loads the data to Salesforce.
The above method typically requires no code — or, at the least, very little code — so anyone can upload data into Salesforce. And the process can take as little as a few minutes.
Other Integrate.io features include:
- Excellent customer service, including email and real-time telephone support for all users. You get Salesforce help when you need it in all time zones.
- A powerful REST API.
- A drag-and-drop point-and-click interface.
- A simple pricing structure. Users pay for the number of connectors they require and not the data they use.
- Notifications about data integration jobs.
- Troubleshooting guides and tutorials.
- Integrations for other data types and sources, helping you improve data management in your organization.
Integrate.io is the Salesforce.com uploader that requires no code, letting you transfer data in mere minutes. Learn more about how its native Salesforce connector benefits your business when you schedule a seven-day demo.