Importing files from FTP/SFTP

You can use your FTP server as a source for you CSV files. All you have to do is select the FTP tab on the source file chooser.

Start out by creating a new Import Task as you ordinarily do.

Complete the first step selecting the Salesforce connection as usual, then refer back to this page when you get to the second window, labeled "upload".

1. If you  haven't added an FTP account yet, click on the plus icon on the right

2. Enter your FTP account credentials and Save

3. That's it, select your files!

You can now select files directly from your FTP server instead of uploading them from your local storage.

4. Proceed with the regular Import steps

Move on to the following steps of creating an import task: Mapping your fields and Running the task.

SFTP (which stands for SSH File Transfer Protocol, or Secure File Transfer Protocol) is a separate protocol packaged with SSH that works in a similar way over a secure connection. The advantage is the ability to leverage a secure connection to transfer files through both the local and remote system.

In almost all cases, SFTP is preferable to FTP because of its underlying security features and ability to piggy-back on an SSH connection. FTP is an insecure protocol that should only be used in limited cases or on networks you trust.

Do you need higher security when transfering files to and from SalesForce? Dataloader.io Enterprise Edition allows you to use Secure FTP to encode all of the transfered data.