SaaS Magic – From Box to Salesforce in 60 seconds

November 26 2013

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Importing records to your Salesforce account from Box is now easier than ever. No installation needed, all you need are your Box and Salesforce credentials and a CSV file with the records you want to send to Salesforce.

Let”s go through the steps to do it:

1 –  Log in into your Box account

2 – On the top menu you can find a cloud icon, the Apps section. (This is the only time you will need to add an application, after is added you can just skip to step 6).

3 –  In the Search Applications box search for “dataloader.io“. Dataloader.io is a cloud-based application that let’s you import, export and delete a small or big amount of records from Salesforce. For more information about Dataloader.io go to dataloader.io

4 –  Click on the app and click the Add button.

5 – Once successfully added, go back to your files.

6 –  You need to have a CSV file with the information you want to insert in Salesforce. Mouse over this file and click on the “More options” button on the right.

7 –  Go to “More actions” and click the “Send to Salesforce” option.

8 – You will be asked to be OK with opening your file with Dataloader.io, just click “Okay”.

9 – A pop-up window will appear and here is where you need to put your Salesforce credentials.

10 – From here you just have to follow the steps: select the Salesforce object you want to insert, do the mapping, and on the last step just hit “Save & Run”. This will create a task that will insert your records into your account. You can check the progress and will get a result file when it’s done.

That’s it. From now on you can just insert records into Salesforce from Box easily. To discover more about what you can do with your Salesforce data check out the documentation


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One Response to “SaaS Magic – From Box to Salesforce in 60 seconds”

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