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.