Data Import Automation is for anyone that is using the Salesforce Data Import Wizard or Data Loader on a regular basis to get the same set of external data uploaded to Salesforce. If you have ever saved a field map file (sdl file) from Data Loader then automation is probably a good option. Common tasks that are ideal for Data Import Automation are donation records coming from periodic financial reports, business cards/contacts from marketing events, external databases not integrated i
git clone https://github.com/501Commons/Salesforce-Importer.gitSalesforce-Importer automates the repetitive task of uploading external data to Salesforce using the Data Loader. It eliminates manual data import wizard steps by automating field mapping and file processing on a scheduled or manual basis. The tool is ideal for organizations that regularly import donation records, event contacts, or data from non-integrated external databases. Setup involves configuring batch files to point to your data source directory and recipient email list, then running the importer manually or scheduling it with Windows Task Scheduler. The importer handles CSV generation, Excel authentication, and error notifications via email.
Install Git, Python 2.7, and Salesforce Data Loader on Windows. Extract the client configuration zip file to C:\repo\Salesforce-Importer-Private and edit the Importer.bat file to set your email list and import directory. Run Importer.bat manually or schedule it with Windows Task Scheduler.
Automating periodic donation record imports from financial reports
Scheduling regular contact uploads from marketing event data
Importing data from external databases not yet integrated with Salesforce
Running batch imports from shared storage locations like Dropbox or OneDrive
No install command available. Check the GitHub repository for manual installation instructions.
git clone https://github.com/501Commons/Salesforce-ImporterCopy the install command above and run it in your terminal.
Launch Claude Code, Cursor, or your preferred AI coding agent.
Use the prompt template or examples below to test the skill.
Adapt the skill to your specific use case and workflow.
I need to automate importing [DATA_TYPE] from [SOURCE_SYSTEM] into Salesforce using Data Import Automation. Here's the field mapping I've used before: [FIELD_MAPPING]. Can you generate a script to automate this process on a [FREQUENCY] basis?
## Salesforce Data Import Automation Script
```python
# Import required libraries
import csv
import requests
from simple_salesforce import Salesforce
# Salesforce authentication
sf = Salesforce(username='your_username', password='your_password', security_token='your_token')
# Define the source file path
source_file = 'path/to/your/donation_records.csv'
# Read the source file
with open(source_file, 'r') as file:
reader = csv.DictReader(file)
for row in reader:
# Map fields from source to Salesforce
donation_record = {
'Name': row['Donation_ID'],
'Amount': row['Amount'],
'Donor_Name': row['Donor_Name'],
'Donation_Date': row['Donation_Date'],
'Campaign': row['Campaign']
}
# Upsert the record to Salesforce
sf.Donation__c.upsert(donation_record, 'Name')
print('Donation records imported successfully!')
```
## How to Use This Script
1. Install the required libraries: `pip install simple-salesforce`
2. Replace the placeholder values with your actual Salesforce credentials and file path
3. Customize the field mapping according to your source data structure
4. Schedule this script to run automatically using a task scheduler like cron (Linux) or Task Scheduler (Windows)Take a free 3-minute scan and get personalized AI skill recommendations.
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