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In this article, you will learn how to transfer data from a file stored in on an FTP server to Salesforce. The file will follow a CSV format. First, you will see a data map, explaining the relationship between fields in Salesforce and fields in the file stored in on an FTP server. The Then, you will learn about the integration process. At In the end, you will be presented with some additonal additional information.

As we are transferring data from a file stored in an FTP file to Salesforce, we need to find the correspondence between the fields from Salesforce and the fields in our file. The fields from Salesforce are defined by the selected table (for example Accounts). The fields in the file are defined by the user. Bear in mind that it is a good practice to keep the same nomenclature. In the example presented here, we will use data from Salesforce's table Accounts. However, the user many define other cases, such as:

• Salesforce Leads - FTP (CSV file)
• Salesforce Accounts - FTP (CSV file)
• Salesforce Contacts -  FTP (CSV file)
• Salesforce Cases -  FTP (CSV file)
• other cases defined by the user

may define objects:

The figure that appears below shows an example for of the Accounts table from Salesforce. However, be aware that any other table from Salesforce could have been considered.

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In order to transfer data from Saleforce Salesforce to an FTP server (and vice versa), do the take following steps:

1. Go to www.mydbsync.com, click on Customer Login. Enter your Username and Password and click on Development Studio to open the Projectconsole  console.
2. Create a project with a project, process, workflow. Use the names of your choice.
3. Click on Connectors on the left section of Project Console and create a Salesforce and an FTP connector. (Note: Enter the required details in the Salesforce and FTP credentials in the fields and validate the connections). 
4. Click on Project ->Process -> Workflow.
5. From the Workflow section, proceed to the Trigger Section.
   
6. In Triggers the Trigger section, you can use three tabs , - namely, Query Builder, Advanced Query Builder, & Properties. You need to select data-source as FTP. You can make additional changes to the Query by using the Advanced View section of the Advanced Query Builder.
7. In the Rules section, select the target connector as "Salesforce", operation, target object respectively.
8. Click on the Map to see the Mapping screen. You will see the list of Salesforce fields in the left section. On In the right section, in Schema, you will see a list of selected File file columns.
   
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9. Drag & drop the fields from Schema next to the required Salesforce fields. Click on Save and Close once the mapping is completed. Now, click on Save Workflow.
10. Ensure that Workflow status is On.
11. You are now ready to run the sync. Click on the Run Button button on the Top Right top right corner of the page. 
12. After the successful sync, open the log and check if everything is fine. Check if the data has been transferred to Salesforce.

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1. How to conveniently transfer data to and from FTP servers using DBSyn DBSync: this article contains a detailed description on of how to transfer data between Salesforce and a file contained in on an FTP server.