JitterBIT!!! Jitterbit is a free tool available on the AppExchange that allows you to automate the import and export of data to and from Salesforce. There are so many ways in which this tool can be used, but let’s take a look at a couple of common use cases.
Export data from a Salesforce org:
- Launch Jitterbit,
- Double click New Query listed in the Queries dropdown from the Project Explorer pane.
- A wizard screen will appear on the right hand side, select a Salesforce Org or create a new one, click Next. (I recommend using the sandbox or a developer org, while getting to know the tool.)
- Select the Account object from the list of Salesforce Objects, click Next.
- Select the the checkbox next to the Id and Name fields on the left hand side, then add a condition that matches one of your Accounts in your org(my org has an Account with the Name “Guppies”), click Add Condition and click Next.
- Enter the location where your file should be saved, click Next.
- Leave the defaults set for the File Format and click Next.
- The last screen allows you to schedule this Query on a regular basis, leave the default of None and click Finish.
- Now click Run Query to export your data.
- Navigate to the folder where the data was saved and review your .csv file that should have the Accounts that match your condition above.
Import data from an external data source:
- Make an adjustment to the Name in your .csv file from the Query result above and Save.
- Double click New Update listed in the Updates dropdown from the Project Explorer pane.
- Select the Salesforce Org you created in the example above and click Next.
- Select the Account object and click Next.
- Select the file generated from the example above, click Next.
- Confirm the selected file and click Continue.
- Leave the defaults for the File Format and click Next.
- Leave the default None on the Schedule screen and click Map and Finish.
- Click Auto Map then Finish.
- Click Run Update and login to your Salesforce Org to confirm the change made in Step 1.
The above examples used a local file, but with this tool you could also use other sources like databases using ODBC/JDBC, Fileshare files and files on FTP sites. There is a ton more you can accomplish with Jitterbit, so play around and have fun!