In this example we will extract data to Salesforce.

Define extraction

We define an extraction based on the SAP table KNA1 for general customer information.

sf-settings_create_object_2

The two columns needed for this example are KUNNR and UMSA1. The Where Clause will be used to get only those entries which match our criteria.

Set destination

To use the Salesforce destination we have to set our Salesforce login data.

sf-definition

Define destination settings

These settings are set by default and required for this example.

sf-settings_create_object__0

The Preparation option Create if not exists will only create a new Salesforce object if no object with the same name already exists. With Row processing set to Insert all new entries will be inserted into the specified object and merging won’t be possible.

Run extraction

Click the Run button in the extraction definition window. In the dialog click either Run in xu.exe or Run in Browser.

sf-run_extraction_popup

Refresh the Designer by clicking the Refresh button. Check the execution status and the number of rows that have been extracted.

sf-designer_view

To check the processing status in Salesforce we have to navigate to Setup > Jobs > Bulk Data Load Jobs. Here we can check the status of our extraction job. Make sure the number of records processed matches the number of rows extracted in Xtract Universal.

sf-salesforce_view

The entries in our Sales__c object look as following:

sf-salesforce_entries_view