Creating a FileIo Data Synchronization Task

Using FileIo as Source

1. Click Task Wizards > Data Synchronization.
The Data Synchronization Task Wizard appears.
2. Click New to create a Data Synchronization task.
The Definition tab appears.
3. Specify the Task Name, provide a Description and select Insert as the Task Operation.
4. Click Next.
The Source tab appears.

5. In the Source tab, select FileIo as the Connection and read as the Source Object.
6. Click Next.
7. In the Target tab, select Connection Salesforce and Target Object Attachment.

8. Click Next.
9. In Data Filters tab by default, Process all rows is selected by default. See Using FileIo as Target.
10. Click Next.
11. In the Field Mapping tab, map source fields to target fields accordingly.

12. Click Next.
The Schedule tab appears.
13. In Schedule tab, you can schedule the task as per the requirement, and save.
14. If you do not want schedule the task, click Save and Run the task.

After you run the task, the Monitor Log page appears where you can monitor the status of Data Synchronization tasks.

Using FileIo as Target

1. In the Definitiontab, mention the generic details of the task.
2. In the Source tab, select Salesforce as the Connection and Attachment as the Source Object.
3. In the Target tab, select Connection FileIo and Write as the Target object.
4. In the Data Filters tab, Process all rows is selected by default. See Data Filters.
5. In the Field Mapping tab, map source fields to target fields accordingly.

• •File Directory Field: By default, the file will be written to the directory that is selected as the target object. If you wish to overwrite the default target directory, map a valid directory to the FileDirectory field.
• •FileCheckSum Field: If you wish, map the MD5 checksum of the file you want to write. This field will help to verify whether the content of the file is not modified.