How to Import CSV with Header using V3 Agent File Adapter in the protocol: SFTP?

Introduction:

This tutorial explains how to import CSV with header files using the Agent File in the SFTP protocol of the inbound Adapter of our new agent application. The Agent File Adapter provides a streamlined process for seamlessly integrating CSV data into our platform. This functionality is available using the V3 Interface API Version.

Pre-require:

Agent File Type of Connection Destination. If you do not know how to create Agent File type of Connection Destination, please follow this document below:

OAuth2 Username-Password Authentication: #article/1-how-to-connect-a-new-agent-to-the-agent-control-board-using-oauth2-username-password-authentication

OAuth2 Client-Credential Authentication: (link not available))

Create an Inbound Agent File Adapter for CSV format with a header

Fill in all required field

Enter Name: Any Name

Select Type: Agent File
Select Status: Active (in version 2.51.2 up) Inactive (2.51.1 down)
Select Direction: Inbound
Select Protocol: SFTP
Host: Public IP Address
Select Authentication: Username_Password
Enter Host: SFTP Host
Enter Username: SFTP Username
Enter Password: SFTP Password
Select Port: SFTP Server Port
Select Content Format: SKYVVA Message
Select File Type: CSV
Enter Folder: (Your SFTP Folder Name) ex: /DahuySFTP/Account/CSV
Enter File Name: (Your File Name)
What to do with the file after Processing?: Delete File
Connection Destination: Your destination name
Select Separator: “,”
Select Source encoding: UTF-8
Select What to do with the file after Processing?: Delete File
Select the Connection Destination: Choose the destination name that you created earlier.

Create Meta Data Provider, IStructure Repository, and Message Type.

Here is the sample for the CSV data file

Create Meta Data Provider and IStructure Repository
Import CSV File to Create Message Type and Message Type field entry

Go to your IStructure Repository

Click on the Import Metadata Button

Chose a file Type: CSV

Choose CSV Separator: ','
Click Next Button

Click the Upload Files Button

Select Your File to Upload
Click Open Button

Root MessageType Name: Any Name
Select Data Structure: Flat cause we do only a level

You will get message type and message type field entry based on your header CSV File

Create Inbound Interface

Give Interface Name

Status: Deployed
Operation Type: Upsert. Note you can use any operation based on your purpose
Interface API Version: V3
Interface Direction: Inbound
Select Source Name: Account
Select MetaData Provider: select your MetaData Provider that has been created above
Select Repository: select your Repository that has been created above
Select Source/Target Message Type: choose your Message Type that has been created above

Do Mapping

The file is located at the following path on the SFTP server:

Manual Processing on the Agent Control Board:

Note: Before performing the Manual Process, ensure your cache is synchronized into the Postgres Database.

Navigate to the Interface Tab on the Agent Control Board
Select the Interface you want to process
Click the Manual Process Button
Select the "Read files from local or FTP/FTPs and push to salesforce" option
Click Push Button

After clicking the Push button, you will see an alert on the screen, as shown in the screenshot below. This alert indicates that you should check the message on the message monitor.

As a result, you now have the completed message, and all accounts have been created. The CSV file will be deleted on the SFTP server by selecting "Delete File" on the " What to do with the file after Processing?" option

Summarize

This document covers the process of importing a CSV file using the Agent File Adapter and the SFTP (Secure File Transfer Protocol). After completing the steps outlined, you will be able to successfully import a CSV file that contains a header row. The Agent File Adapter provides the functionality to connect to an SFTP server and bring in the CSV data into Salesforce. This is done using the V3 Interface API Version.