從CSV文件讀取數據並將其插入Salesforce

Question

我正在嘗試從csv文件讀取數據，然后使用Python將數據插入/向上插入（取決於UniqueId的存在）。

我知道我必須使用迭代器從cvs文件中讀取數據，然后將其放入List中，但是我不確定如何從該List中獲取數據並將數據插入（插入或向上插入）Salesforce中。

每個csv文件包含兩個字段（UniqueId，選擇）。

我使用enumerate嗎？

這是我到目前為止（正在執行操作的地方）：

如何將數據提取到Salesforce中？

InFiles = glob.glob(inputFolderName + '/SurveySelection*.csv')

InFileslist = []       ##List to put file name
for InFile in InFiles:
    thenStamp = os.path.getmtime(InFile)

    if (thenStamp >= unix_time(dt1)) and (thenStamp >= unix_time(dt2)):
       InFileslist.append(InFile)  ## Expression to append files in certain time range

for filename in InFileslist:
    file = open(filename, 'r')
    lines = file.readlines()

Answer 1

不太清楚您的要求是什么，但是如果不集成兩個系統，為什么不直接使用由Salesforce提供的工具（如數據導入向導或Salesforce DataLoader）直接導入數據呢？ 如果要集成系統，則應考慮使用Salesforce REST API或使用Salesforce python sdk

pip安裝salesforce-python-sdk

Answer 2

您目前處於大約8個月前的位置。 我已成功將MySQL數據庫集成到Salesforce中。 基本上，客戶會在我們的網站上注冊產品，然后我用python從數據庫中提取數據，將其全部格式化為xlsx文件，然后使用效果很好的simple-salesforce軟件包將該數據發送到salesforce。 以下是一個代碼片段，可以幫助您入門。 如果您有任何疑問，請告訴我。

import os
import sys
import xlrd
import xlwt
import time
import base64
import smtplib
import MySQLdb
import logging
import datetime
import collections
from xlrd.sheet import ctype_text
from collections import OrderedDict
from simple_salesforce import SFType
from simple_salesforce import Salesforce
from xlsxwriter.workbook import Workbook
from MySQLdb import OperationalError
from mysql.connector import MySQLConnection, Error

logger = logging.getLogger('view_rows')
hdlr = logging.FileHandler('C:\Users\Chris\Documents\Email Logs\myapp.log')
formatter = logging.Formatter('%(asctime)s %(levelname)s %(message)s')
hdlr.setFormatter(formatter)
logger.addHandler(hdlr) 
logger.setLevel(logging.WARNING)
# MySQL Database Credentials
ur = 'user_name' # your username
pd = 'my_password' # your password
ht = 'localhost' # your host
pt = 3306
db = 'my_database' # database where your table is stored
con = MySQLdb.connect(user=ur, passwd=pd, host=ht, port=pt, db=db)
cursor = con.cursor()
con.autocommit(True)
# Salesforce Credentials
sf = Salesforce(username='my_Salesforce_Email@mail.com', password='my_SF_password', security_token='my_Generated_token_from_Salesforce', client_id='This does not really matter')
orderedDict = collections.OrderedDict()
# Gets the new customers that have created an account on the Warranty Portal
def GetNewContact():
        # Creates a xlsx file
    workbook = Workbook('outfile.xlsx')
    sheet = workbook.add_worksheet("Warranty Info")
    query = "SELECT RC.cus_id, RC.cus_username, RC.cus_subsc FROM my_database.rma_customer RC INNER JOIN my_database.rma_customer_address CA ON RC.cus_id=CA.cus_id WHERE CA.cus_address_type=0 AND CA.cus_updated=1"
    query0 = "SELECT RCD.cus_firstname, RCD.cus_lastname, RCD.cus_cell_phone FROM my_database.rma_customer_details RCD INNER JOIN my_database.rma_customer_address CA ON RCD.cus_id=CA.cus_id WHERE CA.cus_address_type=0 AND CA.cus_updated=1"
    query1 = "SELECT CA.cus_address_1, CA.cus_address_2, CA.cus_city, CA.cus_postcode FROM my_database.rma_customer_address CA LEFT JOIN my_database.rma_customer RC ON CA.cus_id=RC.cus_id WHERE CA.cus_address_type=0 AND CA.cus_updated=1"
    cursor.execute(query)
    headers = ['ID', 'Email', 'Newsletter', 'FirstName', 'LastName', 'Phone', 'Street', 'APT', 'City', 'Postal']
    for i, header in enumerate(headers):
        sheet.write(0, i, header)
    for r, row in enumerate(cursor.fetchall()):
        r = r + 1
        for c, col in enumerate(row):
            sheet.write(r, c, col)              
    cursor.execute(query0)  
    for r, row in enumerate(cursor.fetchall()):
        r = r + 1
        for c, col in enumerate(row):
            sheet.write(r, c+3, col)        
    cursor.execute(query1)  
    for r, row in enumerate(cursor.fetchall()):
        r = r + 1
        for c, col in enumerate(row):
            sheet.write(r, c+6, col)
     #Updates the database after it has grabbed the needed info to create a contact in salesforce so that it does not get that same data again
    workbook.close()
def CreateContact():
    # Knows what file to look into for the information to create a contact
    path = 'outfile.xlsx'
    workbook = xlrd.open_workbook(path, on_demand = True)
    sheet = workbook.sheet_by_index(0)
    for rowx in xrange(1, sheet.nrows):
        try:
            Id = sheet.row_values(rowx, start_colx=0, end_colx=None)[0]
            Email1 = sheet.row_values(rowx, start_colx=1, end_colx=None)[0]
            Newsletter = sheet.row_values(rowx, start_colx=2, end_colx=None)[0]
            First = sheet.row_values(rowx, start_colx=3, end_colx=None)[0]
            Last = sheet.row_values(rowx, start_colx=4, end_colx=None)[0]
            Phone = sheet.row_values(rowx, start_colx=5, end_colx=None)[0]
            Street = sheet.row_values(rowx, start_colx=6, end_colx=None)[0]
            Apt = sheet.row_values(rowx, start_colx=7, end_colx=None)[0]
            City = sheet.row_values(rowx, start_colx=8, end_colx=None)[0]
            Postal = sheet.row_values(rowx, start_colx=9, end_colx=None)[0]
            d = sf.query("SELECT Id FROM Contact WHERE Phone ='%s' OR Email='%s'" % (Phone, Email1))
            # d = returns more than just a case number so data = will specifically only get the case number 
            data = [e["Id"] for e in d["records"]]
            sf.Contact.update(data[0],{'OwnerId' : "005U0000005jwPH", 'Phone' : Phone, 'Email' : Email1, 'Newsletter__c' : Newsletter, 'MailingStreet' : Street+" "+Apt, 'MailingCity' : City, 'MailingPostalCode' : Postal, 'AccountId' : "001U000001ZEB89"})
            cursor.execute("UPDATE rma_customer AS RC INNER JOIN rma_customer_address CA ON RC.cus_id = CA.cus_id SET RC.SF_created=1 WHERE RC.cus_id='%s'" % Id)   
            cursor.execute("UPDATE rma_customer_address AS CA INNER JOIN rma_customer RC ON CA.cus_id = RC.cus_id  SET CA.SF_created=1 WHERE CA.cus_id='%s'" % Id)
            cursor.execute("UPDATE rma_customer_address AS CA INNER JOIN rma_customer RC ON CA.cus_id = RC.cus_id SET CA.cus_updated=0 WHERE CA.cus_id='%s'" % Id)
            cursor.execute("UPDATE rma_customer_details AS RCD INNER JOIN rma_customer RC ON RCD.cus_id = RC.cus_id SET RCD.SF_created=1 WHERE RCD.cus_id='%s'" % Id)
        # If Contact exists, skips and goes to next customer in excel sheet.
        except Exception, e:
            #print "Exception %s"%str(e)
            Id = sheet.row_values(rowx, start_colx=0, end_colx=None)[0]
            Email1 = sheet.row_values(rowx, start_colx=1, end_colx=None)[0]
            Newsletter = sheet.row_values(rowx, start_colx=2, end_colx=None)[0]
            First = sheet.row_values(rowx, start_colx=3, end_colx=None)[0]
            Last = sheet.row_values(rowx, start_colx=4, end_colx=None)[0]
            Phone = sheet.row_values(rowx, start_colx=5, end_colx=None)[0]
            Street = sheet.row_values(rowx, start_colx=6, end_colx=None)[0]
            Apt = sheet.row_values(rowx, start_colx=7, end_colx=None)[0]
            City = sheet.row_values(rowx, start_colx=8, end_colx=None)[0]
            Postal = sheet.row_values(rowx, start_colx=9, end_colx=None)[0]
            logger.error("Unable to Create Contact: "+Email1+" "+Phone)
            logger.error(e)
            sf.Contact.create({'FirstName' : First, 'LastName' : Last, 'Newsletter__c' : Newsletter, 'Email' : Email1, 'Phone' : Phone, 'MailingStreet' : Street+" "+Apt, 'MailingCity' : City, 'MailingPostalCode' : Postal, 'AccountId' : "001U000001ZEB89"})
            #print "Contact Not Found. Created New Contact!"
            cursor.execute("UPDATE rma_customer AS RC INNER JOIN rma_customer_address CA ON RC.cus_id = CA.cus_id SET RC.SF_created=1 WHERE RC.cus_id='%s'" % Id)   
            cursor.execute("UPDATE rma_customer_address AS CA INNER JOIN rma_customer RC ON CA.cus_id = RC.cus_id  SET CA.SF_created=1 WHERE CA.cus_id='%s'" % Id)
            cursor.execute("UPDATE rma_customer_address AS CA INNER JOIN rma_customer RC ON CA.cus_id = RC.cus_id SET CA.cus_updated=0 WHERE CA.cus_id='%s'" % Id)
            cursor.execute("UPDATE rma_customer_details AS RCD INNER JOIN rma_customer RC ON RCD.cus_id = RC.cus_id SET RCD.SF_created=1 WHERE RCD.cus_id='%s'" % Id)
            #time.sleep(10)
        # Sleep for 30 seconds to allow Salesforce to catch up before creating the cases to ensure they are correctly associated
    workbook.release_resources()
    time.sleep(5)

GetNewContact()
CreateContact()