Import from Salesforce

This page demonstrates the process of importing data from Salesforce objects into a graph in Ultipa.

The following steps are demonstrated using PowerShell (Windows).

Generate the Configuration File

Open the terminal program and navigate to the folder containing ultipa-importer. Then, run the following command and select salesforce to generate a sample configuration file for Salesforce:

./ultipa-importer --sample

A file named import.sample.salesforce.yml will be generated in the same directory as ultipa-importer. If the file already exists, it will be overwritten.

Modify the Configuration File

Customize the import.sample.salesforce.yml configuration file based on your specific requirements. It includes the following sections:

• mode: Set to salesforce.
• salesforce: Configure your Salesforce instance details and access token.
• server: Provide your Ultipa server details and specify the target graph (new or existing) for data import.
• nodeConfig: Define node schemas, where each schema corresponds to a query result. Columns in the query results are mapped to node properties.
• edgeConfig: Define edge schemas, where each schema corresponds to a query result. Columns in the query results are mapped to edge properties.
• settings: Set global import preferences and parameters.

# Mode options: csv/json/jsonl/rdf/graphml/bigQuery/sql/kafka/neo4j/salesforce
mode: salesforce

# Salesforce access configurations
salesforce:
  # The Salesforce instance URL for API access
  url: "https://xxx.salesforce.com"
  username: "username"
  password: "password"
  # The security token required for API authentication
  token: "xxxxxx"

# Ultipa server configurations
server:
  # Host IP/URI and port; if it's a cluster, separate multiple hosts with commas
  host: "10.11.22.33:1234"
  username: "admin"
  password: "admin12345"
  # The new or existing graph for data import
  graphset: "myGraph"
  # If the above graph is new, specify the shards where the graph will be stored
  shards: "1,2,3"
  # If the above graph is new, specify the partition function (Crc32/Crc64WE/Crc64XZ/CityHash64) used for sharding
  partitionBy: "Crc32"
  # Path of the certificate file for TLS encryption
  crt: ""

# Node configurations
nodeConfig:
    # Specify the schema
  - schema: "Customer"
    # The SQL query to retrieve data from an object in Salesforce
    sql: "SELECT cust_no, name, level FROM customer"
    # properties: Map SQL query results to properties; if unset, all columns will be automatically mapped
    ## name: A column name in the SQL query results
    ## new_name: The property name; it defaults to the name above; if the type is _id/_from/_to, the property name is automatically set to _id/_from/_to
    ## type: The property value type; set to _id, _from, _to, or other supported value types like int64, float, string, etc; set to _ignore to skip importing the column
    ## prefix: Add a prefix to the values of a property; only apply to _id, _from, and _to; if a prefix is added to an _id, the same prefix must be applied to the corresponding _from and _to
    properties:
      - name: cust_no
        type: _id
        prefix:
      - name: name
        new_name:
        type: string
      - name: level
        new_name:
        type: int32
  - schema: "Merchant"
    sql: "SELECT merch_no, name, type FROM merchant"
    properties:
      - name: merch_no
        type: _id
        prefix:
      - name: name
        new_name:
        type: string
      - name: type
        new_name:
        type: string

# Edge configurations
edgeConfig:
  - schema: "Transfers"
    sql: "SELECT trans_no, cust_no, merch_no, time FROM transaction"
    # _from and _to types are necessary for edges
    properties:
      - name: trans_no
        new_name:
        type: string
      - name: cust_no
        type: _from
        prefix:
      - name: merch_no
        type: _to
        prefix:
      - name: time
        new_name:
        type: datetime

# Global settings        
settings:
  # Path of the log file
  logPath: "./logs"
  # Number of rows included in each insertion batch
  batchSize: 10000
  # Import mode: insert/overwrite/upsert
  importMode: insert
  # Stops the importing process when error occurs
  stopWhenError: false
  # Set to true to automatically create new graph, schemas and properties
  yes: true
  # The maximum threads
  threads: 32
  # The maximum size (in MB) of each packet
  maxPacketSize: 40
  # Timezone for the timestamp values
  # timeZone: "+0200"
  # Timestamp value unit, support ms/s
  timestampUnit: s

Execute Import

Execute the import by specifying the configuration file using the --config flag:

./ultipa-importer --config import.sample.salesforce.yml