Hi,
Is it possible to import some pdf document like quotation, billing... ?
For now we use ftp and salesforce
The idea it's to add copy on emails with quotation or billing... to save this on ftp or cloud and after import on salesforce link we the name of the pdf = id of quotation or billing... already on salesforce
Hello Laurent,
Thank you for submitting a ticket with us.
You can import zipped PDF files to Salesforce Attachment as a binary data. Please check this tutorial.
Should you have any questions, do not hesitate to contact us back.
Hi,
Sorry it's not clear for me
So to import quotation pdf, billing... we need to have csv with all ID quotation.. and name of pdf right in a zip file with all pdf ?
Dear Laurent,
Thank you for getting back to us.
It's not necessary to import all PDF in one package. You can divide the job and import one by one or by some batch.
If you wish to import all data at once, then a CSV file should have all IDs and a ZIP file all binaries, however, Salesforce API restricts binary files to a maximum size of 25 MB.
Should you have any questions, do not hesitate to contact us back.
