PDF import

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  • Last Post 4 weeks ago
0
votes
Laurent Michel posted this 5 weeks ago

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

 

 

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votes
Dmitriy Muzurov posted this 5 weeks ago

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.

0
votes
Laurent Michel posted this 4 weeks ago

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 ? 

 

0
votes
Dmitriy Muzurov posted this 4 weeks ago

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.

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