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I need need help resolving an ongoing issue importing data into Salesforce.com. Currently, we use an old database (BackOffice) to record financial transactions. There is no API for "BackOffice" or easy way to sync the data. I've asked our implementation partner how, on a weekly basis, I can export data from BackOffice and import it into Salesforce.com.
It's easy to export and each transaction has a unique ID. That said, there seems to be some problem. It's described below. I'm looking to talk with someone who can help me resolve the problem.
The import process into Salesforce from the Back Office import requires the following steps:
A listing of all the contacts will be needed each time and upserted into Salesforce keyed off of recid using a tool such as jitterbit or the Salesforce data loader. If the recid is already in salesforece, then it will update the record with new information, otherwise, it will insert the record into Salesforce, automatically creating an ...
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