In this scenario, the Account ID values from an Excel file are inserted into the Salesforce Contact object based on the matching of the LastName and Name fields.
Create a new Job and add a tFileInputExcel component, a tSalesforceInput component, a tMap component and a tSalesforceOutput component by typing their names on the design workspace or dropping them from the Palette.
Link the tFileInputExcel component to the tMap component using a Row > Main connection.
Link the tSalesforceInput component to the tMap component using a Row > Main connection. The connection is automatically changed to a Lookup flow.
Link the tMap component to the tSalesforceOutput component using a Row > *New Output* (Main) connection. In the pop-up dialog box, enter the name of the output connection. In this example, it is out.
Configuring the source Excel input
Double-click the tFileInputExcel component to open its Basic settings view.
In the File name/Stream field, browse to or enter the path to the Excel file that contains the Account ID data to be inserted. In this example, it is D:/AccountIdInput.xls. And the content of the file is as follows:
Select the All sheets check box to retrieve the data of the entire Excel file.
In the Header field, enter 1 to skip one row in the beginning of the file.
Click the [...] button next to Edit schema and in the pop-up schema dialog box, define the schema by adding three columns AccountId, LastName and Name of String type.
Click OK to save the settings and close the dialog box.
Configuring the destination object and the desired operation
Double-click the tSalesforceOutput component to open its Basic settings view.
In the User Id, Password and Security Key fields, enter the user authentication information required to access Salesforce.
Click the [...] button next to the Module Name field and in the pop-up dialog box, select the object you want to access. In this example, it is Contact.