Scenario 3: Inserting AccountIDs from an Excel File to the Contact Module - 6.1

Talend Components Reference Guide

EnrichVersion
6.1
EnrichProdName
Talend Big Data
Talend Big Data Platform
Talend Data Fabric
Talend Data Integration
Talend Data Management Platform
Talend Data Services Platform
Talend ESB
Talend MDM Platform
Talend Open Studio for Big Data
Talend Open Studio for Data Integration
Talend Open Studio for Data Quality
Talend Open Studio for ESB
Talend Open Studio for MDM
Talend Real-Time Big Data Platform
task
Data Governance
Data Quality and Preparation
Design and Development
EnrichPlatform
Talend Studio

In this scenario, the AccountIDs from an excel file are inserted to the Contact module at the www.salesforce.com based on the matching of LastName and Name fields.

Dragging and dropping components

  1. Drag and drop the following components from the Palette onto the workspace: tFileInputExcel, tSalesforceIntput, tMap and tSalesforceOutput.

  2. Rename tFileInputExcel as excel_source, tSalesforceIntput as load_salesforce_data, tMap as match_and_output and tSalesforceOutput as insert_to_contact_module.

  3. Link the components using a Row > Main connection.

Configuring the components

Configuring the source excel input

  1. Double-click excel_source to open its Basic settings view in the Component tab.

  2. Click the [...] button next to the File name/Stream field to select the source file.

    The content looks like:

  3. Select the All sheets check box to retrieve the data of the entire excel file.

  4. Enter 1 in the Header field as the first line lists the column names.

  5. Click the [...] button next to the Edit schema field to open the schema editor.

  6. Click the [+] button to add three columns, AccountId, LastName and Name.

  7. Click OK to close the editor. Keep other default settings as they are.

Configuring the destination module and the desired operation

  1. Double-click insert_to_contact_module to open its Basic settings view in the Component tab.

  2. In the Username and Password fields, enter your authentication credentials.

  3. Select insert in the Action list and Contact in the Module list.

  4. Click the [...] button next to Edit schema to open the schema editor.

  5. Click to copy all the columns from the output table to the input table.

  6. Click OK to close the editor.

Configuring the lookup source and establishing the mapping relations

  1. Double-click load_salesforce_data to open its Basic settings view in the Component tab.

  2. In the Username and Password fields, enter your authentication credentials.

  3. In the Module list, select the Contact module to retrieve data.

  4. Clear the Query Condition field.

  5. Double-click match_and_output to open its map editor.

  6. Select fields LastName and Name from the table row1 and drop them next to their counterparts in the table row2. This way, data from the excel file will be checked against their counterparts in the Contact module.

  7. Select fields LastName and AccountID from the table row1 and drop them next to their counterparts in the table id. This way, qualified data from the excel file will be passed to their counterpart fields in the id table.

  8. Click OK to close the map editor.

Executing the Job

  1. Press Ctrl+S to save your Job.

  2. Press F6 to run the Job.