Automating Import/Export

Before you start automation, you need to decide on your file naming convention for import files. Salesforce recommends that you use a regular expression to name your import files and include a date signifier. This makes it easier to identify if the correct files were transferred to the instance and to archive files.

You must decide how you want to archive your files and the naming convention for archived files.

To Create an Automatic Import Feed

  1. Configure your backend system to produce XML files required by the feed schema.
  2. Create a new cartridge for your import export code.
  3. Create a new pipeline for the import job.
  4. Create a job and associate it with the pipeline. Jobs are scheduled and managed through the Business Manager in the Administration > Operations > Job Schedules module.
  5. Create a user with the privileges to execute the job.
  6. Use data replication if necessary to transfer the information from the staging instance to the production instance.

To Create an Export Feed

  1. Create a custom pipeline. The pipeline can use the export pipelets to export files with the Salesforce B2C Commerce schema file definitions or scripts to create custom export files.
  2. Create a job to run the pipeline.
  3. You might want to create a job on your backend system that automatically produces the import file. Jobs are scheduled and managed through the Business Manager in the Administration > Operations > Job Schedules module.
  4. Create your export file.
  5. Run the job.
Note: Every date export uses GMT-00 as the time zone.

Export Customization

When the storefront is live, exporting data is just as important as importing, because you want to synchronize between the merchant's database and the B2C Commerce system.

To export a file, you have two options: