|Overview||- Professional edition and up (Will need to remove Bulk API for Professional)
- Doesn’t count towards object / tab limits
- Lightning Ready (N/A)
|Highlights||- Free options available
- Simple tool for integrating systems (no coding knowledge needed)
- Supports a large array of different platforms
- 100,000 Record cap with the free version
|Notes||- Keep conscious of limits with the free version and make sure you review your expected data volumes
- Recommend late night reading on integration best practices (add Salesforce duplication rules where possible)
- Synchronising data occurs on a scheduling basis or as a run now execution
- Involves data manipulation – trial it on a full / partial copy sandbox first if possible
- Explore setting up Duplicate rules if your org doesn’t have these
Do you have data and need a tool that can get it into Salesforce, but not sure where to start? Or perhaps you need to get your data out of Salesforce in some shape or form? Skyvia could be exactly what you’re looking for as it doesn’t just make setting up an integration between systems a piece of cake, but provides all sorts of goodies for handling data.
Skyvia is a platform outside of Salesforce that provides a toolkit not only for uploading or integrating data into Salesforce, but many other popular databases. Skyvia was produced by Devart, who are experts when it comes to anything data related, being founded in 1997, and boasting over 40,000 customers!
Devart offers a massive store of products and services, so I’d recommend checking out their website for more information (there’s also a neat timeline widget that visualises their history).
Skyvia offers 4 core database toolkits split into the categories, Data Integration, Backup/Restore, Query, and Connect.
Their integration toolkit, offers the abiltiy to import or export data, replicate data in a relational database, integrate two systems, or even select a prebuilt system-system template.
The data importing capabilities (Insert, Upsert, Update, Delete) alone have made it one of my favourite platforms for uploading Salesforce records.
You have the option to schedule the import, validate the data, sequence multiple CSV files, and have thorough control over the entire uploading experience.
Experiencing a tricky CSV file to upload? You also have the option to customise how the importing tool will process CSV file you intend to import.
There’s also powerful flexibility with the field mapping options, allowing for field auto-detection, enhanced lookup mapping (when dealing with pesky cross objects!), pre-defining constants (setting specific values), and even an expression editor similar to the formula building features in Salesforce!
And the crème de la crème, the limit for the free version for importing records into the system from CSV files is 100,000 records! That’s astonishing in comparison to some of the other cloud based importing tools.
The exact same functions apply with the exporting process, so you can end up with a CSV file, that’s more tailorable based on the data you require.
For syncing data (either using replicate database or synchronisation), there’s the option to currently integrate your org with the following platforms (and more on the horizon):
Salesforce (yes even another Salesforce Org!), GoogleApps (beta), Hubspot (beta), Magento, Mailchimp, Marketo, Netsuite, SQL Server and more!
Synching data follows the same sequencing and scheduling options as per the data uploading tool, allowing you to send data to the system and specify time restrictions.
The sync is also very intuitive to setup and in the same format as per any typical data upload mapping.
The setup even allows for mixing and matching of different objects in Salesforce, so Contacts could be created as such in one org, and classified as Leads in another!
As mentioned, there’s also various pre-built templates which you can select utilise at any point for data mapping that’s based on popular use cases.
Similar to the exporting functionality, you’re also able to backup your data at a specific schedule, but instead have this hosted inside Skyvia’s database.
Not only will this host your data, but it allows for searching capabilities if you need to sift through the data at any point.
Outside of moving data around, there is additional tools for finding data.
Skyvia’s query toolkit allows you to find data and create queries simply using a drag and drop environment.
For those familiar with SQL, you’re able to use the query builder to run SQL statements which don’t just need to return data as they can be used to alter records in Salesforce.
These can be saved, added to a specific folder, or alternatively you can explore query examples (definitely useful if you’re a bit rusty with the language).
The last feature of Skyvia, is the Connect capabilities or OData endpoint generator. If you’re unsure what an endpoint is, feel free to skip this section as it may be confusing, but it’s essentially the means of creating a gateway across systems for sending and receiving data.
This endpoint can be configured to require specific username and password combinations, IP address ranges, and objects that are accessible, which may be useful if you need to configure this outside of Salesforce. Alternatively if you’re familiar with Salesforce Lightning Connect, this would be a way to expose an endpoint in a external system and then use Lightning Connect to access the data.
Capturing data in a Salesforce Org speaks for itself in terms of the benefits and the value that it adds depending on how you use your Salesforce environment.
Skyvia specifically, reduces the need to get experts involved for setting up complex connections between systems or migrate data into Salesforce, which is a massive win in terms of cost, time, and the dependency on an outside party’s knowledge. That said, this is dependent on the task and I’d still advise seeking experienced support if it poses any risk to your environment.
One of the biggest perks of centralising data into one system is that you’re able to improve the overall user experience, especially when it involves reducing any number of logins that are required.
Salesforce is very reliable cloud based CRM, however if there is a need for backing up data or legislative obligation, it could be worth exploring the backup functionality. Alternatively, if you find your data changes unexpectedly, or you need that extra layer of protection this could be a great solution (rather than keeping a bunch of CSV files in a folder on your desktop).
The other aspect to consider is that sending data into Salesforce can result in record duplication nightmares, so make sure that you have the correct duplication rules in place, and the tool has been tested in a Full / Partial Copy Sandbox if possible.
None from Salesforce side!
All you need to connect a Salesforce org to Skyvia is a Salesforce User Account (username and password) and the associated user security token.
This token can be discovered by clicking into “My Settings” and selecting “Reset My Security Token”. Doing so will allow you to click the reset security token button and you’ll receive this token in your inbox (something along the lines of “Keaz6c8zhU1AbLvGjqQqK4cVZ”).
It’s also good practice to make sure this user setup for the integration doesn’t have their password expire (which can be done out of the box by giving them the Standard API Integration Profile or configured via password policies).
While the free options are Skyvia are great, if you plan to use this service for a prolonged period you may want to invest time reviewing the correct subscription model for your business.
There are three subscription categories for the different toolkits and limits, being how many records can be process, how much cloud space you have allocated for backups, and how many queries you’re able to generate. (Note these are subject to change).
Overall, I’d say this pricing model is cost efficient, but it does depend on your company and business model (if you have excessive data and duplicates galore, then you may want to tidy this up first).
Limits apply on monthly basis (including the free version) so there’s value in mapping out expected record volumes keeping in mind any anticipated growth.
“Skyvia makes processing data user friendly through amazing visualisation, simplicity, and plenty of templates”
If you are interested in what you’ve seen so far, feel free to try out this exciting data playground and create a free account (you can even use your Salesforce or Gmail accounts if you’re feeling lazy). Any additional questions feel free to reach out to the Skyvia team who are more than happy to get in touch.
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