MoveData has a range of data sources you can integrate with Salesforce.

To create or manage an integration, open MoveData application and navigate to the Integrations tab.

When you click New Integration a list of supported integrations will appear. Select the integration you wish to use, enter a name for the Integration and click Next.

Once your integration is created, a wizard specific to the integration will appear if further steps are required to complete the configuration. Please read the instructions to complete the process. You can find a breakdown of each integration and its respective setup by selecting your chosen integration from the Integrations article.

Once connected, API integrations will start processing information into Salesforce from the point in time they are connected onward.

Some platforms do not have API functionality and require a data file exported from the Source Platform and uploaded into MoveData. To upload a file:

You will be presented with a screen where you can upload your file:

Once you upload the file, MoveData will start processing the contents into Salesforce. This can be monitored via the Notifications tab.

🏁 Done? Go to Step 7: View Resulting Records (5min)