pipelinewise-tap-salesforce

Singer tap that extracts data from Salesforce and produces JSON-formatted output following the Singer spec.

This is a PipelineWise compatible tap connector.

How to use it

The recommended method of running this tap is to use it from PipelineWise. When running it from PipelineWise you don't need to configure this tap with JSON files and most of things are automated. Please check the related documentation at Tap Salesforce

If you want to run this Singer Tap independently please read further.

Install and Run

First, make sure Python 3 is installed on your system or follow these installation instructions for Mac or Ubuntu.

It's recommended to use a virtualenv:

  python3 -m venv venv
  pip install pipelinewise-tap-salesforce

or

  python3 -m venv venv
  . venv/bin/activate
  pip install --upgrade pip
  pip install .

Create a Config file

{
  "client_id": "secret_client_id",
  "client_secret": "secret_client_secret",
  "refresh_token": "abc123",
  "start_date": "2017-11-02T00:00:00Z",
  "api_type": "BULK",
  "select_fields_by_default": true
}

The client_id and client_secret keys are your OAuth Salesforce App secrets. The refresh_token is a secret created during the OAuth flow. For more info on the Salesforce OAuth flow, visit the Salesforce documentation.

The start_date is used by the tap as a bound on SOQL queries when searching for records. This should be an RFC3339 formatted date-time, like "2018-01-08T00:00:00Z". For more details, see the Singer best practices for dates.

The api_type is used to switch the behavior of the tap between using Salesforce's "REST" and "BULK" APIs. When new fields are discovered in Salesforce objects, the select_fields_by_default key describes whether or not the tap will select those fields by default.

Run Discovery

To run discovery mode, execute the tap with the config file.

> tap-salesforce --config config.json --discover > properties.json

Sync Data

To sync data, select fields in the properties.json output and run the tap.

> tap-salesforce --config config.json --properties properties.json [--state state.json]

Based on Stitch documentation