Flat File Integration in Salesforce: Simplifying Data Exchange


 When working with Salesforce, organizations often need to transfer data between systems. While API integrations are widely used for real-time or automated data exchanges, flat file integration remains a practical and reliable option in scenarios where real-time connectivity isn't necessary. In this blog, we’ll explore what flat file integration is and how it differs from API integration.


1. What is Flat File Integration?

Flat file integration is a method of exchanging data between Salesforce and other systems using files that store information in a structured, plain-text format. Common formats for flat files include CSV (Comma-Separated Values), TXT, and TSV (Tab-Separated Values).

This approach is typically used when:

  • Systems cannot connect directly in real-time.

  • The volume of data is too large for an API-based solution to handle efficiently.

  • Integration happens on a scheduled basis rather than in real-time.

How It Works:

  1. Data Export: Data is extracted from the source system and saved in a flat file format.

  2. File Transfer: The file is securely transferred to Salesforce, often using tools like FTP, SFTP, or a middleware platform.

  3. Data Import: Salesforce processes the file using tools like Data Loader, Data Import Wizard, or third-party ETL (Extract, Transform, Load) tools.

  4. Error Handling: Any errors in the data are logged, and corrections are made before reprocessing.

Example:

Imagine a retail company that manages inventory in an external system. Once a day, the system generates a CSV file containing updated stock levels. This file is uploaded to Salesforce, ensuring the platform reflects accurate inventory information without needing real-time updates.


2. How Is Flat File Integration Different from API Integration?

Flat file and API integrations both serve to transfer data between systems, but they differ significantly in their approach, use cases, and benefits.

Feature

Flat File Integration

API Integration

Data Transfer Mode

Batch (scheduled or manual uploads)

Real-time (instant data transfer)

Format

File-based (CSV, TXT, TSV)

JSON, XML, or similar structured formats

Speed

Slower, depends on file transfer and processing times

Faster, with near-instantaneous updates

Connectivity

Does not require direct system connectivity

Requires a live connection between systems

Complexity

Easier to set up, no coding needed

Requires API configuration and development

Error Handling

Errors are logged and corrected before reprocessing

Immediate error responses during transaction

Scalability

Suitable for periodic large data transfers

Ideal for frequent, small-scale updates

Cost

Lower cost, no extensive middleware or API licenses

Higher cost due to API development and usage


When to Choose Flat File Integration

Flat file integration is ideal when:

  1. Connectivity is limited: The external system does not support APIs or has restrictions on real-time connections.

  2. Data volume is high: Large datasets are easier and cheaper to transfer in batches using flat files.

  3. Real-time updates aren’t required: Data updates can be delayed without impacting business processes.

  4. Cost considerations: Flat file integration requires fewer resources, making it a budget-friendly option.


When to Choose API Integration

API integration is the better choice when:

  1. Real-time data is critical: For scenarios like customer order updates, where any delay could disrupt operations.

  2. Systems are API-enabled: If both Salesforce and the external system support APIs, they can communicate more effectively.

  3. Frequent data exchange is needed: APIs are more efficient for small, frequent updates.


Conclusion

Flat file integration may not have the real-time capabilities of API integration, but its simplicity, reliability, and cost-effectiveness make it a valuable tool for many businesses. By understanding the differences and evaluating your requirements, you can choose the right integration approach for your Salesforce ecosystem.


Flat file integration is a tried-and-true solution, perfect for batch data transfers and systems that don't support real-time connectivity. In the next part of this series, we’ll dive deeper into tools like Data Loader and explore how to handle common challenges in flat file integrations. Stay tuned!

For the example shown in the video you can follow below code!

SFTP Trial Website : sftpcloud.io

FTP-API : ftp-api.com


Named Credentials



External Credentials



User Permissions



Apex

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public with sharing class FlatFileIntegration {
  public FlatFileIntegration() {
  }

  public void triggerIntegration() {
    FTPRequestWrapper ftp = new FTPRequestWrapper();
    ftp.path = '/';
    ftp.fileName = 'hello.txt';
    ftp.body = EncodingUtil.base64Encode(Blob.valueOf('Hello Testing'));

    String jsonPayload = '[' + JSON.serialize(ftp) + ']';
    HttpRequest req = new HttpRequest();
    req.setEndpoint('callout:FlatFileNamedCredential');
    req.setMethod('POST');
    req.setBody(jsonPayload);
    Http http = new Http();
    HTTPResponse response = http.send(req);

    System.debug('###Response: ' + response.getBody());
  }
  public class FTPRequestWrapper {
    public String path;
    public String fileName;
    public String body;
  }
}

Output



Checkout the complete video tutorial below

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Happy Coding :)

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