Bulk sync (ELT) from Salesforce to S3

UI demo video

You can watch a demo video of these operations in Polytomic’s admin console here.

Code

Before getting started make sure to set your Polytomic API key as an environment variable:

$export POLYTOMIC_API_KEY=YOUR-API-TOKEN

This example tutorial will cover three steps:

  1. Connecting to Salesforce.
  2. Connecting to S3.
  3. Loading data from Salesforce into S3.

1. Create a Salesforce connection

The following request will create a Salesforce connection. The configuration for each type of connection can be found at the connection configuration page.

$curl --request POST  \
>     --url https://app.polytomic.com/api/connections \
>     --header "accept: application/json"  \
>     --header "content-type: application/json"  \
>     --header "X-Polytomic-Version: 2024-02-08"   \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}"  \
>     -d '{"name": "Salesforce Connection","type": "salesforce", "configuration": {"domain": "https://example.my.salesforce.com"}}'

Since Salesforce connections uses OAuth to authenticate, we’ll need to follow the link returned in the auth_url parameter in the response

Redirection


By default, the API expects the auth_url to be opened in a new browser window. If you’d like to modify the redirect behavior, there is an optional redirect_url parameter that can be added to the request body.

2. Create an S3 connection

The S3 bucket must be network-accessible from Polytomic. For more information, see our S3 Connection Guide.

$     curl --request POST \
>     --url https://app.polytomic.com/api/connections \
>     --header "accept: application/json" \
>     --header "content-type: application/json" \
>     --header "X-Polytomic-Version: 2024-02-08"  \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}" \
>     -d '{
>     "name": "S3 Connection",
>     "type": "s3",
>     "configuration": {
>        "aws_access_key_id": "EXAMPLE",
>        "aws_secret_access_key": "SECRET",
>        "s3_bucket_region": "us-east-1",
>        "s3_bucket_name": "my-bucket"
>        }
>    }'

3. Create a bulk sync

This will create a bulk sync of the Account and Contact Salesforce objects into S3:


Important: If the schemas parameter is omitted, all objects will be synced.


$curl --request POST \
>     --url https://app.polytomic.com/api/bulk/syncs \
>     --header "accept: application/json" \
>     --header "content-type: application/json" \
>     --header "X-Polytomic-Version: 2024-02-08" \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}" \
>     -d '{
>          "name": "Salesforce Bulk Sync",
>          "source_connection_id": "YOUR-SALESFORCE-CONNECTION-ID",
>          "destination_connection_id": "YOUR-S3-CONNECTION-ID",
>          "mode": "replicate",
>          "schedule": {
>              "frequency": "continuous"
>          },
>          "destination_configuration": {
>               "format": "csv"
>          },
>          "schemas": ["Account", "Contact"]
>    	}'

Bulk sync schemas


Polytomic may take a few moments to cache source schemas after creating new connections. The message {"status":400,"message":"No schemas found. This can mean that the Polytomic has not cached any schemas yet. Please try again.","metadata":null} indicates that the schemas are not ready to be used in bulk sync configuration yet. This request is safe to retry until receiving a 2xx response.