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v5.0
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    v5.0

      Import from Salesforce

      This page demonstrates the process of importing data from Salesforce objects into an Ultipa graphset.

      From Salesforce to Ultipa

      Generate Configuration File

      Execute the following command in your command line tool and select salesforce.

      ./ultipa-importer --sample
      

      The import.sample.salesforce.yml file will be generated in the same directory as ultipa-importer.exe. If a import.sample.salesforce.yml file already exists in that directory, it will be overwritten.

      Modify Configuration File

      The configuration file consists of several sections. Modify the configuration file according to your needs.

      # Mode options: csv/json/jsonl/rdf/graphml/bigQuery/sql/kafka/neo4j/salesforce; only one mode can be used
      # SQL supports mysql/postgresSQL/sqlserver/snowflake/oracle
      mode: salesforce
      
      # Salesforce access configurations
      salesforce:
        # The Salesforce instance URL used for API access
        url: "https://xxx.salesforce.com"
        username: "username"
        password: "password"
        # The Security Token required for API authentication
        token: "xxxxxx"
      
      
      # Ultipa server configurations
      server:
        # Host IP/URI and port
        # If it is a cluster, separate hosts with commas, i.e., "<ip1>:<port1>,<ip2>:<port2>,<ip3>:<port3>"
        host: "10.11.22.33:1234"
        username: "admin"
        password: "admin12345"
        # The new or existing graphset where data will be imported
        graphset: "trading"
        # If the above graphset is new, specify the shards where it will be stored  
        shards: "1,2,3"
        # If the above graphset is new, specify the partition function (Crc32/Crc64WE/Crc64XZ/CityHash64) used for sharding
        partitionBy: "Crc32"
        # Path of the certificate file for TLS (optional)
        crt: ""
      
      # Node configurations
      nodeConfig:
          # Specify the node type (schema) that the imported nodes belong to
        - schema: "customer"
          # Write the SOQL query to fetch data from an object in Salesforce
          sql: "SELECT cust_no, name, level FROM customer"
          # properties: Map SOQL query results to graph database properties
          # For each property, you can configure the following:
          ## name: The column name from the SOQL query results
          ## new_name: The property name to which the column will be mapped; if unset, it defaults to the column name
          ## type: Supported types include _id, _from, _to, _ignore (to skip importing the column), and other Ultipa property types like int64, int32, float, string, etc.
          ## prefix: Add a prefix to the values of the _id, _from, or _to types; it does not apply to other types
          # If properties are not configured, the system will automatically map them based on the SOQL query results
          # Columns mapped to system properties such as _id, _from or _to in the SOQL results must be explicitly configured
          properties:
            - name: cust_no
              type: _id
            - name: name
              type: string
            - name: level
              type: int32
        - schema: "merchant"
          sql: "SELECT merch_no, name, type FROM merchant"
          properties:
            - name: merch_no
              type: _id
            - name: name
              type: string
            - name: type
              type: string
      
      # Edge configurations
      edgeConfig:
        - schema: "transaction"
          sql: "SELECT trans_no, cust_no, merch_no, time FROM transaction"
          properties:
            - name: trans_no
              type: string
            - name: cust_no
              type: _from
            - name: merch_no
              type: _to
            - name: time
              new_name: trans_time
              type: datetime
      
      # Global settings
      settings:
        # Define the path to output the log file
        logPath: "./logs"
        # Number of rows included in each insertion batch
        batchSize: 10000
        # Import mode supports insert/overwrite/upsert
        importMode: insert
        # Automatically create missing end nodes for edges (applicable only when importing edges)
        createNodeIfNotExist: false
        # Stops the importing process when error occurs
        stopWhenError: false
        # Set to true to automatically create missing graphset, schemas and properties
        yes: true
        # The maximum threads
        threads: 32
        # The maximum size (in MB) of each packet
        maxPacketSize: 40
        # Timezone for the timestamp values
        # timeZone: "+0200"
        # Timestamp value unit, support ms/s
        timestampUnit: s
      

      Configuration Items

      Salesforce access configurations

      Field
      Type
      Description
      url String The Salesforce instance URL used for API access.
      username String Salesforce account username used for authentication.
      password String Password of the above user.
      token String The Security Token required for API authentication.

      Ultipa server configurations

      Field
      Type
      Description
      host String IP address or URI of the target database.
      username String Database username.
      password String Password of the above user.
      graphset String Name of the target graphset. If the specified graphset does not exist, it will be created automatically.
      shards String Specifies the shards where data will be processed.
      partitionBy String Specifies the patitioning algorithm, including Crc32, Crc64WE, Crc64XZ and CityHash64.
      crt String Path to the certificate (CRT) file used for TLS encryption.

      Node/Edge configurations

      Field
      Type
      Description
      schema String The node type (schema) to which the imported nodes belong.
      sql String The SOQL query used to retrieve data from an object in Salesforce.
      name String The column name from the SOQL query results, serving as the property name.
      type String Specify the data type. See supported property value types.
      prefix String Add a prefix to the data. This is only supported for data types including _id, _from, and _to.
      new_name String Modify the property name specified in name to a new value.

      Global settings

      Field
      Type
      Default
      Description
      logPath String "./logs" The path to save the log file.
      batchSize Integer 10000 Number of nodes or edges to insert per batch.
      importMode String upsert Specifies how the data is inserted into the graph, including overwrite, insert and upsert. When updating nodes or edges, use the upsert mode to prevent overwriting existing data.
      createNodeIfNotExist Bool false Whether missing nodes are automatically created when inserting edges:
    • true: The system automatically creates nodes that do not exist.
    • false: The related edges will not be imported.
    • stopWhenError Bool false Whether to stop the import process when an error occurs.
      yes Bool false Whether to automatically create missing graphset, schemas and properties.
      threads Integer 32 The maximum number of threads. 32 is suggested.
      maxPacketSize Integer 40 The maximum size of data packets in MB that can be sent or received.
      timestampUnit String s The unit of measurement for timestamp data. Supported units are ms (milliseconds) and s (seconds).

      Execute Import

      The import process uses the configuration file specified by the -config parameter to import data from objects in Salesforce into the target server and display it in the Ultipa graph structure.

      ./ultipa-importer --config import.sample.salesforce.yml
      
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