Salesforce Marketing Cloud Import Integration CLI

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Install ‘td’ Command v0.11.9 or Later

You can install the newest Treasure Data Toolbelt.

$ td --version
0.15.3

Create Configuration File

Prepare configuration file (for eg: load.yml) as shown in the following example, with your Salesforce Marketing Cloud account access information.

in:
  type: salesforce_marketing_cloud_v2
  client_id: client_id
  client_secret: client_secret
  auth_type: v2
  auth_uri: auth_uri
  account_id: account_id
  target: target_name
  data_extension_names: data_extension_names
  shared_data_extension: false
  incremental: false
  maximum_retries: 7
  initial_retry_interval_millis: 1000
  maximum_retry_interval_millis: 120000

filters:
- type: add_time
  to_column:
    name: time
    type: timestamp
  from_value:
    mode: upload_time
- type: rename
  rules:
  - rule: upper_to_lower
  - rule: character_types
    pass_types: [ "a-z", "0-9" ]
    pass_characters: "_"
    replace: "_"

out:
  type: td
  apikey: td_api_key
  endpoint: td_endpoint
  database: database
  table: table
  time_column: time
  mode: replace
  default_timestamp_format: '%d/%m/%Y'

This example dumps Salesforce Marketing Cloud Campaign Data Source:

• client_id: Salesforce Marketing Cloud client id.
• client_secret: Salesforce Marketing Cloud client secret.
• target: Salesforce Marketing Cloud entity object to be imported.

Optionally Preview Data to Import

You can preview data to be imported using the command td connector:preview.

$ td connector:preview load.yml

Execute Load Job

Submit the load job. It may take a couple of hours depending on the data size. Users need to specify the database and table where their data are stored.

It is recommended to specify --time-column option, since Treasure Data’s storage is partitioned by time (see also data partitioning). If the option is not given, the data connector selects the first long or timestamp column as the partitioning time. The type of the column specified by --time-column must be either of long and timestamp type.

If your data doesn’t have a time column you can add it using add_time filter option. More details at add_time filter plugin.

$ td connector:issue load.yml --database td_sample_db --table td_sample_table --time-column modifieddate

The preceding command assumes you have already created database(td_sample_db) and table(td_sample_table). If the database or the table does not exist in TD this command will not succeed. Therefore, create the database and table manually or use --auto-create-table option with td connector:issue command to auto create the database and table:

$ td connector:issue load.yml --database td_sample_db --table td_sample_table --time-column modifieddate --auto-create-table

You can assign Time Format column to the "Partitioning Key" by "--time-column" option.

Scheduled Execution

You can schedule periodic data connector execution for periodic Salesforce Marketing Cloud import. We configure our scheduler carefully to ensure high availability. By using this feature, you no longer need a cron daemon on your local data center.

Create the Schedule

A new schedule can be created using the td connector:create command. The name of the schedule, cron-style schedule, the database and table where their data will be stored, and the Data Connector configuration file are required.

$ td connector:create \
    daily_salesforce_marketing_cloud_import \
    "10 0 * * *" \
    td_sample_db \
    td_sample_table \
    load.yml

The cron parameter also accepts these three options: @hourly, @daily and @monthly. | By default, the schedule is setup in the UTC timezone. You can set the schedule in a timezone using -t or --timezone option. The --timezone option only supports extended timezone formats like 'Asia/Tokyo', 'America/Los_Angeles' etc. Timezone abbreviations like PST, CST are *not* supported and may lead to unexpected schedules.

Incremental Loading

For Data Extensions

Treasure Data supports incremental loading for Data Extensions that have a date field.

If incremental: true is set, the data connector loads records according to the range specified by the from_date and the fetch_days for the specified date field.

For example:

  incremental_column_name: mydatefield
  from_date: "2016-09-01T00:00:00.000Z"
  fetch_days: 2

• 1st iteration: The data connector fetches records from Sep 01 00:00:00 UTC 2016 to Sep 03 00:00:00 UTC 2016
• 2nd iteration: The data connector fetches records for the next available 2 day period, from Sep 03 00:00:00 UTC 2016 until Sep 05 00:00:00 UTC 2016. This process repeats for each successive iteration.
• When the increment includes the present date, additional records are fetched as each complete time period becomes available.

If incremental: false is set, The data connector loads all records for the target specified. This is one-time activity.

For Email Events

Treasure Data supports incremental loading for Email Events based on their event date.

If incremental: true is set

• 1st iteration: the connector loads the data from specified Start Time (from all time if not set) to specified End Time (to the time the job was scheduled to run if not set)
• 2nd iteration: the connector loads the data from the previous End Time to the time job is scheduled

If incremental: false is set, The data connector loads all records for the target specified. This is a one-time activity.

Sample Configuration for Each Target

For Campaign target

in:
 type: salesforce_marketing_cloud
 client_id: XXXXXX
 client_secret: XXXXXX
 target: campaign
out:
 ...

For Contact target

in:
 type: salesforce_marketing_cloud
 client_id: XXXXXX
 client_secret: XXXXXX
 target: contact
 contact_page_size: 50
 contact_attributes_request_limit: 100
 contact_multiple_requests: true
 ignore_attribute_set_names:
 - attribute_1
 - attribute_2
out:
 ...

For Data Extension target

in:
  type: salesforce_marketing_cloud_v2
  client_id: client_id
  client_secret: client_secret
  auth_type: v2
  auth_uri: auth_uri
  account_id: account_id

  target: data_extension
  data_extension_names:
  - data_extension_1
  - data_extension_2
  incremental: true
  shared_data_extension: true
  incremental_column_name: date
  from_date: "2016-09-01T00:00:00.000Z"
  fetch_days: 1


out:
  type: td
  apikey: td_api_key
  endpoint: td_endpoint
  database: database
  table: table
  time_column: time
  mode: replace
  default_timestamp_format: '%d/%m/%Y'

For Email Event target

in:
 type: salesforce_marketing_cloud
 client_id: XXXXXX
 client_secret: XXXXXX
 target: email_event
 search_term: "email name"
 search_mode: "exact"
 email_event_types:
 - value : all
 start_time: "2019-03-26T07:20:00.000Z"
 end_time: "2019-03-26T07:53:00.000Z"
 incremental: true
out:
 ...