# Salesforce Marketing Cloud Import Integration CLI V2

Treasure Data can publish user segments into Salesforce Marketing Cloud, and enable you to send personalized emails to your customers. You can run data-driven email campaigns by using your first-party data from Web, Mobile, CRM, and other data sources. This topic contains information on how to accomplish this using the CLI.

## Install ‘td’ Command v0.11.9 or Later

You can install the newest [Treasure Data Toolbelt](https://toolbelt.treasuredata.com/).


```
$ 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.


```yaml
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
  ensure_latest_data: 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](https://docs.treasuredata.com/smart/project-product-documentation/data-partitioning-in-treasure-data)). 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](https://docs.treasuredata.com/smart/project-product-documentation/add_time-filter-function).


```
$ 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](https://docs.treasuredata.com/smart/project-product-documentation/data-management) 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.

## Scheduling Your 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.


```bash
$ 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.

### Setting up 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:


```yaml
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 Configurations

### Campaign

For `Campaign` target using **Legacy Package**


```yaml
in:
 type: salesforce_marketing_cloud_v2
 client_id: XXXXXX
 client_secret: XXXXXX
 auth_type: v1
 tenant_auth_uri: https://your_tenant_specific_endpoint.auth.marketingcloudapis.com
 target: campaign
out:
 ...
```

For `Campaign` target using **Enhanced Package**


```yaml
in:
 type: salesforce_marketing_cloud_v2
 client_id: XXXXXX
 client_secret: XXXXXX
 auth_type: v2
 auth_uri: https://your_tenant_specific_endpoint.auth.marketingcloudapis.com
 target: campaign
out:
 ...
```

| Parameters  | Description  | Default value  |
|  --- | --- | --- |
| type | must be salesforce_marketing_cloud_v2 |
| client_id | Salesforce Marketing Cloud `Client ID` |
| client_secret | Salesforce Marketing Cloud `Client Secret` |
| auth_type | Package Type  This is a enum (**v1**, **v2**) where **v1** is **Legacy package** and **v2** is **Enhanced Package** | v1 |
| tenant_auth_uri | Tenant Authentication Base URI (only enter this option if auth_type = v1)  This is required from September 2022 as Marketing Cloud is going to deprecate the legacy endpoints [https://*.[exacttargetapis.com](http://exacttargetapis.com)].  For more information: [https://help.salesforce.com/s/articleView?id=000356497](https://help.salesforce.com/s/articleView?id=000356497), [https://help.salesforce.com/s/articleView?id=000356498](https://help.salesforce.com/s/articleView?id=000356498) |
| auth_uri | Authentication Base URI (only enter this option if auth_type = v2) |


### Contact

For `Contact` target using **Legacy Package**


```yaml
in:
 type: salesforce_marketing_cloud_v2 &nbsp;
 client_id: XXXXXX
 client_secret: XXXXXX
 auth_type: v1
 tenant_auth_uri: https://your_tenant_specific_endpoint.auth.marketingcloudapis.com
 target: contact
 contact_page_size: 50
 contact_attributes_request_limit: 100
 contact_multiple_requests: true
out:
 ...
```

For `Contact` target using **Enhanced Package**


```yaml
in:
 type: salesforce_marketing_cloud_v2 &nbsp;
 client_id: XXXXXX
 client_secret: XXXXXX
 auth_type: v2
 auth_uri: https://your_tenant_specific_endpoint.auth.marketingcloudapis.com
 target: contact
 contact_page_size: 50
 contact_attributes_request_limit: 100
 contact_multiple_requests: true
out:
 ...
```

| Parameters  | Description  | Default value  |
|  --- | --- | --- |
| type | must be salesforce_marketing_cloud_v2 |
| client_id | Salesforce Marketing Cloud `Client ID` |
| client_secret | Salesforce Marketing Cloud `Client Secret` |
| auth_type | Package Type  This is a enum (**v1**, **v2**) where **v1** is **Legacy package** and **v2** is **Enhanced Package** | v1 |
| tenant_auth_uri | Tenant Authentication Base URI (only enter this option if auth_type = v1)  This is required as of September 2022 as Marketing Cloud is going to deprecate the legacy endpoints [https://*.[exacttargetapis.com](http://exacttargetapis.com)].  For more information: [https://help.salesforce.com/s/articleView?id=000356497](https://help.salesforce.com/s/articleView?id=000356497), [https://help.salesforce.com/s/articleView?id=000356498](https://help.salesforce.com/s/articleView?id=000356498) |
| auth_uri | Authentication Base URI (only enter this option if auth_type = v2) |
| contact_attributes_request_limit | Number of attributes to ingest for each contact in a single request. When number of attributes greater than this value, it is split into multiple requests | 100 |
| contact_multiple_requests | Enable plugin to ingest contact detail with so many attributes in multiple requests (This only effects when number of attributes greater than 100 ) | false |


| contact_multiple_requests | Enable plugin to ingest contact detail with so many attributes in multiple requests (This only effects when number of attributes greater than 100 ) | false |

### Data Extension

For `Data Extension` target using **Legacy Package**


```yaml
in:
  type: salesforce_marketing_cloud_v2
  client_id: XXXXXX
  client_secret: XXXXXX
  auth_type: v1
  tenant_auth_uri: https://your_tenant_specific_endpoint.auth.marketingcloudapis.com
  target: data_extension  
  data_extension_name: data_extension_1
  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 `Data Extension` target using **Enhanced Package**


```yaml
in:
  type: salesforce_marketing_cloud_v2
  client_id: XXXXXX
  client_secret: XXXXXX
  auth_type: v2
  auth_uri: https://your_tenant_specific_endpoint.auth.marketingcloudapis.com
  target: data_extension &nbsp;
  data_extension_name: data_extension_1
  log_debug_info: false
  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'
```

| Parameters  | Description  | Default value  |
|  --- | --- | --- |
| type | must be salesforce_marketing_cloud_v2 |
| client_id | Salesforce Marketing Cloud `Client ID` |
| client_secret | Salesforce Marketing Cloud `Client Secret` |
| auth_type | Package Type  This is a enum (**v1**, **v2**) where **v1** is **Legacy package** and **v2** is **Enhanced Package** | v1 |
| tenant_auth_uri | Tenant Authentication Base URI (only enter this option if auth_type = v1)  This is required as of September 2022 as Marketing Cloud is going to deprecate the legacy endpoints [https://*.[exacttargetapis.com](http://exacttargetapis.com)].  For more information: [https://help.salesforce.com/s/articleView?id=000356497](https://help.salesforce.com/s/articleView?id=000356497), [https://help.salesforce.com/s/articleView?id=000356498](https://help.salesforce.com/s/articleView?id=000356498) |
| auth_uri | Authentication Base URI (only enter this option if auth_type = v2) |
| shared_data_extension | Set this flag to true when you want to ingest the data from shared data extensions | false |
| ensure_latest_data | If enabled, job will be failed when data lag (ingested versus current in SFMC) over 2500 records | false |
| log_debug_info | When enabled, detailed debug information, including the request ID, will be logged (default: false) | false |
| incremental | Set this flag to true if you want to get newer data between each schedule only | false |
| incremental_column_name | Column used for incremental loading. Must be set if you set incremental = true | null |
| from_date | Set this to ingest data from this date | null |
| fetch_days | Duration to ingest is from_date to from_date + fetch_days | 1 |


| fetch_days | Duration to ingest is from_date to from_date + fetch_days | 1 |

### Email Event

For `Email Event` target using **Legacy Package**


```yaml
in:
  type: salesforce_marketing_cloud_v2
  client_id: XXXXXX
  client_secret: XXXXXX
  auth_type: v1
  tenant_auth_uri: https://your_tenant_specific_endpoint.auth.marketingcloudapis.com
  target: email_event
  log_debug_info: false
  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:
 ...
```

For `Email Event` target using **Enhanced Package**


```yaml
in:
  type: salesforce_marketing_cloud_v2
  client_id: XXXXXX
  client_secret: XXXXXX
  auth_type: v2
  auth_uri: https://your_tenant_specific_endpoint.auth.marketingcloudapis.com  &nbsp;
  target: email_event
  log_debug_info: false
  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
  emails_per_batch: 1
out:
 ...
```

| Parameters  | Description  | Default value  |
|  --- | --- | --- |
| type | must be salesforce_marketing_cloud_v2 |
| client_id | Salesforce Marketing Cloud `Client ID` |
| client_secret | Salesforce Marketing Cloud `Client Secret` |
| auth_type | Package Type  This is a enum (**v1**, **v2**) where **v1** is **Legacy package** and **v2** is **Enhanced Package** | v1 |
| tenant_auth_uri | Tenant Authentication Base URI (only enter this option if auth_type = v1)  This is required as of September 2022 as Marketing Cloud is going to deprecate the legacy endpoints [https://*.[exacttargetapis.com](http://exacttargetapis.com)].  For more information: [https://help.salesforce.com/s/articleView?id=000356497](https://help.salesforce.com/s/articleView?id=000356497), [https://help.salesforce.com/s/articleView?id=000356498](https://help.salesforce.com/s/articleView?id=000356498) |
| auth_uri | Authentication Base URI (only enter this option if auth_type = v2) |
| target | must be email_event (in this case) |
| log_debug_info | When enabled, detailed debug information, including the request ID, will be logged (default: false) | false |
| search_term | Name of email you want to ingest | null |
| search_mode | Mode for name matching pattern. Must be **exact** or **partial** only | exact |
| email_event_types | List of event types you want to import. Valid options are as follows:   - value : all - value : bounce - value : click - value : forward - value : forwardOptIn - value : open - value : sent - value : survey - value : unsub | null |
| start_time | Set this to ingest data from this time | null |
| end_time | Set this to ingest data to this time | null |
| incremental | Set this flag to true if you want to get newer data between each schedule only | false |
| emails_per_batch | Number of emails per batch.  It is used to fine-tune the performance of SFMC in case large volume of events.  Acceptable value range from 1 - 10000 | 2500 |
| maximum_time_out | Maximum timeout in seconds for a connection.  It used to fine-tune the performance of SFMC in case large volume of events.  Acceptable value range from 60 - 900 | 300 |


### Email Events Only

For `Email Events Only` target using **Legacy Package**


```yaml
in:
  type: salesforce_marketing_cloud_v2
  client_id: XXXXXX
  client_secret: XXXXXX
  auth_type: v1
  tenant_auth_uri: https://your_tenant_specific_endpoint.auth.marketingcloudapis.com
  target: email_event_only
  log_debug_info: false
  email_event_types:
  - value : all
  start_time: "2019-03-26T07:20:00.000Z"
  end_time: "2019-03-26T07:53:00.000Z"
  incremental: true
out:
 ...
```

For `Email Events Only` target using **Enhanced Package**


```yaml
in:
  type: salesforce_marketing_cloud_v2
  client_id: XXXXXX
  client_secret: XXXXXX
  auth_type: v2
  auth_uri: https://your_tenant_specific_endpoint.auth.marketingcloudapis.com  &nbsp;
  target: email_event_only
  log_debug_info: false
  email_event_types:
  - value : all
  start_time: "2019-03-26T07:20:00.000Z"
  end_time: "2019-03-26T07:53:00.000Z"
  incremental: true
out:
 ...
```

| Parameters  | Description  | Default value  |
|  --- | --- | --- |
| type | must be salesforce_marketing_cloud_v2 |
| client_id | Salesforce Marketing Cloud `Client ID` |
| client_secret | Salesforce Marketing Cloud `Client Secret` |
| auth_type | Package Type  This is a enum (**v1**, **v2**) where **v1** is **Legacy package** and **v2** is **Enhanced Package** | v1 |
| tenant_auth_uri | Tenant Authentication Base URI (only enter this option if auth_type = v1)  This is required as of September 2022 as Marketing Cloud is going to deprecate the legacy endpoints [https://*.[exacttargetapis.com](http://exacttargetapis.com)].  For more information: [https://help.salesforce.com/s/articleView?id=000356497](https://help.salesforce.com/s/articleView?id=000356497), [https://help.salesforce.com/s/articleView?id=000356498](https://help.salesforce.com/s/articleView?id=000356498) |
| auth_uri | Authentication Base URI (only enter this option if auth_type = v2) |
| target | must be email_event_only (in this case) |
| log_debug_info | When enabled, detailed debug information, including the request ID, will be logged (default: false) | false |
| email_event_types | List of event types you want to import. Valid options are as follows:   - value : all - value : bounce - value : click - value : forward - value : forwardOptIn - value : open - value : sent - value : survey - value : unsub | null |
| start_time | Set this to ingest data from this time | null |
| end_time | Set this to ingest data to this time | null |
| incremental | Set this flag to true if you want to get newer data between each schedule only | false |
| maximum_time_out | Maximum timeout in seconds for a connection.  It used to fine-tune the performance of SFMC in case large volume of events.  Acceptable value range from 60 - 900 |


### Send

For `Send` target using **Legacy Package**


```yaml
in:
  type: salesforce_marketing_cloud_v2
  client_id: XXXXXX
  client_secret: XXXXXX
  auth_type: v1
  tenant_auth_uri: https://your_tenant_specific_endpoint.auth.marketingcloudapis.com
  target: send
  log_debug_info: false
  start_time: "2019-03-26T07:20:00.000Z"
  end_time: "2019-03-26T07:53:00.000Z"
  incremental: true
out:
 ...
```

For `Email Events Only` target using **Enhanced Package**


```yaml
in:
  type: salesforce_marketing_cloud_v2
  client_id: XXXXXX
  client_secret: XXXXXX
  auth_type: v2
  auth_uri: https://your_tenant_specific_endpoint.auth.marketingcloudapis.com  &nbsp;
  target: send
  log_debug_info: false
  start_time: "2019-03-26T07:20:00.000Z"
  end_time: "2019-03-26T07:53:00.000Z"
  incremental: true
out:
 ...
```

| Parameters  | Description  | Default value  |
|  --- | --- | --- |
| type | must be salesforce_marketing_cloud_v2 |
| client_id | Salesforce Marketing Cloud `Client ID` |
| client_secret | Salesforce Marketing Cloud `Client Secret` |
| auth_type | Package Type  This is a enum (**v1**, **v2**) where **v1** is **Legacy package** and **v2** is **Enhanced Package** | v1 |
| tenant_auth_uri | Tenant Authentication Base URI (only enter this option if auth_type = v1)  This is required as of September 2022 as Marketing Cloud is going to deprecate the legacy endpoints [https://*.[exacttargetapis.com](http://exacttargetapis.com)].  For more information: [https://help.salesforce.com/s/articleView?id=000356497](https://help.salesforce.com/s/articleView?id=000356497), [https://help.salesforce.com/s/articleView?id=000356498](https://help.salesforce.com/s/articleView?id=000356498) |
| auth_uri | Authentication Base URI (only enter this option if auth_type = v2) |
| target | must be send (in this case) |
| log_debug_info | When enabled, detailed debug information, including the request ID, will be logged (default: false) | false |
| start_time | Set this to ingest data from this time | null |
| end_time | Set this to ingest data to this time | null |
| incremental | Set this flag to true if you want to get newer data between each schedule only | false |
| maximum_time_out | Maximum timeout in seconds for a connection.  It used to fine-tune the performance of SFMC in case large volume of events.  Acceptable value range from 60 - 900 |