Getting Started with Data Integration

Skyvia's Data Integration allows you to integrate your cloud applications and databases and automate various data loading scenarios. Whether you want to migrate your data between different CRMs, store a copy of your cloud application data in a database, import CSV files, or configure an automatic customer synchronization between a CRM and an E-mail marketing solution - Skyvia is a tool for you.

ExpandedToggleIcon        Quick Start

1. Create Connections to Data Sources You Want to Connect

First, you need to tell Skyvia how to connect to cloud apps or databases you want to integrate. For this, open the Connections page and create connections to your data sources. For these connections you need to specify a connection Name that will be used to identify the connection and other connection parameters that are data source-specific. For more information about the required parameters please see the documentation for the corresponding data source.

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2. Check Out Gallery of Predefined Integration Packages

Skyvia already has a number of predefined integrations available in the Predefined Integrations Gallery. Open the gallery and see if there is a suitable template for your needs. If yes, select this template and read its description. Then, you only need to select connections to your data sources for this template and maybe do few small configuration steps, listed in the description.

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3. Create Your Own Integration Package

If there is no suitable template in the Predefined Integrations Gallery, you will need to configure such integration yourself.

In Skyvia you define your data integration operations as packages. Skyvia supports different kinds of packages for different use cases, and it is necessary to select a correct package kind for your needs:

If you want to:

migrate your existing data between different cloud applications or databases - use Import Package.
import data from CSV files to a cloud application or database - use Import Package.
automate import of CSV files from a file storage service or FTP - use Import Package.
automatically create new records in a database or cloud application when new records are created in another cloud application - use Import Package. Please also read Importing Only Recently Added or Changed Data from Cloud Sources.
configure a uni-directional synchronization (add new records and/or apply updates from one data source to another automatically) - use Import Package. Please also read Importing Only Recently Added or Changed Data from Cloud Sources.
configure a bi-directional synchronization between data sources - use Synchronization Package.
create an exact copy of cloud application data in a database or cloud data warehouse - use Replication Package.
create a copy of a cloud data in a database or data warehouse and keep it in sync with the source cloud app automatically - use Replication Package.
export cloud or database data to a CSV file - use Export Package. You may also use our Query tool.
configure a regular automatic data export to a file storage service - use Export Package.

To know more about Skyvia's integration package kinds, please read How It Works.

To find out more about specific package kinds, read the corresponding section of our documentation: Import, Export, Replication, and Synchronization.

4. Define a Schedule to Automate Your Integration Operation

In Skyvia, you automate your integration packages by setting up a schedule for the package to run automatically. Skyvia has powerful scheduling settings allowing you to run your package up to every minute. You can find detailed information abote automating your data integration with Skyvia in the Scheduling Packages topic.

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5. Monitoring Package Execution

After you configured your integration package, you may run it at any time manually, and if you configured a schedule for the package, it will run automatically on the schedule. Skyvia logs all the package runs, and you may check it at any time. See Package Run History for more information.

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ExpandedToggleIconTutorials

You can find much more detailed examples how to use Data Integration in the following tutorials:

Importing Contacts for Existing Accounts - describes how to import a file with Contacts for Accounts, already existing in the Salesforce database. Demonstrates different ways of specifying IDs of existing master Salesforce objects when importing child objects.
Importing Products with Prices from Dropbox - describes how to import a file of products with their prices from Dropbox to the Salesforce Product2 and PricebookEntry objects. Demonstrates a one-to-many import operation (data splitting).
Importing Tables from SQL Azure - describes how to import Product, Customer, Order, and Order Detail tables from the Microsoft standard Northwind database on SQL Azure. Demonstrates complex many-to-many import operation (when you import data from several tables with foreign key relations between them to several related Salesforce objects), creating a connection to SQL Azure, and how to preserve data relations between the source tables.
Importing Accounts with Binary Attachments - describes how to import accounts together with attachments that are imported as a set of binary files. Demonstrates import of binary files.
Setting Up Replication of Salesforce Accounts and Contacts - describes how to create a Replication package that replicates data from Salesforce Accounts and Contacts to SQL Azure and how to schedule the package for automatic updating data in the SQL Azure database.
Synchronizing Product Data - describes how to create a synchronization package that synchronizes a modified Products table from the Microsoft standard Northwind database on SQL Azure with Salesforce Product2 and PricebookEntry objects. Also demonstrates creating an Export package.
Exporting Salesforce Attachments for Specific Object - describes how to create an export package that exports attachments for a specific Salesforce object. This tutorial describes cases when you need to export attachments for all accounts or for one specific account.
Setting Up Daily Salesforce Contacts Backup to Dropbox - describes how to configure a daily backup of Salesforce Contacts to Dropbox.
Setting Up Dynamics CRM Replication to SQL Azure - describes how to create a Replication package that replicates data from Dynamics CRM accounts and contacts to SQL Azure and how to schedule the package for automatic updating data in the SQL Azure database.
Synchronizing Zoho CRM Contacts with MailChimp Subscribers - describes how to create a Synchronization package that will keep MailChimp subscribers in a list and Zoho CRM contacts in sync.