In this Article

Overview

You can use the Bulk Lead Upsert Snap to upsert a large number of leads into the Lead database.

Prerequisites

A valid account with the required permissions. For more info, see Roles and Permissions.

Support for Ultra Pipelines

Works in Ultra Pipelines

Limitations

Known Issues

Snap Input and Output

Input/Output

Type of View

Number of Views

Examples of Upstream and Downstream Snaps

Description

Input 

Binary


  • Min: 0

  • Max: 2

  • Mapper Snap

  • File Reader

Requires the Upsert format and additional detail, if required, to insert or update a large number of records into the Lead database.

Output

Document


  • Min: 0

  • Max: 1

  • Mapper Snap

  • Copy Snap

Insertion of large leads into the Lead database.

Snap Settings 

  • Asterisk ( * ): Indicates a mandatory field.

  • Suggestion icon ( (blue star) ): Indicates a list that is dynamically populated based on the configuration.

  • Expression icon ( (blue star) ): Indicates the value is an expression (if enabled) or a static value (if disabled). Learn more about Using Expressions in SnapLogic.

  • Add icon ( (blue star) ): Indicates that you can add fields in the fieldset.

  • Remove icon ( (blue star) ): Indicates that you can remove fields from the fieldset.

Field Name

Field Type

Description

Label*

String

Specify a name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your Pipeline.

Default ValueBulk Lead Upsert
ExampleBulk Lead Upsert

Timeout (seconds)

Integer/Expression

Specify the timeout for the operation in seconds.

Default Value0
Example3

Number Of Retries

Integer/Expression

Specify the number of attempts the Snap must make in case of connection failure or timeout.

Minimum value0

Default Value0
Example3

Retry Interval (seconds)

Integer/Expression

Specify the minimum number of seconds the Snap must wait before each retry attempt.

Minimum value1

Default Value1
Example3

Upsert format*

Dropdown list

Choose the file format of the extracted data. The available options are:

  • csv

  • tsv

Default ValueCSV
Exampletsv

Lookup Field

String/Emai/Integer/Expression

Enter the field to refine and narrow down your search. Use this field to find existing leads if you are performing an update operation.

note

You can use 'Id' only for update only operations.

You can use 'Id' only for update only operations.

Default Valueemail 
Examplecookies

List ID

Integer/Expression

Enter the ID of the static list to which you want to import lead data.

Default ValueN/A
Example150

Partition

String/Expression

Enter the name of the lead partition where you want to import the data.

Default ValueN/A
ExampleDefault

Snap Execution

Dropdown list

Select one of the three following modes in which the Snap executes:

  • Validate & Execute. Performs limited execution of the Snap and generates a data preview during Pipeline validation, then performs full execution of the Snap (unlimited records) during Pipeline runtime.

  • Execute only. Performs full execution of the Snap during Pipeline execution without generating preview data.

  • Disabled. Disables the Snap and all Snaps downstream from it.

Default ValueExecute Only
ExampleValidate and Execute

Troubleshooting

None.

Examples

Inserting Bulk Leads

This example Pipeline demonstrates how we can insert lead data in bulk into the Lead database using the Bulk Lead Upsert Snap. We build the Pipeline to automate the following activities:

  1. Read the binary data using the File Reader Snap.

  2. Insert data in bulk using the Bulk Lead Upsert Snap.

First, we configure the File Reader Snap to read binary data. The username.csv has been uploaded. Upon validation, we see the output with uploaded file details.

File Reader Input

File Reader Output

Next, we configure the Bulk Lead Upsert Snap as follows. Upon validation, we see an output confirming the insertion of data into the Lead database.

Bulk Lead Upsert Input

Bulk Lead Upsert Output

Download this Pipeline. 

Downloads

Important Steps to Successfully Reuse Pipelines

  1. Download and import the Pipeline into SnapLogic.

  2. Configure Snap accounts as applicable.

  3. Provide Pipeline parameters as applicable.

Snap Pack History