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How To Set Up an Auto Sync To Feed Into a Custom Object in Eloqua

Eloqua

If you have ever set up a Custom Object in Eloqua you may have the need to have it automatically updated from a file on an SFTP site. This is how you do that.

First, navigate to your Custom Object and from the “Custom Object” drop down menu select “Upload Custom Object Record.”¬†

Eloqua Auto Sync

Once selected, this will open the Custom Object Record Upload Wizard which you may have used before just to upload a static file. To set this up to automatically pull a file over SFTP though just simply select “Remote File over SFTP” from the Source of Custom Object Record data. Also on this screen you give your Upload process a name so in this below example we called it “Upload Sample Custom Object.” Once that is filled out just click the Next button to do to the next step.

Eloqua Auto Sync

Next, select what type of file format you will be uploading and the SFTP info for that file. In our example below we will be uploading a CSV file called FinanceSheet.csv (that just contains Email Address, First Name, and Last Name) from an SFTP site so we put in all the appropriate information. Once the info is added you click the “Upload and Preview Data” link and that will display what is in the current file. If it looks good, click the Next button to go to the next step.

Eloqua Auto Sync

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Eloqua Auto Sync

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Eloqua Auto Sync

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Eloqua Auto Sync

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Eloqua Auto Sync

Now your Custom Object is all set to be automatically updated on your chosen frequency by automatically pulling in the file on your SFTP site.

If you have any questions or comments, just let us know.

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