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Data Flows

Guidance on creating and running Plauti Server Data Flows to bulk import files, check duplicates, export data, map fields, and monitor results in Salesforce or Dynamics.

Data Flows in Plauti Server

Learn how to create and run Data Flows in Plauti Server to bulk-import files, check Salesforce duplicates, export Salesforce data, and save field mappings.

Import Data in Bulk via Plauti Server

Import CSV or Excel files of any size into Salesforce or Dynamics with Plauti Server, map fields, check Salesforce duplicates, save mappings, and monitor results with detailed logs.

Export Data in Bulk via Plauti Server

Learn to create and run Plauti Server Data Flows that export complete or filtered Salesforce objects, selected related fields, and download the resulting CSV file.