/
Import Configuration for Salesforce Importer

Import Configuration for Salesforce Importer

1. Build Objects/Attributes

After completing the Source and Destination configurations, it's time to create Object Types and their relationships based on the Salesforce Data Model.

You can also choose to enable or disable Object Schema Sharing.

Pro Tip: Many of our customers create references from other Object Schemas and need access to the Salesforce Data. We recommend enabling Object Schema Sharing.

 

Review the options and click the Build Objects/Attributes button.

image-20250317-123045.png

 

This step only needs to be completed once. Once the build is successful, you won’t need to repeat it. If this step has already been completed, a message will appear confirming it.

 

You may check your new Object Schema now and make sure the Object Types and Attributes are successfully created.

 

salesforce_schema_2.png

2. Test and Full Imports

You can test the configuration by clicking the Test Import button. This will import the first 100 Salesforce records into your Object Schema. This way, you will have the chance to validate that:

  • Salesforce credentials have been verified as accurate, and the necessary permissions have been granted.

  • Jira credentials have been confirmed to be correct.

  • The Object Schema has been configured successfully without any issues.

After the test runs, wait a few minutes for the process to complete, then check your Object Schema.

To monitor the progress, click the Check Import Status button to view the import execution status.

image-20250317-123120.png

If you are happy with the results of the test run, please run a manual full import.

Pro Tips:

  • Under the Admin tab, you can choose which data types to import, allowing you to minimize the volume of data transferred to your Assets.

  • Please be aware that importing a large number of Salesforce records may require significant time. We recommend conducting tests during off-peak hours when JSM Assets experiences lower usage.

  • Avoid clicking the Test Import and Full Import buttons consecutively without allowing the first process to finish, as JSM Assets does not support simultaneous imports.

3. Schedule

You have 4 options for the scheduling

image-20250317-123149.png

Pro Tip:

  • We recommend starting with a manual import by clicking the “Full Import” button to measure the import duration.

    If the full import takes an extended amount of time (e.g., over an hour), or if multiple imports are scheduled simultaneously in your JSM Site, hourly scheduling may not be ideal. In such cases, we suggest using Daily scheduling, which is the most commonly used import schedule among JSM customers.

Important Note: Daily Imports

Daily imports are typically scheduled during late-night hours (00:00-06:00), when the system is under lighter load. However, keep in mind that these hours are also used by Atlassian for JSM/Assets version updates. If there's a conflict, the import process may fail, and you will see an error message in your logs.

To ensure smooth operation, check your import flow daily and enable the Notify Me feature to receive alerts if an error occurs. We highly recommend reviewing the Operational Tips provided on the following page: Operations