Export products from AppDirect to upload to Salesforce

Prerequisites

• Configure outbound authentication
• Configure inbound authentication
• Configure single sign-on

To use the connector to build and finalize an opportunity in Salesforce, you must import marketplace products and pricing information into Salesforce. This topic describes how to generate a report on your platform to fill in Price Book details in Salesforce.

Create and export a Products report from AppDirect

1. From AppDirect, go to Manage > Marketplace > Reports > Reports > Create Report.
2. From the dialog, enter or select the following values:

   Field	Value
   Template Name	Marketplace Products
   Customize Report Fields	Customize Report
   Report Filters	Do not use report filters
   Report Scheduling	Create report immediately and then from the drop down select: Report Date Range: All Time This includes the data from the time the reporting began, including the report start date.
   Choose Fields	Select the following: Product Name Product ID Product UUID Edition UUID Developer List Price - USD Payment Plan UUID Pricing Unit

3. Click Create Report.
4. In the row that contains the report that you want to download, click the Options gear icon and then select Download from the drop-down list. The report is downloaded to your Downloads folder.

Import product and price books entries to Salesforce

Product and Price Book setup

1. In the Salesforce App Launcher, search for "Price Books" and then click the Price Books link.
2. On the Price Book home page, click New.
3. Enable Active.

Create a CSV file for importing products

1. From the products report exported from AppDirect, remove products that should not be uploaded to Salesforce.
2. Create a CSV with the following column headers and map the corresponding values:

   AppDirect Field	Salesforce Field
   Product Name	Name
   Product UUID	AppDirect Product ID
   Product ID	AppDirect Marketplace ID
   Edition UUID	AppDirect Edition ID

3. Include the Active field/column and mark all rows as “True” for Active.
4. Save the Products sheet as a CSV.

Import Products into Salesforce

Using the Salesforce Data Loader tool, upload the products into the Salesforce organization.

• View the Salesforce Data Loader page on Salesforce Developer Center.
• Watch the How to load products with Data Loader video.

Create a CSV file for importing Price Book Entries

Add additional Price Book Entry related fields/details exported from AppDirect into the Price Book Entry template.

1. In the Price Book Entry template, paste the following fields associated with the Product Name from the products fields exported from AppDirect:

   AppDirect Field	Salesforce Field
   Developer List Price - USD	List Price (UnitPrice)
   Payment Plan ID	AppDirect Payment Plan Id
   Pricing Unit	AppDirect Price Unit

2. In Salesforce go to the Standard Price Book record and copy its record ID. For example, https://[org_name].lightning.force.com/lightning/r/Pricebook2/01s4x000006S340AAC/view
   In that example, the record ID is 01s4x000006S340AAC.
3. In the Price Book Entry Template, for the Price Book ID column, paste the ID value for each product.
4. Add the associated Salesforce record ID for each product.
   For example, https://[org_name].lightning.force.com/lightning/r/Product/01t4x000002rOy0AAE/view.
   In that example, the record ID is 01t4x000002rOy0AAE.

Import Price Book entries to Salesforce

Use the Salesforce Data Loader tool to upload the Price Book Entries into the Salesforce organization.For more information, see Add new product prices in Price Books with Data Loader.

Validate the products that have associated Price Book Entries in Salesforce

After uploading the products then their associated Price Book Entries, validate to ensure the Price Book Entries are added to the Standard Price Book and to their associated products.

What's next?

Create flows