{"id":17585011,"url":"https://github.com/tommeier/crm_salesforce_importer","last_synced_at":"2025-08-18T12:14:49.064Z","repository":{"id":717816,"uuid":"364907","full_name":"tommeier/crm_salesforce_importer","owner":"tommeier","description":"Salesforce to Fat Free CRM importer","archived":false,"fork":false,"pushed_at":"2009-11-08T21:58:02.000Z","size":108,"stargazers_count":5,"open_issues_count":0,"forks_count":2,"subscribers_count":2,"default_branch":"master","last_synced_at":"2025-07-04T11:03:42.491Z","etag":null,"topics":[],"latest_commit_sha":null,"homepage":"http://github.com/tommeier/crm_salesforce_importer","language":"Ruby","has_issues":true,"has_wiki":null,"has_pages":null,"mirror_url":null,"source_name":"michaeltyson/TPKeyboardAvoiding","license":"mit","status":null,"scm":"git","pull_requests_enabled":true,"icon_url":"https://github.com/tommeier.png","metadata":{"files":{"readme":"README.rdoc","changelog":null,"contributing":null,"funding":null,"license":"MIT-LICENSE","code_of_conduct":null,"threat_model":null,"audit":null,"citation":null,"codeowners":null,"security":null,"support":null}},"created_at":"2009-11-08T03:16:40.000Z","updated_at":"2014-12-19T20:20:57.000Z","dependencies_parsed_at":"2022-07-05T11:04:32.914Z","dependency_job_id":null,"html_url":"https://github.com/tommeier/crm_salesforce_importer","commit_stats":null,"previous_names":[],"tags_count":0,"template":false,"template_full_name":null,"purl":"pkg:github/tommeier/crm_salesforce_importer","repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/tommeier%2Fcrm_salesforce_importer","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/tommeier%2Fcrm_salesforce_importer/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/tommeier%2Fcrm_salesforce_importer/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/tommeier%2Fcrm_salesforce_importer/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/tommeier","download_url":"https://codeload.github.com/tommeier/crm_salesforce_importer/tar.gz/refs/heads/master","sbom_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/tommeier%2Fcrm_salesforce_importer/sbom","scorecard":null,"host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":270989468,"owners_count":24680751,"icon_url":"https://github.com/github.png","version":null,"created_at":"2022-05-30T11:31:42.601Z","updated_at":"2022-07-04T15:15:14.044Z","status":"online","status_checked_at":"2025-08-18T02:00:08.743Z","response_time":89,"last_error":null,"robots_txt_status":"success","robots_txt_updated_at":"2025-07-24T06:49:26.215Z","robots_txt_url":"https://github.com/robots.txt","online":true,"can_crawl_api":true,"host_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub","repositories_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories","repository_names_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repository_names","owners_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners"}},"keywords":[],"created_at":"2024-10-22T02:23:50.556Z","updated_at":"2025-08-18T12:14:49.030Z","avatar_url":"https://github.com/tommeier.png","language":"Ruby","funding_links":[],"categories":[],"sub_categories":[],"readme":"=== Importer Plugin for Fat Free CRM\n\nThis plugin is a simple way to import data from mapped sources. Initially just for SalesForce -\u003e Fat Free CRM \nFor more information about Fat Free CRM visit http://github.com/michaeldv/fat_free_crm/tree/master\n\n=== Prerequisites\n\nTo obtain the correct info from salesforce:\n\n    * Go to https://login.salesforce.com, and login.\n    * Grab the following from Salesforce's web UI\n          o Ensure your user has API access\n          o Your Enterprise API WSDL - Click \"Setup\", \"Develop\" \u003e\u003e \"API\" \u003e\u003e \"Generate Enterprise WSDL\"\n          o Your API Token Reset if needed - \"Setup\", \"My Personal Info\" \u003e\u003e \"Reset My Security Token\"\n    * Copy the WSDL file you downloaded to config/wsdl.xml\n    \nThis version of the importer utilises DataMapper and the associated plugins.\nPlease ensure the correct gems are installed and add this to your config/environment.rb : \n\t  * config.gem \"dm-core\", :version =\u003e '=0.9.11'\n\t  * config.gem \"dm-salesforce\", :version =\u003e '=0.9.12'\n\t\nAdd the following files (used for defining salesforce connection and objects used for import):\n\tconfig/salesforce/salesforce.yml\n\tconfig/salesforce/wsdl.xml\n\t\nSetup your salesforce.yml file in the following way with your details :\n\n    salesforce:\n      username: your_user@domain.com\n      password: your_password\n      security_token: full_security_token\n\n\nUpdate CRM fields to ensure the field size are the correct sizes. Some examples:\n  User.username #FFCRM is only 32, suggest a change to at least 64\n\n\t\n=== Installation\n\nThe plugin installs just like any Ruby on Rails plugin packaged as git.\nAssuming that you have Fat Free CRM up and running:\n\n  $ ./script/install plugin git://github.com/tommeier/crm_salesforce_importer.git\n\nThe plugin will be installed in vendor/plugins/crm_salesforce_importer directory.\n\n=== How To\n\nTo generate an 'estimate' of your DataMapper objects based upon your SalesForce setup (including custom columns), run the following:\n\n  * Salesforce::WsdlProperties.generate\n\nThis will generate a file : tmp/sales_force_import/dm_mapped_objects.rb for you to review and then override the plugin however you see fit.\nI strongly advise looking through the import process in salesforce.rb to ensure the right columns and data is mapped correctly. In many cases you will\nneed to retro-fit FFCRM to include additional fields and add the mapping to the import. \n  Note - Overwrite the lib/data_mapper/dm_mapped_objects.rb file - I haven't cleaned it to a generic SalesForce mapped objects set yet.\n\nTo import Salesforce information into Fat Free CRM. Run the following command:\n\n  * Salesforce.import\n\nor from rake:\n\n  * rake fatfree:importer:import_salesforce\n\n== Miscellaneous commands\n\n- Create connection:\n  * Salesforce::DmConnection.new\n\n- Access Objects:\n  * DataMapper::Objects::Account.first\n\nTo import SalesForce information into Fat Free CRM. Run the following commands:\n\n=== TODO\n  - Update the properties generator to correctly use belongs_to and has_many relationships. (Awaiting dm-salesforce to be updated to datamapper 10.*)\n  - Extensive tests across the importer (use FakeWeb when I have access to an example SOAP salesforce response)\n  - Allow passed custom columns (currently manually changing the properties in the methods)\n  - Use mapped columns hash and loop accordingly instead of using seperate method for each major object\n  - Handle more salesforce objects\n  - Work out better way to insert comments/notes without having to monkey patch the after_create filter\n  - Extend notes --\u003e comments for searching additional objects (import_notes, salesforce.rb) \n  - Strip dm_mapped_objects.rb to a generic copy of salesforce with no custom fields\n  \n=== Credits\n\nFat Free CRM - http://github.com/michaeldv/fat_free_crm/tree/master\nDatamapper Core - http://github.com/datamapper/dm-core/\nDatamapper Salesforce - http://github.com/halorgium/dm-salesforce/\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Ftommeier%2Fcrm_salesforce_importer","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Ftommeier%2Fcrm_salesforce_importer","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Ftommeier%2Fcrm_salesforce_importer/lists"}