Pipe Salesforce Marketing Data to CSV in PowerShell

The CData Cmdlets Module for Salesforce Marketing is a standard PowerShell module offering straightforward integration with Salesforce Marketing. Below, you will find examples of using our SFMarketingCloud Cmdlets with native PowerShell cmdlets.

Creating a Connection to Your Salesforce Marketing Data

Authenticating to the Salesforce Marketing Cloud APIs

Set the User and Password to your login credentials, or to the credentials for a sandbox user if you are connecting to a sandbox account.

Connecting to the Salesforce Marketing Cloud APIs

By default, the data provider connects to production environments. Set UseSandbox to true to use a Salesforce Marketing Cloud sandbox account.

The default Instance is s7 of the Web Services API; however, if you use a different instance, you can set Instance.

$conn = Connect-SFMarketingCloud  -User "$User" -Password "$Password"

Selecting Data

Follow the steps below to retrieve data from the Subscriber table and pipe the result into to a CSV file:

Select-SFMarketingCloud -Connection $conn -Table Subscriber | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\mySubscriberData.csv -NoTypeInformation

You will notice that we piped the results from Select-SFMarketingCloud into a Select-Object cmdlet and excluded some properties before piping them into an Export-Csv cmdlet. We do this because the CData Cmdlets append Connection, Table, and Columns information onto each "row" in the result set, and we do not necessarily want that information in our CSV file.

Deleting Data

The following line deletes any records that match the criteria:

Select-SFMarketingCloud -Connection $conn -Table Subscriber -Where "EmailAddress = john.doe@example.com" | Remove-SFMarketingCloud

Inserting and Updating Data

The cmdlets make data transformation easy as well as data cleansing. The following example loads data from a CSV file into Salesforce Marketing, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MySubscriberUpdates.csv | %{
  $record = Select-SFMarketingCloud -Connection $SFMarketingCloud -Table Subscriber -Where ("Id = `'"+$_.Id+"`'")
  if($record){
    Update-SFMarketingCloud -Connection $sfmarketingcloud -Table Subscriber -Columns ("Id","Status") -Values ($_.Id, $_.Status) -Where ("Id = `'"+$_.Id+"`'")
  }else{
    Add-SFMarketingCloud -Connection $sfmarketingcloud -Table Subscriber -Columns ("Id","Status") -Values ($_.Id, $_.Status)
  }
}

As always, our goal is to simplify the way you connect to data. With cmdlets users can install a data module, set the connection properties, and start building. Download Cmdlets and start working with your data in PowerShell today!