Salesforce + FTP made easy.
MESA is the easiest way to create Salesforce and FTP integrations so you can automate any work - no code required.
MESA empowers you to build any solution. Scale faster and more efficiently than ever before. When you're able to build your ideas, you're free to explore unique ways to expand your role and business. What will you make today?
When this happens in Salesforce…
Do this with FTP by MESA…
How does FTP work with Salesforce?
With Salesforce and FTP by MESA integrations, you can get more done in days, not months. Automate the work that solves your everyday problems and the challenges currently holding back your progress.
Real-time Inventory Updates
Syncing Shopify with an FTP server can enable real-time updates to inventory data. If you manage multiple channels, this will ensure consistency across platforms, reducing overselling risks.
Enhanced Order Processing
Automated order processing can be facilitated by transferring order details between Shopify and your fulfillment center through FTP. This streamlines operations and enables faster shipping.
Bulk Product Management
Upload or update large product catalogs easily by connecting Shopify with an FTP server. This bulk transfer minimizes the chances of human error and is often more efficient than manual updates.
Secure Data Transfer
FTP servers can be configured with secure protocols, ensuring that sensitive information such as customer data or financial details is transferred securely between Shopify and other systems.
Backup Solutions
By connecting Shopify to an FTP server, you can set up automatic backups of important store data. This creates a reliable safety net in case of unexpected data loss.
Compliance Management
For businesses with specific regulatory requirements, an FTP server connection can ensure that file transfers meet the necessary compliance standards, aiding in audit readiness.
Improved Collaboration
When working with multiple suppliers, an FTP server facilitates smoother collaboration. Share product information, order details, and inventory levels, keeping all parties informed.
Operation Scalability
As your store grows, the connection with an FTP server ensures that you can easily scale your operations without significant changes to the existing structure.
Solve more business-critical tasks
MESA helps you simplify your operations into efficient workflows that run immediately when the work happens. More ideas are now possible and more challeneges can be solved through the power of no-code automation solutions.
Loved by 1k+ brands using Shopify & Shopify Plus.
How to connect Salesforce to FTP
Connecting Salesforce to FTP has never been easier. With MESA, making complex integrations between Salesforce and FTP by MESA only takes a few minutes — no code required. Automate basic data entry or connect the systems that run your business. Solve more business-critical problems with MESA and accomplish more with less resources.
- First, create a new workflow in MESA.
Workflows are simply the steps of an automation that runs automatically.
- Next, pick one of the apps as a trigger step - this will start your workflow.
This is what kicks off your automation to run automatically.
- Then, choose an action step from another app for unique customization.
This is where the magic happens. 🪄
- Lastly, personalize the data being sent from one app to another.
Use the various fields within each stel to personalize your workflow. Test your automation to ensure everything is running properly.
- Finished!
Just turn on this Salesforce to FTP workflow and MESA will start doing this work for you. Look at you embracing the automation lifestyle!
Build your own Salesforce FTP by MESA workflows using these steps
Quickly make any workflow between two or more apps.
These are triggers. They're what start your workflow to run automatically. Use any of these trigger steps to start your workflow when…
- Fetch CSV File
- Fetch a CSV file that matches a pattern from a FTP server.
- Fetch XML File
- Fetch a XML file that matches a pattern from a FTP server.
- Fetch FTP File
- Fetch a file that matches a pattern from a FTP server.
- Account Created
- Starts when an account is created.
- Account Updated
- Starts when an account is modified.
- Contact Created
- Starts when a contact is created.
- Contact Updated
- Starts when a contact is modified.
- Lead Created
- Starts when a lead is created.
- Lead Updated
- Starts when a lead is modified.
- Lead Converted
- Starts when a lead is converted.
- Opportunity Created
- Starts when an opportunity is created.
- Opportunity Updated
- Starts when an opportunity is modified.
- Order Created
- Starts when an order is created.
- Order Updated
- Starts when an order is modified.
- Pricebook Entry Created
- Starts when a pricebook entry is created.
- Pricebook Entry Updated
- Starts when a pricebook entry is modified.
- Product Created
- Starts when a product is created.
- Product Updated
- Starts when a product is modified.
- Custom Created
- Starts when a custom is created.
- Custom Updated
- Starts when a custom is modified.
These are actions. Workflows can multiple actions to make personalized integrations. Use any of these action steps to make your workflow do…
- Save FTP file
- Save a file to a FTP server.
- Create Account
- Start a new account.
- Retrieve Account
- Grab all details about the account.
- Update Account
- Modify an account.
- Create or Update Account
- Create or modify an account.
- Delete Account
- Remove an account.
- Query Single Account
- Search for a single account.
- Query Multiple Accounts
- Search for multiple accounts.
- Create Contact
- Start a new contact.
- Retrieve Contact
- Grab all details about the contact.
- Update Contact
- Modify a contact.
- Create or Update Contact
- Create or modify a contact.
- Delete Contact
- Remove a contact.
- Query Single Contact
- Search for a single contact.
- Query Multiple Contacts
- Search for multiple contacts.
- Create Lead
- Start a new lead.
- Retrieve Lead
- Grab all details about the lead.
- Update Lead
- Modify a lead.
- Create or Update Lead
- Create or modify a lead.
- Delete Lead
- Remove a lead.
- Query Single Lead
- Search for a single lead.
- Query Multiple Leads
- Search for multiple leads.
- Create Opportunity
- Start a new an opportunity.
- Retrieve Opportunity
- Grab all details about the opportunity.
- Update Opportunity
- Modify an opportunity.
- Create or Update Opportunity
- Create or modify an opportunity.
- Delete Opportunity
- Remove an opportunity.
- Query Single Opportunity
- Search for a single opportunity.
- Query Multiple Opportunities
- Search for multiple opportunities.
- Create Opportunity Product
- Start a new opportunity product.
- Retrieve Opportunity Product
- Grab all details about the opportunity product.
- Update Opportunity Product
- Modify an opportunity product.
- Create or Update Opportunity Product
- Create or modify an opportunity product.
- Delete Opportunity Product
- Remove an opportunity product.
- Query Single Opportunity Product
- Search for a single opportunity product.
- Query Multiple Opportunity Products
- Search for multiple opportunity products.
- Create Order
- Start a new an order.
- Retrieve Order
- Grab all details about the order.
- Update Order
- Modify an order.
- Create or Update Order
- Create or modify an order.
- Delete Order
- Remove an order.
- Query Single Order
- Search for a single order.
- Query Multiple Orders
- Search for multiple orders.
- Create Order Product
- Start a new order product.
- Retrieve Order Product
- Grab all details about an order product.
- Update Order Product
- Modify an order product.
- Create or Update Order Product
- Create or modify an order product.
- Delete Order Product
- Remove an order product.
- Query Single Order Product
- Search for a single order product.
- Query Multiple Order Products
- Search for multiple order products.
- Create Pricebook Entry
- Start a new a pricebook entry.
- Retrieve Pricebook Entry
- Grab all details about the pricebook entry.
- Update Pricebook Entry
- Modify a pricebook entry.
- Create or Update Pricebook Entry
- Create or update a pricebook entry.
- Delete Pricebook Entry
- Remove a pricebook entry.
- Query Single Pricebook Entry
- Search for a single pricebook entry.
- Query Mutiple Pricebook Entries
- Search for multiple pricebook entries.
- Create Product
- Start a new a product.
- Retrieve Product
- Grab all details about the product.
- Update Product
- Modify a product.
- Create or Update Products
- Create or modify a product.
- Delete Product
- Remove a Product.
- Query Single Product
- Search for a single product.
- Query Multiple Products
- Search for multiple products.
- Create Custom
- Start a new a custom.
- Retrieve Custom
- Grab all details about the custom.
- Update Custom
- Modify a custom.
- Create or Update Custom
- Create or modify a custom.
- Delete Custom
- Remove a custom.
- Query Single Custom
- Search for a single custom.
- Query Multiple Customs
- Search for mutiple customs.
One-day Workflow Wizards
Not interested in learning another app? Oooh, we get it. Alternatively, turn to a fast, efficient team who is all about getting your perfect workflow up and running in a flash. That's us by the way. In case that wasn't clear.
- Tell us about your workflow. Reach out and explain all the nuances to the challenges you're currently facing. Whether it's repetative tasks, keeping business systems in sync or creating new shopping experiences for your customers, our experts will listen
- We'll make it in 1 business day. Our experts will hand-craft the workflows to meet your exact needs. They'll setup each the automation on your store with each step configured to match your requirements so all you have to do is turn it on.
- Boom! Problem solved. Sit back and relax knowing you have MESA reliably handling this work automatically. Start exploring more ways to strealine your efforts and enjoy the automation lifestyle! 🚀
Learn more about FTP by MESA integrations
Be sure to check out our Shopify automation blog. We cover popular topics to help you better manage your work on Shopify through definitie guides, step-by-step tutorials, merchant success stories and more.
Connect FTP Inventory Feed To Update Shopify Products
Shopify Growth • 12 minLearn how to update your Shopify product inventory using an FTP inventory feed and always keep your store's inventory levels accurate.
Installing The FTP Inventory Sync Workflow Template
Automation Demo • 3 minIn this demo, we'll walk you through using FTP to sync your product inventory automatically with your Shopify store.
How to Send a Shopify Customer to a Salesforce Contact
Shopify Growth • 10 minMESA is the quickest way to connect Shopify to Salesforce. It comes with pre-built integration with Salesforce to Shopify, making it easy.
Avoid The Most Common Shopify to Salesforce Mistakes
Shopify Growth • 10 minNavigate Shopify Salesforce integration with confidence by learning how to avoid common mistakes.
Why choose Salesforce CRM to integrate with your Shopify Store?
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A HandsOn solution to achieving a single source of truth
Customer Story • 5 minThe biggest advantage HandsOn has seen so far is how easily they’ve been able to sync thousands of records in Salesforce.
Best CRMs for Shopify Stores
Shopify Growth • 13 minFind the right Shopify CRM to gain a better understanding of your customers, reduce labor costs, and improve your retention strategy.