How to pipe Salesforce Pardot Data to CSV in PowerShell

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

Creating a Connection to Your Salesforce Pardot Data

Salesforce Pardot supports connecting through API Version, Username, Password and User Key.

• ApiVersion: The Salesforce Pardot API version which the provided account can access. Defaults to 4.
• User: The Username of the Salesforce Pardot account.
• Password: The Password of the Salesforce Pardot account.
• UserKey: The unique User Key for the Salesforce Pardot account. This key does not expire.
• IsDemoAccount (optional): Set to TRUE to connect to a demo account.

Accessing the Pardot User Key

The User Key of the current account may be accessed by going to Settings -> My Profile, under the API User Key row.

$conn = Connect-SalesforcePardot -ApiVersion "$ApiVersion" -User "$User" -Password "$Password" -UserKey "$UserKey"

Selecting Data

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

Select-SalesforcePardot -Connection $conn -Table Prospects | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\myProspectsData.csv -NoTypeInformation

You will notice that we piped the results from Select-SalesforcePardot 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.

The Connection, Table, and Columns are appended to the results in order to facilitate piping results from one of the CData Cmdlets directly into another one.

Deleting Data

The following line deletes any records that match the criteria:

Select-SalesforcePardot -Connection $conn -Table Prospects -Where "ProspectAccountId = 703" | Remove-SalesforcePardot

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 Pardot, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MyProspectsUpdates.csv | %{
 $record = Select-SalesforcePardot -Connection $SalesforcePardot -Table Prospects -Where ("Id = `'"+$_.Id+"`'")
 if($record){
 Update-SalesforcePardot -Connection $salesforcepardot -Table Prospects -Columns ("Id","Email") -Values ($_.Id, $_.Email) -Where ("Id = `'"+$_.Id+"`'")
 }else{
 Add-SalesforcePardot -Connection $salesforcepardot -Table Prospects -Columns ("Id","Email") -Values ($_.Id, $_.Email)
 }
}

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!