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How to Automate content upload to Veeva CRM?

I have a content creation tool whose output package structure is same as that of Keymessage media file zip. How can I automate the upload of content to Veeva CRM?

6 comments

  • Avatar
    Jeff R Official comment

    Hi,

    Once packaged, you can use an FTP to upload content. See our CRM Help Documentation: Uploading Content using FTP

    Thanks,

    Jeff

  • Avatar
    Infosys Team

    Hi Jeff,

    I have a query on the veeva FTP server.

    I am trying to connect the FTP server from my organization, however the FTP service is blocked from organization and not able to connect. Instead they open up Secure FTP only. So I would like to know whether the existing Veeva FTP server is Secure FTP ? If not, whats the possibility of getting a secure FTP server?

    Out Vault Env ID: 8778 and FTP url is :https://crm-04-ftp-us.veevacrm.com

     

    Thanks.

  • Avatar
    Jeff R

    Hello,

    The TCP ports that are allowed when uploading Content using FTP and must be allowed outbound by any local or network firewalls:

    TCP Ports 2021 (Not 22) /  TCP Range 56000-56100

    We support FTP over TLS/SSL.

    Thanks,
    Jeff

     

     
  • Avatar
    Infosys Team

    We are trying to upload the media file using FTP. However I am not able to view the presentation in Veeva CRM. I followed the steps in the documentation. Created the CLM Presentation, Key message in Salesforce. Then I tried to upload the media file zip.

    .ctl file is:

    USER=CLM04@infosys.com.in
    PASSWORD=xxxx
    EMAIL=user@abc.com
    FILENAME=AVKeymsg.zip
    CLM_ID_vod__c=VeevaCLM
    Name=AV Press
    Product_vod__c=AVProduct
    Description_vod__c=FTP Test

    I am confused with CLM_ID_vod__c. Is it the CLM Presentation id?

  • Avatar
    Infosys Team

    Hi Jeff,

    Is there any other way than FTP, through which i can automate the key message upload process? 

    Is it possible through veeva vault APIs? If so, could you please let us know the values for parameters like type__v, lifecycle__v that we need to use when uploading a key message to vault

     

    Thanks.

     

  • Avatar
    Jeff R

    Hi,

    The CLM_ID_vod__c field is on the Key Message for the slide corresponding to this key message. It does not need to be the SFDC ID.

    For the Vault API questions, please reach out in your ticket 437996 and Vault Support will be able to assist you further.

    Regards,
    Jeff

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