Batch processing

Typically, Workato triggers deliver a single trigger event at a time. i.e. each trigger event results in one job. Batch processing triggers allow users to process groups of trigger events at a time i.e. a group of events results in one job. The group size is usually configurable with typical values between 1 and 500 depending on the app you are integrating with.

Batch processing can provide higher throughput when you are moving a large number of records from one app to another. To get high throughput you want to match batch triggers with batch actions. In addition, you can also increase throughput by increasing recipe concurrency.

Increasing throughput in Workato via different mechanisms Increasing throughput in Workato via different mechanisms

Batch processing triggers and actions are supported in certain connectors, such as database connectors (SQL Server, MySQL, etc.), cloud storage connectors that work with CSV files (e.g. Box, Amazon S3), Salesforce connector, etc.

Batch triggers

Batch triggers are similar to polling triggers in fetching trigger events. However, where polling triggers have trigger events corresponding to a single record, batch triggers have trigger events corresponding to a list of records. Maximum batch size can usually be defined in the trigger configuration.

Each poll will fetch up to the maximum batch size specified. When less records are available, the trigger event will have less records.

This group of records is made available as a list within the job.

Batch trigger example

The Salesforce batch trigger has a default value of 100. In this case, each trigger event will contain a maximum 100 account records.

Batch trigger Batch trigger with a batch size of 100

The job details for each trigger event will contain the specific details of only the first and last record in the list.

Batch trigger Job details - trigger output for a batch of new accounts in Salesforce

For example, when the following recipe was first started, 843 records were fetched from 1 Jan 2015, midnight PST. These records were broken up into 8 trigger events of 100 records each, and 1 trigger event of 43 records. The next poll, 5 minutes later, fetched only 2 new account records created.

Batch trigger Custom job report displaying account batches' details - names of first and last accounts in the batch, as well as batch size

Batch actions

Batch actions are typically of the form Create batch or Update batch or Upsert batch. Accordingly, these actions create a list of new records, update a list of existing records, or upsert (create if record doesn't exist, update if record exists) a list of records.

Batch create actions

Batch create actions create multiple records in a single action (typically corresponding to a single API call). Batch create actions usually accept a list of records as input, therefore typically recipes will:

  • move a list of records from source app to target app, or
  • prepare a list of records via building and accumulating data in a custom list, then moving that prepared list into the target app

Batch create action example

The following is an example scenario that imports new products from a Box CSV file into Salesforce via the Bulk insert action.

Example recipe using list input Example recipe using list input.

Actions that take lists as inputs will have a input field called Source list, which will only take in list pills. When these list input fields are selected, the datatree changes to offer only list pills. The Rows list object pill is mapped into the Salesforce product source list input field.

Example input source list Rows list object is mapped into the Salesforce products input source list

For the list object passed into the input source list, the list will be transferred from the source app to the target app, with the values being trasnferred based on the fields mapped in the recipe. The three inventory items will be moved from Box into Salesforce as products.

Mapping of list pills Mapping of list datapills to list input

The following shows the CSV file content.

CSV trigger output Trigger output details displaying lines within the CSV file

The action output in the job history shows that three products have been created accordingly in Salesforce.

Salesforce bulk insert via input list Salesforce bulk insert via list input

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