Community Contributed: Microsoft Excel to Salesforce Accounts and Contacts
detail.loadingPreview
This workflow syncs company and contact data from Microsoft Excel to Salesforce, creating or updating accounts and contacts.
🚀Ready to Deploy This Workflow?
About This Workflow
Overview
This workflow automates the process of importing company and contact information from a Microsoft Excel sheet into Salesforce. It reads data from a specified Excel workbook, processes it to identify new and existing accounts, and then creates or updates Salesforce Accounts and Contacts accordingly. This is a community-contributed template designed for efficient data synchronization.
Key Features
- Reads data from a Microsoft Excel worksheet.
- Searches for existing accounts in Salesforce based on company name.
- Creates new Salesforce accounts if not found.
- Updates existing Salesforce accounts.
- Removes duplicate company entries.
- Creates or updates Salesforce contacts based on email and company association.
- Handles error scenarios gracefully.
How To Use
- Prerequisites: Ensure you have n8n installed and configured with the necessary credentials for both Microsoft Excel and Salesforce.
- Credentials: Set up OAuth2 credentials for your Microsoft Excel account and Salesforce account in n8n.
- Excel Configuration: In the 'Microsoft Excel' node (
f73ed50e-8fa6-4baf-90d2-4167d1823d27):- Specify the correct
workbookID andrangethat contains your company and contact data. - Ensure the Excel sheet has columns for 'Company Name', 'Name' (for contacts), 'Last Name', 'First Name', and 'Email'.
- Specify the correct
- Salesforce Configuration: Ensure your Salesforce credentials are correctly set up.
- Trigger: The workflow is triggered manually using the 'On clicking 'execute'' node (
e67d505c-20a3-4318-ba6b-d73db55e88e4). - Execution: Click the 'Execute Workflow' button in n8n. The workflow will read the Excel data, process it, and update your Salesforce instance.
- Review: Monitor the workflow execution logs for any errors or successful operations.
Apps Used
Workflow JSON
{
"id": "08c6e8ab-f41c-4a57-8dad-7f61ca90999c",
"name": "Community Contributed: Microsoft Excel to Salesforce Accounts and Contacts",
"nodes": 0,
"category": "CRM/Data Integration",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 08c6e8ab-f41c...
About the Author
Free n8n Workflows Official
System Admin
The official repository for verified enterprise-grade workflows.
Statistics
Verification Info
Related Workflows
Discover more workflows you might like
Telegram Profanity & Toxicity Filter
This n8n workflow automatically monitors incoming Telegram messages for profanity and toxic language. It leverages Google's Perspective API to analyze message content, and if a message is deemed inappropriate, the workflow sends an automated warning response back to the sender.
Convert Any Webpage to PDF and Save Locally
This n8n workflow provides a simple way to convert any public webpage URL into a PDF document. Once converted, the PDF file is automatically saved to your local disk, making it easy to archive or share web content offline.
Universal CSV to JSON API Converter
Effortlessly transform CSV data into structured JSON with this versatile n8n workflow. Integrate it into any application as a custom API endpoint, supporting various input methods including file uploads and raw text.
Automated Multi-Platform Influencer Discovery & Qualification
This powerful n8n workflow automates the entire process of discovering, scoring, and qualifying ideal influencers across Instagram, TikTok, and YouTube for your marketing campaigns. Streamline your talent acquisition by leveraging custom criteria and a sophisticated scoring algorithm.
Automate DOCX to PDF Conversion and Save Locally
This workflow automates the process of converting a Microsoft Word DOCX file to a PDF document. It downloads a source DOCX file, uses ConvertAPI to perform the conversion, and then saves the resulting PDF file directly to your local disk.
Robust Concurrency Control for n8n Workflows with Redis
Prevent simultaneous execution of critical n8n workflows or tasks using a centralized, Redis-backed locking mechanism. This reusable utility workflow ensures data integrity and resource management by allowing other workflows to acquire, check, and release locks.