Community Contributed: Microsoft Excel to Salesforce Accounts and Contacts
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This workflow syncs company and contact data from Microsoft Excel to Salesforce, creating or updating accounts and contacts.
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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.
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ID: 08c6e8ab-f41c...
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