Do you need to mass import Salesforce records from an Excel spreadsheet? XL-Connector offers a simple solution for data loading in Salesforce.

Follow these easy steps to create new records in Salesforce.

Let’s say we want to upload a list of contacts to our Salesforce org.

1. Select your values in Excel so that it spans across all rows and click ‘Insert’ in the XL-Connector ribbon.We can insert selected rows or all rows.

2. A dialog box will be displayed. Here we need to select the object we’re loading records into. In this case the object is Contact.

3. Then, we map our Excel columns to fields in Salesforce by dragging fields from the top table and dropping them on the columns in the bottom table.

4. You don’t need to have all the record Ids when establishing relationships to other records through Master-detail and Lookup fields. XL-Connector will lookup the correct records based on Name, Email, Phone number, External Id, or any other text field that has unique values in Salesforce.

Now, we can click Insert and contacts will be loaded into Salesforce under the corresponding accounts we’ve defined on our sheet.

Note that XL-Connector provides the ID numbers for the newly created records to the right of your original spreadsheet rows, one column over. In case a record could not be inserted, an error message will also be displayed to the right of the specific row.

It is also possible to populate any column (or multiple columns) with the ids of the created records right inside of the data, not only in the results area.


Save the operation as a Flow step once and forget: The Insert function and its mappings are saved in the spreadsheet as a Flow Step, so it can be used to let your Team Player users update data in Salesforce just by clicking on the Run Flow button. We will see the success message one column over.

#Salesforcemassimports #Salesforcedataloader #Salesforceimports #excel

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