Import Excel to Salesforce Automatically
Looking to import data from Excel to Salesforce?
Advanced ETL Processor Enterprise provides everything you need to automate the data import without writing custom scripts. Visually map and transform your fields, then run the Import immediately or schedule it to repeat automatically.
Salesforce’s built-in import tools can be limited for large or recurring Excel updates. With Advanced ETL Processor, you can build reusable, scheduled imports that map Excel data into any Salesforce object. This is ideal for marketing lists, customer data migration, bulk updates, and CRM integrations.
Watch the Process
Watch a general data-import walkthrough showing how to connect databases, map fields, and run an import in Advanced ETL Processor.
Step-by-Step: Import Excel into Salesforce
- Open Advanced ETL Processor Enterprise
- Create a Salesforce connection using your API credentials or OAuth token. You can connect to Salesforce Production or Sandbox environments.
- Create a Directory connection that points to the folder containing your Excel file(s).
- Create a new Transformation:
- Right-click in the Transformation group and select New
- Delete the default Validator object to simplify your workspace.
- Configure the Data Reader:
- Choose the Excel source (.xls or .xlsx)
- Select the worksheet, table, or named range
- Use file masks like
*.xlsxfor multi-file automation
No data cleaning required - the tool supports importing from multiple sheets and dynamic file names.
- Edit the Data Writer:
- Select the Salesforce connection
- Choose the Salesforce object to import into (e.g., Lead, Contact, Opportunity, Custom Object)
- Map Fields:
- Open the Transformer object
- Drag-and-drop or AutoMap Excel fields to Salesforce fields
- Apply transformations such as text trimming, formatting, and date conversion
- Execute the Import:
- Click Execute to send the data to Salesforce via API
- Check logs for successful insertions or updates, and review any errors or skipped rows
- Automate the Job:
- Use the built-in scheduler to import Excel files into Salesforce on a daily, hourly, or event-based trigger
Useful links for this import
Start with the Advanced ETL Processor Enterprise overview, then download the fully functional 30-day trial. The import-data hub lists the other Excel import workflows.
FAQ
Can Advanced ETL Processor import Excel to Salesforce?
Yes. Advanced ETL Processor can read Excel, map fields, validate data, write to Salesforce, and log the import.
Do I need to write scripts for the import?
No scripting is required for the normal import workflow. You can configure the reader, writer, mapping, validation, and schedule visually.
Can the Excel import run on a schedule?
Yes. The package can run on a schedule, process matching Excel files, archive originals, and write rows to Salesforce with the same validation rules each time.
Can imported data be transformed before loading?
Yes. You can clean values, convert data types, calculate fields, split columns, and apply lookup rules before writing to the target.
Can bad rows be logged or rejected?
Yes. Add validation rules so rejected rows, failed files, row counts, and error details are visible after each run.
What should I check before the first production import?
Check source layout, target table, key fields, data types, date formats, write mode, archive folder, and failure handling.
When should I not automate the import yet?
Do not automate it until the source layout, target table, key fields, and bad-row handling are clear. Automation repeats rules; it does not invent them.
Can I test the import before buying?
Yes. Download the fully functional 30-day trial, build one small import, and test it with a deliberately awkward sample file.
Automate Your Excel-to-Salesforce Imports
Download the fully functional 30-day trial and build your first import using your own Excel and Salesforce databases.
Direct download. No registration required.