Import company and contact records from Excel into Salesforce with one click. The flow checks if a company already exists, creates new accounts when needed, and upserts contacts by email so your CRM stays current. Ideal for sales operations teams moving spreadsheet lists into Salesforce fast.

On run, it reads rows from a Microsoft Excel worksheet, then searches Salesforce for each company name. New companies are deduped and turned into Accounts. A decision step routes existing companies, adds the Salesforce Account ID to their rows, and renames it for easy mapping. Both paths merge so every contact carries the right Account ID. Contacts are then upserted in Salesforce using email as the unique key with first and last name mapped.

You will need working connections to Microsoft Excel and Salesforce. Prepare an Excel sheet with columns Company Name, First Name, Last Name, and Email. Expect faster imports and cleaner data with less manual effort. Great for uploading event attendee lists, partner lists, or vendor contacts directly into the CRM.

• Manual run control so you decide when to import
• Reads a defined worksheet range from Microsoft Excel
• Searches Salesforce Accounts by company name using a precise query
• Removes duplicate company names before creating new Accounts
• Uses a decision step to route existing versus new companies
• Merges records by company name to carry the correct Account ID
• Upserts Salesforce Contacts by email and maps first and last name
• Renames Salesforce Id to Account ID for simple field mapping

• Reduce manual data entry from 3 hours to 15 minutes for a 500 row import
• Automate up to 90 percent of repetitive spreadsheet to CRM work
• Improve data quality by removing duplicate companies before create
• Ensure contacts link to the correct account every time
• Connect Microsoft Excel and Salesforce without CSV exports
• Scale to larger lists by running the import on demand

1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
2. You'll need accounts with Microsoft Excel and Salesforce. See the Tools Required section above for links to create accounts with these services.
3. Double click the Microsoft Excel node and in the 'Credential to connect with' dropdown click 'Create new credential'. Follow the on screen steps to authorize your Microsoft account and ensure the workbook is accessible.
4. Open the Microsoft Excel node and select the workbook and worksheet. Set the range to include headers and data. Make sure your sheet has columns Company Name, First Name, Last Name, and Email.
5. Double click each Salesforce node and in the 'Credential to connect with' dropdown click 'Create new credential'. Follow the on screen steps to sign in to Salesforce. Give each credential a clear name.
6. In the Salesforce Account node, map the Name field to the Company Name from Excel. Leave other fields as needed for your org.
7. In the Salesforce Contact node, set Operation to Upsert and External ID to Email. Map Email, First Name, and Last Name. Choose the Account ID field and map it to the Account ID value coming from previous steps.
8. Run a small test using the manual Run button. Confirm that an Account is created for new companies and that a Contact is created or updated for each email.
9. Check that contacts link to the right account. If not, review the merge and rename steps and confirm the Account ID reaches the Contact node.
10. Validate deduping by adding the same Company Name twice in Excel. Only one Account should be created.
11. If searches do not match existing accounts, compare the Excel Company Name to the Salesforce Account Name for exact spelling and punctuation. Adjust names or clean the data if needed.
12. After testing, extend the Excel range to your full list and run the workflow again.