Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Impowr: Excel & CSV Import for Digital Experiences
Self-service imports. Admin-grade control.
Overview
Turn your Experience Cloud into a self-service data collection and reporting portal for your partners and customers. Impowr lets external users upload Excel & CSV files directly, while the admin controls where the data lands.
See How Impowr: Excel & CSV Import for Digital Experiences Works
The Impowr Import File Component lets partners and customers upload Excel files through Salesforce Experience Cloud using admin-defined Import Mappings, so they can submit recurring spreadsheets without an admin importing each file.
Import Excel workbooks without converting them to CSV. Impowr supports multi-sheet Excel files, so only one predefined sheet gets imported into Salesforce. Other sheets can contain instructions or allowed cell values.
Impowr runs imports with the submitting user’s Salesforce object permissions, field-level security and Validation Rules, so audit trails identify who imported the data without using a proxy account
Automate the next step. Impowr's Agent-invocable (Headless) imports run without opening the import screen, while post-import Platform Events let you trigger follow-on processes.
Prevent partial imports and recover from mistakes. Impowr allows Admin undo an import using a snapshot, while all-or-nothing imports reject the entire import if any row fails.
Impowr offers a choice of US, UK or EU processing instance, so organisations can select where imports are processed while Salesforce remains the system of record.
Public sector organisations can collect recurring constituent data through a Salesforce Experience Cloud portal using Impowr, so their teams can report on the imported records in Salesforce.
Partners can upload bulk deal registration spreadsheets through Salesforce Experience Cloud using Impowr, so they can submit registrations through an approved portal process.
Third parties can upload stock, spare parts and warranty claim spreadsheets through Salesforce Experience Cloud using Impowr, so Manufacturing Cloud portal processes can accept Excel files without CSV conversion
Impowr® delivers governed self‑service imports for Salesforce, freeing up time so our customers can import with confidence. Some of our most popular Impowr use cases: Sales & Revenue: ✔ Sales Cloud – importing products to opportunities ✔ Technology / Financial Services – quotation, order and pricing data ✔ Technology – partner deal registrations via portals Education & Nonprofit: ✔ Education Cloud – recruitment and admissions data ✔ Education Cloud – event management and systems bookings ✔ Nonprofit Cloud – fundraising and donor data management ✔ Nonprofit Cloud – recurring donation schedules Manufacturing & Automotive: ✔ Manufacturing Cloud – bill of materials (BOM) ✔ Automotive Cloud – inventory management from service centers ✔ Retail – warranty data and point of sale submissions Public Sector & Government: ✔ Public Sector – expense and reimbursement submissions via portals ✔ Government – company metric reporting and supplier information ✔ Healthcare – case management (Mental Health UK) Other Industries: ✔ Hospitality / Retail – customer review data ✔ Utilities – meter readings reporting Get in touch with us to discuss your use case.
Categories
- Business Needs
- Enterprise Resource PlanningQuotes & OrdersData Management
- Industries
- Horizontal ProductManufacturingPublic Sector
- Personas
- AdministratorBusiness UserConsultant
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyPerson AccountsCommunity BuilderManaged PackageLightning App Builder
