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Excel Upload

Extract values from an Excel sheet to record fields while uploading

Free  

Never requires payment

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Business Need
Data Management

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MVP
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
3.33
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Showing 9 of 9 Reviews
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Got An Error While Uploading

Error:Undefined while uploading the excel document in updating stage

Sarah Hunt
10/01/2024

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Easy to install and work great

I was installed after getting many question regarding this setup like JS XLSX not found. But working for me. My considerations Why some time is inconsistent and throwing error in production not sandbox. It will be great if we can upload multiple files. Otherwise this is the great component and time saving. Thank you!!!

Does not work on products.

would like to use this to insert products into quotes but it does not seem to be an option.

Sarah Hunt
10/01/2024

Try Impowr Free - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009x6YDEAY Our Impowr Premium also has more functionality which will allow insertion of products into quotes - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003K2ozEAC

Setup Easy but Inconsistent

Setup is easy and can be easily configured. When I load a record, I get this error: Error: undefined

명철 이
Double Star Ranger
11/24/2022

Looks like supporting just 10 cells uploading at once, and I have also a same problem "Error: undefined". I cannot solve this problem to use it. T_T

Joe Spiwak
Ranger
02/16/2022

I'm having this problem too, my file size is less than 1 mb, so I am at a bit off a loss.

Abed Tihawy
Double Star Ranger
06/13/2021

decease the file size, up to 3-5 MB

Great addition

Easy setup and mapping to the fields you want to update from excel.

It loads a single record - can we create multiple records?

Its easy to use. Was unable to set a pick list value though. Its too early to give full review.

Fantastic Component with many uses

This is something we and our customers have been looking for over many years. Simple to use, easy to configure and free. The best Salesforce Labs app we have seen. The typical use case is where an Excel sheet is used to calculate an estimate, something contractors and others often do. They then want totals for Materials, Labor Cost, etc. recorded in a Salesforce Opportunity, Quote or custom object. This Component does the update instantly. Just wish it could handle about 20 fields instead of 10.

James Agudo
09/20/2024

Nevermind, figured this out with SF CLI, thanks for pointing me in the right direction Simon.

James Agudo
09/20/2024

Hey Simon, just started looking into this yesterday and I am trying to figure out how to deply the code from github. Is this all done with SF CLI?

Simon Granger
09/20/2023

So, I actually made it work. Thanks Michael ! The most difficult part not being a proper dev was to find how to deploy the code to the org - but the SF CLI & documentation is quite well done for that.

Simon Granger
09/19/2023

Hi Randy! Any luck with that (hopefully) success story ?? I'd be very keen on a 20-value add-on as well!

Randy Needham
07/22/2022

Michael - WOW! That's exactly what I was hoping to hear. I'll report back with (I hope) my success story. Big Thanks! Danke Schoen!

Michael Eckert
All Star Ranger
07/22/2022

@Randy: the code is open sourced here: https://github.com/SalesforceLabs/ExcelUpload. To get more than the 10 fields, is mostly a matter of adding additional fieldXX and addressXX variables in both the .js controller and the .js-meta.xml component description (plus change the for loop "for(let i=1; i<=10; i++)" to reflect your new max). Keep in mind however that the Excel files you're uploading are limited in size by around 1MB or so. (There doesn't seem to be good way in LWC to both upload and client-side process a file. You either do what the component does and send the file contents as String to an Apex controller method leaving you with the according limitations. Or you use the , but then you can't process the file contents anymore, which is needed here to run the jsxlsx libraries over the Excel file)

Randy Needham
07/19/2022

Would be INCREDIBLY useful to us with 20 or 25 fields uploadable -- the key fields from our quotes. Is there any way to alter the code of the App? Randy Needham, Acrow Corp.

Brilliant component

Easy to configure and set up, removes a lot of manual data entry for end users. Good first step, would love to have more fields (limit of 10) and the ability to upload other docs via the component that don’t have to use the mapping.

This looks great, i am going to test it. Possible to upload Multiple related records upload as well?

This looks great, i am going to test it. Is it also possible to upload multiple related records upload as well? Example If i upload excel file on master record and each row from excel becomes child record using the field mapping?

Sarah Hunt
10/01/2024

Try Impowr Free - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009x6YDEAY Our Impowr Premium also has more functionality - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003K2ozEAC