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Excel Upload
Extract values from an Excel sheet to record fields while uploading
- Business Need
- Data Management
A Lightning Component that allows you to upload an Excel File to a record (e.g., Account, Opportunity, Custom Object), extracts certain cells (e.g., A1) from it, and sets them as field values in the record detail (e.g., Opportunity.Amount).
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Showing 9 of 9 Reviews
Got An Error While Uploading
Error:Undefined while uploading the excel document in updating stage
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.
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
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.
@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)
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?
Try Impowr Free - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009x6YDEAY Our Impowr Premium also has more functionality - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003K2ozEAC