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Automate bulk record updates from Excel with SmartUpload PRO

Data import via Excel for business users, with easy and secure templates

Overview

Prevent Excel dataload headaches by using SmartUpload! Admins limit what users can upload, save time with automated lookups. No more CSV conversions, just one powerful lightning interface.

See How Automate bulk record updates from Excel with SmartUpload PRO Works

Extremely easy to use for Business users: ✅ Upload Excel files with one click. ✅ Get instant feedback on data validation errors. ✅ No more need for manual Id-lookups or exports.
Powerful engine for Admins: ✅ Create predefined mappings. ✅ Assign mappings to specific users. ✅ Monitor uploads.
Built with data-integrity as the Nr 1 priority: ✅ Leverage native XLSX support. ✅ No more CSV conversions. ✅ No more encoding/locale based import errors.
No more Excel VLOOKUP magic: ✅ Automated lookups to any object / field. ✅ Advanced SOQL queries for maximum flexibilty.
Secure ✅ Only approved users may upload data. ✅ Users can only upload via admin-approved mappings. ✅ Uses Salesforce Profiles & Permissionsets

SmartUpload helps Administrators to empower their business users to upload data into Salesforce themselves using Excel templates. Key features include: 1) Native support for Excel files, which prevents data errors from using CSV files. 2) Data validation on cell data, including advanced Regular Expressions and other validation rules to ensure data integrity. 3) Multiple levels of lookups, removing the need for exports and VLOOKUPs. Data will be aggregated at run-time. 4) Clear user interface and error messages for end-users. 5) Fully configurable by Admins. By using SmartUpload, your Administrators will no longer have to do data uploads on behalf of business users again!