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Automate bulk record updates from Excel with SmartUpload PRO

By Verelst IT Consulting

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

No Ratings
Paid  

Discounts available for nonprofits

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Industries
Horizontal Product
Business Need
Productivity
IT & Administration
Data Management
Requires
None
Compatible With
Sales Cloud
Service Cloud

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.

  • Demo for a Business User

  • Mapping Editor demo

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
REST API must be available and accessible. Professional Edition is supported if REST is enabled.

App Details

Version
SmartUpload/1.6.0 1.6.0
Listed On
05/02/2025
Latest Release
06/01/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
Dutch
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/25/2025

Additional Details

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!

Need help?

Verelst IT Consulting

Utrecht, The Netherlands

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