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Impowr Freemium: Self-Service Excel & CSV Import for Salesforce

Self-service imports. Admin-grade control.

Overview

Embed imports in your business processes by letting users import spreadsheets themselves. Admins control where the data lands while Impowr respects user’s Salesforce permissions.

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See How Impowr Freemium: Self-Service Excel & CSV Import for Salesforce Works

  • Make imports part of the work users already do. Place the Impowr Import File Component on Salesforce pages or in Screen Flow, and associate imported records with the record in view. Included on the Free and Team plans.

  • Import Excel workbooks without converting them to CSV. Impowr supports multi-sheet Excel files, so users can select the sheet they need and import it into Salesforce. Included on the Free and Team plans.

  • Prevent partial imports and recover from mistakes with the Team plan. Impowr can undo an import using a snapshot, while all-or-nothing imports reject the entire import if any row fails. Both controls are included on the Team plan.

  • Keep control of where spreadsheet data goes. With Impowr, admins define the objects and fields users can import into. Each import respects the user's Salesforce permissions, field-level security and validation rules.

  • Load related Salesforce records in one pass. Impowr supports multi-object and master-detail imports through admin-defined mappings, so users can import parent and child records together. Included on the Free and Team plans.

  • Use familiar business references to link records. Impowr populates Salesforce Lookup fields using External IDs, so users can work with business keys instead of finding record IDs. Included on the Free and Team plans.

  • Automate the next step with the Team plan. Impowr's Agent-invocable (Headless) imports run without opening the import screen, while post-import Platform Events let you trigger follow-on processes.

  • Need Experience Cloud support or custom data hosting arrangements - check out Impowr for Digital Experiences.

Give Salesforce users a way to import spreadsheets themselves, within boundaries set by an admin. With Impowr, users upload files through our Import File Component and follow an approved Import Mapping. ✔ Keep control: Admin-defined mappings restrict which Salesforce objects and fields users can import into. ✔ Use real Excel files: Import from multi-sheet workbooks without converting them to CSV. ✔ Handle more than simple uploads: Insert, update or upsert records, including related records and parent-child data within the approved mapping. ✔ Respect user permissions: Imports run with each user’s own Salesforce permissions, keeping audit trails accurate. ✔ Find and fix errors: Clear, in-app error files show users what needs attention. Use Cases: ✔ Sales Cloud – importing products to opportunities ✔ Technology / Financial Services – quotation, order and pricing data ✔ 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 Cloud – bill of materials (BOM) ✔ Hospitality / Retail – customer review data

Categories

Business Needs
Campaign Management
Integration
Data Management
Industries
Horizontal Product
High Tech
Nonprofit
Personas
Administrator
Consultant
Data Professional
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.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package

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