One-way contact sync from Microsoft Excel to Salesforce

• Sync new contacts from Excel to Salesforce automatically.
• Eliminate duplicate company entries in Salesforce.
• Update existing Salesforce accounts with new contact information.
• Streamline data management between Excel and Salesforce.

Trigger the workflow manually to start the process. Extract contact data from a specified range in Microsoft Excel. Search for existing accounts in Salesforce based on company names. Remove duplicates from the list of new companies. Create new Salesforce accounts for companies not found. Create or update contacts in Salesforce with the latest information.

1. 1
   Import the workflow template into your n8n instance.
2. 2
   Connect your Microsoft Excel account to n8n.
3. 3
   Connect your Salesforce account to n8n.
4. 4
   Configure the Excel range and workbook details.
5. 5
   Set the appropriate Salesforce credentials.
6. 6
   Run the workflow to sync contacts.