Create Salesforce Accounts Based on Excel File Data - n8n Workflow | Neura Market
Create Salesforce Accounts Based on Excel File Data
This workflow shows a no-code approach to creating Salesforce accounts and contacts based on data coming from an Excel file. For Excel 365 (the online version of Microsoft Excel), check out [this workflow](https://n8n.io/workflows/1793-create-salesforce-accounts-based-on-excel-365-data/) instead.
To run the workflow:
1. Make sure your Salesforce account is authenticated with n8n.
2. Have a Microsoft Excel workbook with contacts and their account names ready. The workflow uses [this example file](https://static.thomasmartens.eu/n8n/Excel-File-to-Salesforce.xlsx), but you probably want to use your own data instead.
3. Hit the Execute Workflow button at the bottom of the n8n canvas.
Here is how it works:
The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalized before both branches converge again. Finally, the contacts are created or updated as needed in Salesforce.
Platform
n8n
Category
Other
Price
Free
Creator
Tom
if
set
merge
itemLists
renameKeys
salesforce
stickyNote
httpRequest
manualTrigger
spreadsheetFile
How to import this workflow into n8n
1Purchase or download the workflow to get the n8n workflow JSON file.
2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
3Open each node marked with a credential warning and connect your own accounts and API keys.
4Run the workflow once manually to verify the data flow, then toggle it to Active.