Excel to Salesforce Account & Contact Sync
Automates syncing company accounts and contacts from Microsoft Excel to Salesforce using n8n. It reads Excel data, searches Salesforce for existing accounts, merges data, creates new accounts, and upserts contacts via Salesforce API.
Apps in this workflow
Microsoft ExcelSalesforceHow it works
- Manual Trigger1
- Microsoft Excel2
- Merge3
- Salesforce4
- Item Lists5
- If6
- Rename Keys7
- Edit Fields8
The building blocks this workflow uses, in the order data flows through them.
What you'll need
- An n8n instance (self-hosted or n8n Cloud).
- A Microsoft Excel account, connected in n8n as a credential.
- A Salesforce account, connected in n8n as a credential.
Gydmation shows step-by-step credential setup for each app, so your keys go straight into n8n and never to Gydmation.
Make it yours in plain English
Open the template in Gydmation and describe the change. It edits the workflow, checks it against real n8n node schemas, and deploys it to your n8n. For example:
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