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Import Excel Contacts to Salesforce

Find or create Salesforce accounts and upsert workbook contacts by email.

Setup and use

In Open Flow, connect Excel and Salesforce. Put your workbook in OneDrive, then set its workbook item ID and worksheet name in Read contact workbook. The first row needs Company Name, First Name, Last Name and Email columns. In n8n, set Download file to the HTTPS URL of your workbook and connect Salesforce. Salesforce Contact Email must be configured as an external ID for upserts. Run manually.

Behavior

Find each company account by exact name, create it when absent, and upsert each contact by email, associating it with the resolved account. Open Flow processes rows sequentially, reuses resolved accounts and stops on ambiguous names or invalid rows. A write with unknown outcome may already have succeeded; inspect Salesforce before retrying.

Inspiration & credits

Changes to the source

Open Flow reads the workbook from OneDrive rather than downloading it directly. Both formats validate rows and process contacts sequentially, repairing the original missing-account path.

Adapted from Import Excel contacts to Salesforce in Zie619/n8n-workflows. The source export does not identify a separate template author or license.

The collection’s MIT notice is pinned at a later revision. This is the collection notice at that revision; it does not establish a separate original template author’s license. Our changes are listed above; see repository licensing.

MIT License

Copyright (c) 2025 Zie619

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the “Software”), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

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