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Documentation

General information

  1. Introduction

    1. Security

    2. FAQ

    Documentation for admins:

    1. Creating a Mapping

      1. Data types

      2. Lookups

    2. User Management

    Documentation for users:

    1. Importing Excel data

    2. Common errors

    Introduction

    SmartUpload is an intelligent tool that focuses on 1 goal: uploading Excel data into Salesforce in the safest and easiest way possible.

    If you are a first-time Admin-user of SmartUpload, you might want to following the following steps:

    • Login to SmartUpload via Salesforce, either on a sandbox or a production Salesforce org.

    • After logging in, you create a mapping that maps the columns from your Excel file to fields in Salesforce

    • Then, you assign the mapping to those users within your Salesforce Org that will be uploading this Excel data.

    • Finally, you let users upload their excel files using our simple 3-step wizard.

    You can create as many mappings as you like.