>
 

Documentation

General information

  1. Introduction

  2. Security

  3. FAQ

    Documentation for admins:

    1. Creating a Mapping

      1. Data types

      2. Lookups

      3. Empty cells

    2. User Management

    Documentation for users:

    1. Importing Excel data

    2. Common errors

    Frequently Asked Questions

    What filetypes does SmartUpload support?

    You can upload XLS or XSLX files. The upload of plain text (CSV) files is not supported, because these files are notoriously bad for importing data, because they are unformatted and prone to interpretation errors.

    Who can use SmartUpload?

    SmartUpload has been designed to be easy to use for two types of users:

    • Regular users: for whom uploading Excel files into Salesforce should be straightforward, without needing technical knowledge.

    • Administrators: who can manage mapping templates for users, which does require technical knowledge.

    Why can't I add a new mapping?

    This is only allowed for users with the 'Salesforce Adminstrator' profile, or those users who have been made Administrator within SmartUpload by a Salesforce Administrator.

    How does SmartUpload compare to Dataloader.io?

    For many Salesforce Admins, Dataloader.io is the first tool they use when importing data into Salesforce. It has many similarities to SmartUpload, however there are some important differences:

    SmartUpload ...

    • ... supports upserts on other fields than ExternId

    • ... supports updates on other fields than Id or Externid

    • ....supports XLS(X) files natively, up to 1 million rows

    • ... can perform data validation before processing an upload

    • ... can perform lookups dynamically, to aggregate data before processing an upload

    • ... has a clear separation of responsibilities between Admins and Users.

    However, SmartUpload does not yet support the following:

    • Automatically Recurring jobs

    • Integrations with Dropbox, Onedrive, Box, SFTP

    Summarizing, SmartUpload has many advantages, for a fraction of the price.