Documentation for admins:
Documentation for users:
SmartUpload is actively being developed, below you can find our latest release notes and roadmap.
Version 1.0 - 6 june 2020
The first public release of SmartUpload, which has the following features:
Processing Excel files (XLS & XLSX) up to 1.000 rows
Including background-processing of the upload job
Separation of responsibilities:
Salesforce Admins can define the mapping from Excel to Salesforce objects
Salesforce Users can upload Excel files using these pre-defined mappings
Data validation on Excel files:
Configurable data validation on 'Text' fields (using Regular Expressions)
Data validation on 'Date' fields
Download Excel files for jobs that were having validation errors: with highlighted cells & comments to indicate on a very granular level which cells & rows failed.
Download Excel files containing the imported/updated rows and any errors that might have occurred
You may always use our contact form if you have any suggestions.
Version 1.1 - planned july 2020
Introduction of subscriptions for advanced features.
Configurable 'update' behavior when more than 1 record is found for updating (fail / update all / update first)
Allow admins to assign mappings to individual users
Download a template Excel file for a mapping
Automated e-mail notifications of job completion, including the output in Excel format.
Upgrade of input file limits to a maximum of 100.000 rows.
Version 1.2 - planned august 2020
Related-lookups, to allow you to specify values instead of IDs in your excel, where SmartUpload will populate the field with the corresponding record
Multi-sheet imports, to allow you to upload a workbook that imports a complex data structure with parent-child relationships
Version 1.3 - planned september 2020
Integration with SFTP, Onedrive and Dropbox for automated processing of data
If you are missing features or have suggestions for the roadmap, please use the contact form to reach out.