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Transfer Data from Excel to Salesforce Marketing

This article explains how to transfer data from Excel to Salesforce Marketing using the Excel Add-In for Salesforce Marketing.

The CData Excel Add-In for Salesforce Marketing enables you to edit and save Salesforce Marketing data directly from Excel. This article explains how to transfer data from Excel to Salesforce Marketing. This technique is useful if you want to work on Salesforce Marketing data in Excel and update changes, or if you have a whole spreadsheet you want to import into Salesforce Marketing. In this example, you will use the Subscriber table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Salesforce Marketing connection by clicking From Salesforce Marketing on the ribbon.

Authenticating to the Salesforce Marketing Cloud APIs

Set the User and Password to your login credentials, or to the credentials for a sandbox user if you are connecting to a sandbox account.

Connecting to the Salesforce Marketing Cloud APIs

By default, the data provider connects to production environments. Set UseSandbox to true to use a Salesforce Marketing Cloud sandbox account.

The default Instance is s7 of the Web Services API; however, if you use a different instance, you can set Instance.

Retrieve Data from Salesforce Marketing

To insert data into Salesforce Marketing, you will first need to retrieve data from the Salesforce Marketing table you want to add to. This links the Excel spreadsheet to the Salesforce Marketing table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Salesforce Marketing button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Subscriber table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Salesforce Marketing

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MySubscriberSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Salesforce Marketing, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Subscriber sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.