Documentation

General information

  1. Introduction

    1. Security

    2. FAQ

    3. Comparison

    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

    Examples

    1. Importing Price Lists

    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.

    For a quick start, you can have a look at an example: updating price lists in Salesforce from Excel.

    Editions

    There are currently two editions of SmartUpload:

    Free version

    The free version of SmartUpload can be found at https://free.smartupload.net/. It has the following limitations:

    1. No support for Custom Objects, only for Standard Objects.

    2. Maximum number of rows supported in Excel files is 1000.

    3. Maximum number of mappings you can create per Org is 3.

    4. Fair-use limits on the amount of API requests that can be performed.

    Generic version

    The generic version of SmartUpload can be found at https://smartupload.net/. This version has the following features on top of the free version:

    1. Support for both Custom Objects and Standard Objects

    2. Maximum number of rows supported in Excel files is 100.000

    3. No maximum on the amount of mappings