Documentation

General information

  1. Introduction

  2. Security

  3. FAQ

  4. Comparison

Documentation for admins:

  1. Creating a Mapping

    1. Data types

      1. Text
      2. Integer / Double
      3. Boolean
      4. Date
      5. Lookups

    2. Lookups

    3. Empty cells

  2. User Management

Documentation for users:

  1. Importing Excel data

  2. Common errors

Examples

  1. Importing Price Lists

Mappings - Data types

When you create a mapping, you can choose for every column the data type that you wish to use during the validation of the uploaded Excel file.

Text

This is the most straightforward type of data. Any value you put into your Excel file will be accepted. You can however go into the 'Advanced Options' and specify a 'Regular Expression' that will be used to validate the data from the Excel file.

Say you have a field 'phonenumber' and you wish to only allow dutch 10-digit phone numbers (starting with a '0'), without any dashes. Then you could use the following Regular Expression: /^0[0-9]{9}$/

More information about regular expressions can be found here or here.

Integer / Double

These datatypes define that the value in Excel for this column needs to be numerical. Integer means that there must be no digits behind the comma, Double values may have digits behind the comma.

Note that the separator might be a dot or a comma depending on your locale. SmartUpload with automatically detect this and treat the values according to your locale.

Boolean

This is a specific kind of Integer value, that will be either true or false.

  • The following values will be treated as 'true': 1, true, yes, y

  • The following values will be treated as 'false': 0, false, no, n

Date

When specifying that a column needs to be of the date type, it will be enforced that a column in your Excel file is formatted as a date column. You can pick any format you like, SmartUpload will default to 'yyyy-mm-dd' in any example XLS files that it generates.

Note that putting a text value in a column with a date-format will not be accepted by SmartUpload!

Lookups

Finally, SmartUpload allows you to do realtime lookups of data from other Salesforce objects. Read more about this at the lookup documentation page.