Step-by-step guide to import data from Salesforce to Google Sheets or Microsoft Excel

Import Data

How to import data from Salesforce to Spreadsheets

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Introduction

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Quickstart

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Troubleshooting

Common Issues while launching Superjoin

Key functionalites that enhance your experience on Sheets & limitations are highlighted in this section

Superjoin + Google Sheets

Superjoin 💙 Google Sheets

Key functionalites that enhance your experience on Excel & limitations are highlighted in this section

Superjoin + Microsoft Excel

Superjoin 💙 Microsoft Excel

With Superjoin, you can transform your Spreadsheets into a powerful data-driven tool, giving you real-time insights and enabling efficient decision-making.

Common Use Cases

What you can do with Superjoin

Step-by-step guide to export data from Google Sheets to HubSpot

Export Data

How to export data from Google Sheets to HubSpot

Scheduled Imports in Superjoin automates the process of keeping your data up-to-date by creating new static sheets on a regular basis—hourly, daily, weekly, or monthly. This feature helps ensure that your data remains current without manual intervention, allowing you to focus on analysis rather than data management.

Scheduled Imports

Scheduled Data Imports

Sharing a source connection in Superjoin allows you to collaborate with others by granting access to your data sources. This feature is useful for teams or projects where multiple users need to interact with the same data sources.

Share with Teammates

Share Connection with Your Teammates

Formula Auto Filldown

Discover all available functions in SUPERGPT for Sheets, along with simple examples and an extensive list of paramaters.

SUPERGPT Functions

SUPERGPT Functions for Sheets

Learn how to automate your workflows in Google Sheets with Superjoin. Follow this step-by-step guide to create, configure, and manage workflows effortlessly, allowing you to streamline data processes and automate actions based on specified triggers.

Workflows & Email Alerts

Automate Google Sheets Using Workflows

Connect Slack to Google Sheets in a few clicks

Slack Alerts

Send Google Sheet snapshots to Slack automatically

Add Refresh Button in Sheets

Learn how to create custom queries in Superjoin with a comprehensive guide. This section covers various methods, including writing SQL queries, using the Visual SQL Builder, and generating queries with AI. Follow the step-by-step instructions to import and manage your data effectively, ensuring a smooth setup and optimal data analysis.

Create SQL Queries

Create custom SQL queries

Easily share your custom queries with team members using Superjoin. This guide walks you through the process of sharing saved queries, including inviting users by email and managing access. Follow the steps to ensure your queries are accessible to your team, facilitating collaboration and efficient data analysis.

Share SQL Queries

Share custom SQL queries

Derived columns are custom columns that you create within your Superjoin reports by applying formulas to your existing data. They allow you to manipulate and transform your data without altering the original dataset, enabling dynamic calculations and insights.

Overview & Setup

Derived Columns

An overview of the operators used in derived columns, including arithmetic, comparison, logical, and constant operators. These operators allow users to perform a variety of operations, from basic arithmetic calculations to logical evaluations, enabling dynamic data manipulation.

Operators

Derived Columns Operators

Learn about a variety of mathematical functions available for creating derived columns, including operations like rounding, logarithmic calculations, trigonometric functions, and more. These functions allow for sophisticated data transformations in subscription and financial models, helping you derive meaningful insights from your datasets.

Mathematical Functions

Derived Columns Mathematical Functions

Explore a set of string manipulation functions that allow you to perform operations like concatenation, substring extraction, text replacement, and case conversion. These functions are useful for cleaning, formatting, and analyzing textual data in customer and transactional records, ensuring consistency and accuracy in your dataset.

String Functions

Derived Columns String Functions

This section covers date-related functions for calculating time differences, extracting date components, and working with the current date. These functions are useful for managing billing cycles, tracking subscription durations, and analyzing transaction trends over time.

Date Functions

Derived Columns Date Functions

Utilize logical functions to apply conditional logic, handle null values, and manage errors in your derived columns. These functions, such as CASE, IF, and COALESCE, enable dynamic data categorization, error handling, and flexible data transformation, allowing you to tailor data outputs based on specific conditions and scenarios.

Logical Functions

Derived Columns Logical Functions

Explore practical examples of using derived columns to solve common data challenges, such as adjusting MRR with discounts, categorizing customers based on subscription duration, and identifying overdue invoices. These examples demonstrate how to apply mathematical, string, and date functions to derive actionable insights from your data.

Examples

Derived Columns Examples

Superjoin’s Flashbacks feature allows you to automate the creation of static data sheets on a weekly or monthly basis. This tool refreshes your data and stores it in a new static sheet according to your schedule. Follow the steps to configure and schedule Flashbacks to ensure your data is continuously updated and organized, making your data management and reporting tasks more efficient and systematic.

Flashbacks

Pull data from 40+ Integrations using Superjoin

Overview

Easily integrate data from any API directly into Google Sheets or Microsoft Excel with a simple setup process.

How to Connect any API to your Spreadsheet

How to Setup Pagination Inside Custom API Connector of Superjoin

Setup Pagination

Seamlessly sync your Intercom customer engagement data into Google Sheets for comprehensive reporting.

Intercom

Connect Intercom to Google Sheets

Quickly link your Snowflake data warehouse to Google Sheets for hassle-free data integration.

Snowflake

Connect your Snowflake data warehouse to Google Sheets

Easily link your LinkedIn account to Google Sheets with Superjoin for seamless data integration and automatic updates.

Linkedin Ads

Connect Linkedin account to Google Sheets

Easily link your Recurly account to Google Sheets with Superjoin for seamless data integration and automatic updates.

Recurly

Connect Recurly to Google Sheets

Export any table on the internet into Google Sheets

Table Sherpa

Instantly import any CSV file into Google Sheets

CSV Importer

Your spreadsheet copilot to do everything on sheets

Sheets Panda

Authorization

Usage Limits

This endpoint allows you to refresh data in a specified Google Sheets spreadsheet.

Integrations

How to import data from Salesforce to Spreadsheets

Preview Data

Add/Modify columns

Import Data

Setup an Auto-Refresh

If you want to export changes you made in the imported data back into Salesforce, head over to the `Export Data` tab or click on the box below.

Export Data

Hope this guide helped you import your data from Salesforce to Google Sheets using Superjoin.

If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. Thank you!

Integrations

Preview Data

Add/Modify columns

Import Data

Setup an Auto-Refresh

If you want to export changes you made in the imported data back into Salesforce, head over to the Export Data tab or click on the box below.

Export Data

Hope this guide helped you import your data from Salesforce to Google Sheets using Superjoin.

If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. Thank you!

If you want to export changes you made in the imported data back into Salesforce, head over to the `Export Data` tab or click on the box below.