> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superjoin.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to import data from Salesforce Objects to Spreadsheets

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

<Tabs>
  <Tab id="gsheets" title="Google Sheets">
    <Steps titleSize="h3">
      <Step title="Preview Data">
        After connecting your account, a data preview window will appear, allowing you to modify and select an `Object` to import and apply various `Filters` to refine your data.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/objects/sf-import-obj-1.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=48879c5257c2435190039e09560368e1" alt="Preview Data" width="2694" height="1474" data-path="images/salesforce/import/objects/sf-import-obj-1.png" />
        </Frame>
      </Step>

      <Step title="Add/Modify columns">
        Add/modify the data fields you want to import. The `Fields` you selected should start showing up in the data preview section. You may need to click `Refresh Preview` to see the changes.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/objects/sf-import-obj-2.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=3b6b3fe9043800ffe9926c81da0b124e" alt="Add/Modify columns" width="2698" height="1478" data-path="images/salesforce/import/objects/sf-import-obj-2.png" />
        </Frame>

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/objects/sf-import-obj-6.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=25c446c7cf3a4a104bebedb699f2d69d" alt="Refresh Preview" width="2694" height="1474" data-path="images/salesforce/import/objects/sf-import-obj-6.png" />
        </Frame>
      </Step>

      <Step title="Import Data">
        After previewing the data, you are ready to start the import. Click on `Import` to start the import process. Here, you can name the new sheet where the data will be imported.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/objects/sf-import-obj-3.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=defc919caad88419224d9a2bfd7759f3" alt="Import Data" width="2698" height="1478" data-path="images/salesforce/import/objects/sf-import-obj-3.png" />
        </Frame>
      </Step>

      <Step title="Import Data">
        Once you are ready to import, click on `Save and Import` and wait for a few seconds. This action transfers selected data from your Salesforce account into Google Sheets.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/objects/sf-import-obj-4.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=894fc85be887d56f194be895b9d9d0ef" alt="Import Data" width="2698" height="1478" data-path="images/salesforce/import/objects/sf-import-obj-4.png" />
        </Frame>
      </Step>

      <Step title="Setup an Auto-Refresh">
        You can schedule a `Refresh` to automatically update your data hourly, daily, weekly, or monthly at a specific time.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/objects/sf-import-obj-5.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=c9c36b28c4055b7a21189aabaa9a62dd" alt="Setup an Auto-Refresh" width="3346" height="2004" data-path="images/salesforce/import/objects/sf-import-obj-5.png" />
        </Frame>
      </Step>
    </Steps>

    <br />

    ##### 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.

    <CardGroup cols={1}>
      <Card title="Export Data" icon="upload" iconType="duotone" href="../salesforce/export">
        Step-by-step guide to export data from Google Sheets to Salesforce
      </Card>
    </CardGroup>

    <br />

    ##### 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!
  </Tab>

  <Tab id="excel" title="Microsoft Excel">
    <Steps titleSize="h3">
      <Step title="Preview Data">
        After connecting your account, a data preview window will appear, allowing you to modify and select an `Object` and apply various `Filters` to refine your data.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/objects/sf-import-obj-1.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=48879c5257c2435190039e09560368e1" alt="Preview Data" width="2694" height="1474" data-path="images/salesforce/import/objects/sf-import-obj-1.png" />
        </Frame>
      </Step>

      <Step title="Add/Modify columns">
        Add/modify the data fields you want to import. The `Fields` you selected should start showing up in the data preview section. You may need to click `Refresh Preview` to see the changes.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/objects/sf-import-obj-2.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=3b6b3fe9043800ffe9926c81da0b124e" alt="Add/Modify columns" width="2698" height="1478" data-path="images/salesforce/import/objects/sf-import-obj-2.png" />
        </Frame>

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/objects/sf-import-obj-6.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=25c446c7cf3a4a104bebedb699f2d69d" alt="Refresh Preview" width="2694" height="1474" data-path="images/salesforce/import/objects/sf-import-obj-6.png" />
        </Frame>
      </Step>

      <Step title="Import Data">
        After previewing the data, click on `Import` and wait for a few seconds. This action transfers all data from your Salesforce account into Microsoft Excel.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/objects/sf-import-obj-3.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=defc919caad88419224d9a2bfd7759f3" alt="Import Data" width="2698" height="1478" data-path="images/salesforce/import/objects/sf-import-obj-3.png" />
        </Frame>
      </Step>

      <Step title="You're all set!">
        The desired data has been successfully written on to your Excel sheet. Now whenever you want fresh data, just click on the `Pull Latest Data` button.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/sfimport-excel1.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=a1c194c2900952b2605078dc0e6932f0" alt="Setup an Auto-Refresh" width="2880" height="1800" data-path="images/salesforce/sfimport-excel1.png" />
        </Frame>
      </Step>
    </Steps>

    ##### Hope this guide helped you import your data from HubSpot to Microsoft Excel using Superjoin.

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