How to import data from Salesforce Reports to Spreadsheets
Step-by-step guide to import data from Salesforce Reports to Google Sheets or Microsoft Excel
Preview Data
After connecting your account, a data preview window will appear. Here, navigate to the Reports tab where you can select a Report to import.
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.
The Fields available here are the ones that are available in the Report made on the Salesforce platform.
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.
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.
Setup an Auto-Refresh
You can schedule a Refresh to automatically update your data hourly, daily, weekly, or monthly at a specific time.
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.
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!
Preview Data
After connecting your account, a data preview window will appear. Here, navigate to the Reports tab where you can select a Report to import.
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.
The Fields available here are the ones that are available in the Report made on the Salesforce platform.
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.
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.
Setup an Auto-Refresh
You can schedule a Refresh to automatically update your data hourly, daily, weekly, or monthly at a specific time.
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.
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!
Preview Data
After connecting your account, a data preview window will appear. Here, navigate to the Reports tab where you can select a Report to import.
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.
The Fields available here are the ones that are available in the Report made on the Salesforce platform.
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.
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.