> ## 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 Reports to Spreadsheets

> Step-by-step guide to import data from Salesforce Reports 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. Here, navigate to the `Reports` tab where you can select a `Report` to import.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/reports/sf-import-report-1.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=9873f2f4bfb1d58e3cd8e73ef5a624ad" alt="Preview Data" width="2706" height="1486" data-path="images/salesforce/import/reports/sf-import-report-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.

        <Note>
          The `Fields` available here are the ones that are available in the Report made on the Salesforce platform.
        </Note>

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/reports/sf-import-report-2.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=9161f97301c28f5cd7c39aacf822a01a" alt="Add/Modify columns" width="2706" height="1476" data-path="images/salesforce/import/reports/sf-import-report-2.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/reports/sf-import-report-3.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=d73a98f57f4168b9ea565c35379402be" alt="Import Data" width="2706" height="1476" data-path="images/salesforce/import/reports/sf-import-report-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/reports/sf-import-report-4.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=649f7890bafb4b340b551a4de7ff9a0f" alt="Import Data" width="2706" height="1486" data-path="images/salesforce/import/reports/sf-import-report-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/reports/sf-import-report-5.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=461c45aad49e6b487bc9321974b62286" alt="Setup an Auto-Refresh" width="3358" height="2016" data-path="images/salesforce/import/reports/sf-import-report-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. Here, navigate to the `Reports` tab where you can select a `Report` to import.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/reports/sf-import-report-1.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=9873f2f4bfb1d58e3cd8e73ef5a624ad" alt="Preview Data" width="2706" height="1486" data-path="images/salesforce/import/reports/sf-import-report-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.

        <Note>
          The `Fields` available here are the ones that are available in the Report made on the Salesforce platform.
        </Note>

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/reports/sf-import-report-2.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=9161f97301c28f5cd7c39aacf822a01a" alt="Add/Modify columns" width="2706" height="1476" data-path="images/salesforce/import/reports/sf-import-report-2.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/reports/sf-import-report-3.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=d73a98f57f4168b9ea565c35379402be" alt="Import Data" width="2706" height="1476" data-path="images/salesforce/import/reports/sf-import-report-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>