> ## 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 to Spreadsheets using SOQL

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

<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 `SOQL` tab where you can craft your own `SOQL` to import.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/soql/sf-import-soql-1.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=5e5300a63fd0b0e66c54d45c3d93dca5" alt="Preview Data" width="2706" height="1486" data-path="images/salesforce/import/soql/sf-import-soql-1.png" />
        </Frame>
      </Step>

      <Step title="Create your SOQL">
        Here, you can write your own `SOQL` query to fetch the data you want to import. You can make use of autocomplete for commonly used keywords.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/soql/sf-import-soql-2.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=09161b2ae0179818ef04eacd0f41cc3e" alt="Create your SOQL" width="2706" height="1486" data-path="images/salesforce/import/soql/sf-import-soql-2.png" />
        </Frame>
      </Step>

      <Step title="Preview Queried Data">
        After creating your query, click on `Run Query` to preview the data that will be imported.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/soql/sf-import-soql-3.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=71b32958088bd587162211c7f4e8cc63" alt="Preview Queried Data" width="2706" height="1486" data-path="images/salesforce/import/soql/sf-import-soql-3.png" />
        </Frame>
      </Step>

      <Step title="Import Data">
        Once you are ready to import, click on `Import` where you can name the new sheet where the data will be imported.

        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/soql/sf-import-soql-4.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=fbddd275c9e0af184fe611eb6a311949" alt="Import Data" width="2706" height="1486" data-path="images/salesforce/import/soql/sf-import-soql-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/soql/sf-import-soql-5.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=8773420c830ba1e7a081de3ef0453663" alt="Setup an Auto-Refresh" width="3360" height="2020" data-path="images/salesforce/import/soql/sf-import-soql-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 `SOQL` tab where you can craft your own `SOQL` to import.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/soql/sf-import-soql-1.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=5e5300a63fd0b0e66c54d45c3d93dca5" alt="Preview Data" width="2706" height="1486" data-path="images/salesforce/import/soql/sf-import-soql-1.png" />
        </Frame>
      </Step>

      <Step title="Create your SOQL">
        Here, you can write your own `SOQL` query to fetch the data you want to import. You can make use of autocomplete for commonly used keywords.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/soql/sf-import-soql-2.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=09161b2ae0179818ef04eacd0f41cc3e" alt="Create your SOQL" width="2706" height="1486" data-path="images/salesforce/import/soql/sf-import-soql-2.png" />
        </Frame>
      </Step>

      <Step title="Preview Data">
        After creating your query, click on `Run Query` to preview the data that will be imported.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/soql/sf-import-soql-3.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=71b32958088bd587162211c7f4e8cc63" alt="Preview Data" width="2706" height="1486" data-path="images/salesforce/import/soql/sf-import-soql-3.png" />
        </Frame>
      </Step>

      <Step title="Import Data">
        Once you are ready to import, click on `Import` where you can name the new sheet where the data will be imported.

        Click on `Save and Import` and wait for a few seconds. This action transfers selected data from your Salesforce account into Microsoft Excel.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/import/soql/sf-import-soql-4.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=fbddd275c9e0af184fe611eb6a311949" alt="Import Data" width="2706" height="1486" data-path="images/salesforce/import/soql/sf-import-soql-4.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>