> ## 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.

# Connect your Salesforce account to Spreadsheets

> Effortlessly connect Salesforce to Google Sheets or Microsoft Excel to export and import data using Superjoin's 2-way sync feature in a few clicks.

<Tabs>
  <Tab id="gsheets" title="Google Sheets">
    <CardGroup cols={2}>
      <Card title="Quick and Easy Integration" icon="plug" iconType="duotone">
        We've meticulously organized the data points to ensure easy accessibility in a format you're already familiar
        with.
      </Card>

      <Card title="Preview your imports visually" icon="magnifying-glass" iconType="duotone">
        Get a sneak peek of your data. Select columns, apply filters & limits as per
        your need before importing.
      </Card>

      <Card title="Automatic Refreshes" icon="rotate" iconType="duotone">
        Enjoy one-click refreshes or schedule regular updates to ensure your sheets
        are always up to date.
      </Card>

      <Card title="Power of Google Sheets" icon="table-cells" iconType="duotone">
        Benefit from Google Sheets' collaborative data analysis & other powerful
        capabilities.
      </Card>
    </CardGroup>

    ## Step-by-step walkthrough: How to connect Salesforce to Google Sheets

    <Steps titleSize="h3">
      <Step title="Get Add-ons">
        Head over to `Extensions`, select `Add-ons` and choose `Get Add-ons`. This action will redirect you to the
        Google Workspace Marketplace.

        <Frame>
          <img src="https://mintcdn.com/superjoin/YLExbgl86h2tZ50q/images/getaddons.png?fit=max&auto=format&n=YLExbgl86h2tZ50q&q=85&s=ba23d07d1410cd3afb25454c5581cc85" alt="Get Add-ons" width="1361" height="648" data-path="images/getaddons.png" />
        </Frame>
      </Step>

      <Step title="Search Superjoin">
        In the Google Workspace Marketplace pop-up window, search for "Superjoin".
      </Step>

      <Step title="Click on Install">
        Click on the `Install` button to install Superjoin.
        <Note>**Note:** For the best experience, install Superjoin where there's only a single account logged in the
        Chrome profile.</Note>

        <Frame>
          <img src="https://mintcdn.com/superjoin/gjRFjFkthepgDSdX/images/marketplace.png?fit=max&auto=format&n=gjRFjFkthepgDSdX&q=85&s=8b32a5ed819c10448985a7e3df6f7731" alt="Marketplace" width="966" height="884" data-path="images/marketplace.png" />
        </Frame>
      </Step>

      <Step title="Launch Superjoin">
        Once installed, navigate back to the `Extensions` menu tab in Google Sheets. Launch Superjoin from here. You
        should now see Superjoin running as a side panel on the right side of your screen.

        <Frame>
          <img src="https://mintcdn.com/superjoin/gjRFjFkthepgDSdX/images/launchstackit.png?fit=max&auto=format&n=gjRFjFkthepgDSdX&q=85&s=14e2ecb541402cb914b79951a8faff16" alt="Launch Superjoin" width="1347" height="543" data-path="images/launchstackit.png" />
        </Frame>
      </Step>

      <Step title="Navigate to Queries">
        To begin, you can navigate to `Queries`, choose to `Create new query`.

        <Frame>
          <img src="https://mintcdn.com/superjoin/gjRFjFkthepgDSdX/images/microsftsql/homepage.png?fit=max&auto=format&n=gjRFjFkthepgDSdX&q=85&s=28cfe023be3a0bb69e89809de5727929" alt="Navigate to Queries" width="1314" height="1426" data-path="images/microsftsql/homepage.png" />
        </Frame>
      </Step>

      <Step title="Connect a New Source">
        Navigate to `Sources`, select `Connect to a new source` and search for `Salesforce`.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/sfconnect1.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=e36e7fe7b848d3cacd4c5a28970d1ed7" alt="Connect a New Source" width="880" height="974" data-path="images/salesforce/sfconnect1.png" />
        </Frame>
      </Step>

      <Step title="Link Account">
        Click on the `Connect` button and follow the on-screen instructions to link your account.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/sfconnect2.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=d29137ac7c3a915e8b764085c3f66194" alt="Link Account" width="1306" height="1594" data-path="images/salesforce/sfconnect2.png" />
        </Frame>
      </Step>

      <Step title="Preview Data">
        After connecting your account, a data preview window will appear, allowing you to modify your `Objects` and
        apply various `Filters` to refine your data.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/sfconnect3.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=f685f17f2ca781654571a0e12b5203d3" alt="Preview Data" width="2368" height="1326" data-path="images/salesforce/sfconnect3.png" />
        </Frame>

        Based on whether you want to import data from your Salesforce account or export data from Google sheets into your
        Salesforce account , pick one of the options below that will guide you further.

        <CardGroup cols={2}>
          <Card title="Import Data into Sheets" icon="download" iconType="duotone" href="import">
            Step-by-step guide to import data from Salesforce to Google Sheets
          </Card>

          <Card title="Export Data to Salesforce" icon="upload" iconType="duotone" href="export">
            Step-by-step guide to export data from Google Sheets to Salesforce
          </Card>
        </CardGroup>
      </Step>
    </Steps>
  </Tab>

  <Tab id="excel" title="Microsoft Excel">
    <CardGroup cols={2}>
      <Card title="Quick and Easy Integration" icon="plug" iconType="duotone">
        We've meticulously organized the data points to ensure easy accessibility in a format you're already familiar
        with.
      </Card>

      <Card title="Preview your imports visually" icon="magnifying-glass" iconType="duotone">
        Get a sneak peek of your data. Select columns, apply filters & limits as per
        your need before importing.
      </Card>

      <Card title="One-Click Refreshes" icon="rotate" iconType="duotone">
        Enjoy one-click refreshes to ensure your sheets are always up to date.
      </Card>

      <Card title="Power of Microsoft Excel" icon="table-cells" iconType="duotone">
        Benefit from Microsoft Excel's collaborative data analysis & other powerful capabilities.
      </Card>
    </CardGroup>

    ## Step-by-step walkthrough: How to connect Salesforce to Microsoft Excel

    <Steps titleSize="h3">
      <Step title="Launch Add-ins">
        Click on `Add-ins` on the right side of the Excel toolbar.

        <Frame>
          <img src="https://mintcdn.com/superjoin/YLExbgl86h2tZ50q/images/get-addins.png?fit=max&auto=format&n=YLExbgl86h2tZ50q&q=85&s=9a602917c1d56ab7f30977dc0f467293" width="2880" height="1800" data-path="images/get-addins.png" />
        </Frame>
      </Step>

      <Step title="Get Add-in">
        Click on the searchbar and type "Superjoin". The results would show our add-in under the `More search results` section.

        <Frame>
          <img src="https://mintcdn.com/superjoin/Fj1m3rGY5-lshl-N/images/excel-addin.png?fit=max&auto=format&n=Fj1m3rGY5-lshl-N&q=85&s=2eaebe9dbede327814e129893f551325" width="491" height="665" data-path="images/excel-addin.png" />
        </Frame>
      </Step>

      <Step title="Authenticate with your Microsoft Account">
        Once Superjoin launches as a side panel, just click on `Sign in with Microsoft` and follow the steps to authenticate your Microsoft Office account with Superjoin.

        <Frame>
          <img src="https://mintcdn.com/superjoin/Fj1m3rGY5-lshl-N/images/excel-auth.png?fit=max&auto=format&n=Fj1m3rGY5-lshl-N&q=85&s=052b68df7e66f275c750ff01d446ac50" width="2560" height="1440" data-path="images/excel-auth.png" />
        </Frame>
      </Step>

      <Step title="Launch Superjoin">
        You should now see Superjoin running as a side panel on the right side of your screen.

        <Frame>
          <img src="https://mintcdn.com/superjoin/Fj1m3rGY5-lshl-N/images/excel-superjoin.png?fit=max&auto=format&n=Fj1m3rGY5-lshl-N&q=85&s=ec2d8be38abd9d4fa3fcb9b4fca35788" width="2560" height="1440" data-path="images/excel-superjoin.png" />
        </Frame>
      </Step>

      <Step title="Navigate to Queries">
        To begin, you can navigate to `Queries`, choose to `Create new query`.

        <Frame>
          <img src="https://mintcdn.com/superjoin/gjRFjFkthepgDSdX/images/microsftsql/homepage.png?fit=max&auto=format&n=gjRFjFkthepgDSdX&q=85&s=28cfe023be3a0bb69e89809de5727929" alt="Navigate to Queries" width="1314" height="1426" data-path="images/microsftsql/homepage.png" />
        </Frame>
      </Step>

      <Step title="Connect a New Source">
        Navigate to `Sources`, select `Connect to a new source` and search for `Salesforce`.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/sfconnect1.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=e36e7fe7b848d3cacd4c5a28970d1ed7" alt="Connect a New Source" width="880" height="974" data-path="images/salesforce/sfconnect1.png" />
        </Frame>
      </Step>

      <Step title="Link Account">
        Click on the `Connect` button and follow the on-screen instructions to link your account.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/sfconnect2.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=d29137ac7c3a915e8b764085c3f66194" alt="Link Account" width="1306" height="1594" data-path="images/salesforce/sfconnect2.png" />
        </Frame>
      </Step>

      <Step title="Preview Data">
        After connecting your account, a data preview window will appear, allowing you to modify your `Objects` and
        apply various `Filters` to refine your data.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/sfconnect3.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=f685f17f2ca781654571a0e12b5203d3" alt="Preview Data" width="2368" height="1326" data-path="images/salesforce/sfconnect3.png" />
        </Frame>

        Based on whether you want to import data from your Salesforce account or export data from Microsoft Excel into your
        Salesforce account, pick one of the options below that will guide you further.

        <CardGroup cols={2}>
          <Card title="Import Data into Excel" icon="download" iconType="duotone" href="import">
            Step-by-step guide to import data from Salesforce to Microsoft Excel
          </Card>

          <Card title="Export Data to Salesforce" icon="upload" iconType="duotone">
            Coming soon!
          </Card>
        </CardGroup>
      </Step>
    </Steps>
  </Tab>
</Tabs>
