Import data to salesforce from excel
I am looking for an easy option to import data into salesforce from excel
I cannot user dataloader or import wizard , This is for the sales team they would not do any mapping, Need some thing very easy for them that from excel if we give them a pre defined template or something they should be able to load
x-author is one I know, client doesn't wanna get the license
Any other suggestions?
You can take an advantage of automated data migration service Data2CRM to migrate your data directly from Excel to Salesforce.
The SaaS can transfer all the records automatically with saved relations between records and with no need to convert the iformation to CSV files.
As a result you will get fast and quality automated data migration without any loss and with kept relations between records.
You may take a look at Data2CRM at StackExchange (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EjVSuUAN" target="_self).
Or try the service in action by running Free Demo Mifration (https://app.data2crm.com/migration/wizard/).
Hope this advice will help you.
The API issue seems like it's just stopping you from seeing the full results. First 100 should be attached to the email and that will give you an idea of the reasons the leads are not importing. In my experience it's date format, always causes me problems.
Are you using dataloader.io of the SF dataloader download?
Got an example of the error message from the error file?