Create Salesforce accounts based on Excel 365 data

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Excel 365 (the online version of Microsoft Excel). For a version working with regular E...

Best for

CRM automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.manualtrigger, n8n-nodes-base.salesforce, n8n-nodes-base.merge, n8n-nodes-base.if, n8n-nodes-base.itemlists, n8n-nodes-base.renamekeys, n8n-nodes-base.set, n8n-nodes-base.microsoftexcel

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Tom.

Original n8n.io source

1.1 Workflow description

Title: Create Salesforce accounts based on Excel 365 data
Workflow name: Create Salesforce accounts based on Excel 365 data

To run the workflow:

Make sure you have both Excel 365 and Salesforce authenticated with n8n.
Have a Microsoft Excel workbook with contacts and their account names ready:
Select the workbook and sheet in the Microsoft Excel node of the workflow, then configure the range to read data from:
Hit the Execute Workflow button at the bottom of the n8n canvas:

Here is how it works:

The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - On clicking 'execute'

Type / Role: n8n-nodes-base.manualTrigger - manualTrigger
Config choices: Version 1

Block 2 - Search Salesforce accounts

Type / Role: n8n-nodes-base.salesforce - salesforce
Config choices: Version 1

Block 3 - Keep new companies

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 1

Block 4 - Merge existing account data

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 1

Block 5 - Account found?

Type / Role: n8n-nodes-base.if - if
Config choices: Version 1

Block 6 - Remove duplicate companies

Type / Role: n8n-nodes-base.itemLists - itemLists
Config choices: Version 1

Block 7 - Set Account ID for existing accounts

Type / Role: n8n-nodes-base.renameKeys - renameKeys
Config choices: Version 1

Block 8 - Retrieve new company contacts

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 1

Block 9 - Set new account name

Type / Role: n8n-nodes-base.set - set
Config choices: Version 1

Block 10 - Create Salesforce account

Type / Role: n8n-nodes-base.salesforce - salesforce
Config choices: Version 1

Block 11 - Create Salesforce contact

Type / Role: n8n-nodes-base.salesforce - salesforce
Config choices: Version 1

Block 12 - Microsoft Excel

Type / Role: n8n-nodes-base.microsoftExcel - microsoftExcel
Config choices: Version 1

3. Summary Table

Workflow	Create Salesforce accounts based on Excel 365 data
Complexity	intermediate
Nodes	12
Categories	CRM
Author	Tom
Published	13 Sept 2022

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/1793/1793.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows

Frequently asked questions

What does Create Salesforce accounts based on Excel 365 data do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM use case.

Tom

22 workflows

Nodes

n8n-nodes-base.manualtrigger n8n-nodes-base.salesforce n8n-nodes-base.merge n8n-nodes-base.if n8n-nodes-base.itemlists n8n-nodes-base.renamekeys n8n-nodes-base.set n8n-nodes-base.microsoftexcel

Complexity

intermediate

Published 13 Sept 2022

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/1793/1793.json

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Create Salesforce accounts based on Excel 365 data

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - On clicking 'execute'

Block 2 - Search Salesforce accounts

Block 3 - Keep new companies

Block 4 - Merge existing account data

Block 5 - Account found?

Block 6 - Remove duplicate companies

Block 7 - Set Account ID for existing accounts

Block 8 - Retrieve new company contacts

Block 9 - Set new account name

Block 10 - Create Salesforce account

Block 11 - Create Salesforce contact

Block 12 - Microsoft Excel

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions