Can Microsoft Excel 365 connect with Salesforce?

Yes, Microsoft Excel 365 can connect with Salesforce using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between Microsoft Excel 365 and Salesforce. Configure nodes for Microsoft Excel 365 and Salesforce in the n8n interface, specifying actions and triggers to set up their connection.

Can I use Microsoft Excel 365’s API with n8n?

Yes, with n8n, you can programmatically interact with Microsoft Excel 365’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Can I use Salesforce’s API with n8n?

Yes, with n8n, you can programmatically interact with Salesforce’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Is n8n secure for integrating Microsoft Excel 365 and Salesforce?

Yes, it is safe to use n8n to integrate Microsoft Excel 365 and Salesforce. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control. Learn more about n8n’s security practices here.

How to get started with Microsoft Excel 365 and Salesforce integration in n8n.io?

To start integrating Microsoft Excel 365 and Salesforce in n8n, you have different options depending on how you intend to use it: n8n Cloud: hosted solution, no need to install anything. Self-host: recommended method for full-control or customized use cases. Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.

Microsoft Excel 365 and Salesforce: Automate Workflows with n8n

Microsoft Excel 365 and Salesforce integration

Save yourself the work of writing custom integrations for Microsoft Excel 365 and Salesforce and use n8n instead. Build adaptable and scalable Data & Storage, Productivity, Sales, and Communication workflows that work with your technology stack. All within a building experience you will love.

How to connect Microsoft Excel 365 and Salesforce

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Microsoft Excel 365 and Salesforce integration: Create a new workflow and add the first step

Step 2: Add and configure Microsoft Excel 365 and Salesforce nodes

You can find Microsoft Excel 365 and Salesforce in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Microsoft Excel 365 and Salesforce nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Microsoft Excel 365 and Salesforce integration: Add and configure Microsoft Excel 365 and Salesforce nodes

Step 3: Connect Microsoft Excel 365 and Salesforce

A connection establishes a link between Microsoft Excel 365 and Salesforce (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Microsoft Excel 365 and Salesforce integration: Connect Microsoft Excel 365 and Salesforce

Step 4: Customize and extend your Microsoft Excel 365 and Salesforce integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Microsoft Excel 365 and Salesforce with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Microsoft Excel 365 and Salesforce integration: Customize and extend your Microsoft Excel 365 and Salesforce integration

Step 5: Test and activate your Microsoft Excel 365 and Salesforce workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Microsoft Excel 365 to Salesforce or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Microsoft Excel 365 and Salesforce integration: Test and activate your Microsoft Excel 365 and Salesforce workflow

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.

Nodes used in this workflow

Popular Microsoft Excel 365 and Salesforce workflows

Create Salesforce accounts based on Excel 365 data

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 Excel files check out this workflow instead. 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.

Build your own Microsoft Excel 365 and Salesforce integration

Create custom Microsoft Excel 365 and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Microsoft Excel 365 supported actions

Table
Workbook
Sheet

Append

Add rows to the end of the table

Convert to Range

Convert a table to a range

Create

Add a table based on range

Delete

Delete a table

Get Columns

Retrieve a list of table columns

Get Rows

Retrieve a list of table rows

Lookup

Look for rows that match a given value in a column

Add Sheet

Add a new sheet to the workbook

Delete

Delete workbook

Get Many

Get workbooks

Append

Append data to sheet

Append or Update

Append a new row or update the current one if it already exists (upsert)

Clear

Clear sheet

Delete

Delete sheet

Get Many

Get a list of sheets

Get Rows

Retrieve a list of sheet rows

Update

Update rows of a sheet or sheet range

Salesforce supported actions

Add Note

Add note to an account

Create

Create an account

Create or Update

Create a new account, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Get Summary

Returns an overview of account's metadata

Update

Update an account

Create

Create a attachment

Delete

Delete a attachment

Get

Get a attachment

Get Many

Get many attachments

Get Summary

Returns an overview of attachment's metadata

Update

Update a attachment

Add Comment

Add a comment to a case

Create

Create a case

Delete

Delete a case

Get

Get a case

Get Many

Get many cases

Get Summary

Returns an overview of case's metadata

Update

Update a case

Add Contact To Campaign

Add contact to a campaign

Add Note

Add note to a contact

Create

Create a contact

Create or Update

Create a new contact, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Get Summary

Returns an overview of contact's metadata

Update

Update a contact

Create

Create a custom object record

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a custom object record

Get

Get a custom object record

Get Many

Get many custom object records

Update

Update a custom object record

Upload

Upload a document

Get Many

Get many flows

Invoke

Invoke a flow

Add Lead To Campaign

Add lead to a campaign

Add Note

Add note to a lead

Create

Create a lead

Create or Update

Create a new lead, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Many

Get many leads

Get Summary

Returns an overview of Lead's metadata

Update

Update a lead

Add Note

Add note to an opportunity

Create

Create an opportunity

Create or Update

Create a new opportunity, or update the current one if it already exists (upsert)

Delete

Delete an opportunity

Get

Get an opportunity

Get Many

Get many opportunities

Get Summary

Returns an overview of opportunity's metadata

Update

Update an opportunity

Query

Execute a SOQL query that returns all the results in a single response

Create

Create a task

Delete

Delete a task

Get

Get a task

Get Many

Get many tasks

Get Summary

Returns an overview of task's metadata

Update

Update a task

Get

Get a user

Get Many

Get many users

Sales
Tutorial

How to easily automate your Salesforce data import

Salesforce and other CRMs are built around the data they are being fed. This begs the question, where do we get this data from? Before switching to a CRM, it is common for organizations to have data pipelines of leads and customers stored in extant sources like spreadsheets and ERPs. These sources could store data that range from hundreds to billions. Thus, it is imperative that we explore some of the most efficient and effective ways to import data into Salesforce. And this is the crux of thi

FAQs

Can Microsoft Excel 365 connect with Salesforce?
Can I use Microsoft Excel 365’s API with n8n?
Can I use Salesforce’s API with n8n?
Is n8n secure for integrating Microsoft Excel 365 and Salesforce?
How to get started with Microsoft Excel 365 and Salesforce integration in n8n.io?

Microsoft Excel 365 and Salesforce integration

How to connect Microsoft Excel 365 and Salesforce

Step 1: Create a new workflow and add the first step

Step 2: Add and configure Microsoft Excel 365 and Salesforce nodes

Step 3: Connect Microsoft Excel 365 and Salesforce

Step 4: Customize and extend your Microsoft Excel 365 and Salesforce integration

Step 5: Test and activate your Microsoft Excel 365 and Salesforce workflow

Create Salesforce accounts based on Excel 365 data

Popular Microsoft Excel 365 and Salesforce workflows

Create Salesforce accounts based on Excel 365 data

Build your own Microsoft Excel 365 and Salesforce integration

Microsoft Excel 365 supported actions

Salesforce supported actions

Microsoft Excel 365 and Salesforce integration details

Supercharge your CRM

Microsoft Excel 365 and Salesforce integration tutorials

How to easily automate your Salesforce data import

FAQs

Can Microsoft Excel 365 connect with Salesforce?

Can I use Microsoft Excel 365’s API with n8n?

Can I use Salesforce’s API with n8n?

Is n8n secure for integrating Microsoft Excel 365 and Salesforce?

How to get started with Microsoft Excel 365 and Salesforce integration in n8n.io?

Over 3000 companies switch to n8n every single week

Why use n8n to integrate Microsoft Excel 365 with Salesforce

Build complex workflows, really fast

Code when you need it, UI when you don't

Simple debugging

Use templates to get started fast

Reuse your work