Templates / Create Salesforce accounts based on Excel file data

Create Salesforce accounts based on Excel file data

Needs changes

by Tom ✓ · 2,814 views · created 2022-09-14 · CRM

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: Item Lists (legacy). 1 breaking item(s) found. Static check, last run 2026-10-19.

What this workflow does

This workflow has 13 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Salesforce. It also calls static.thomasmartens.eu over HTTP.

How it runs

Trigger: Manually, when you click “Execute workflow”.

  1. Download file (HTTP Request): calls static.thomasmartens.eu
  2. Spreadsheet File: reads or writes a spreadsheet file (legacy node)
  3. Search Salesforce accounts (Salesforce): work with search
  4. Keep new companies (Merge): merges the data from its input branches
  5. Merge: merges the data from its input branches
  6. Remove duplicate companies (Item Lists): reshapes item lists (legacy Item Lists node)
  7. Retrieve new company contacts (Merge): merges the data from its input branches
  8. Account found? (If): checks a condition and branches into true / false
  9. Create Salesforce account (Salesforce): work with account
  10. Create Salesforce contact (Salesforce): create or update (contact)

…plus 2 more steps. See the full node list below.

Services it uses

Salesforce

HTTP calls to: static.thomasmartens.eu

Before you upgrade to n8n 3.0

1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:

  • Item Lists (legacy) in Remove duplicate companies: replace with Split Out, Aggregate, Sort, Limit, Remove Duplicates or Summarize (match the operation used).
  • Also check Spreadsheet File: Convert to File / Extract from File.

Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).

Removed in 3.0Replace with
Item Lists (legacy)
Remove duplicate companies
Split Out, Aggregate, Sort, Limit, Remove Duplicates or Summarize (match the operation used)

Nodes used (9)

From the author

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from an Excel file. For Excel 365 (the online version of Microsoft Excel) check out this workflow instead. To run the workflow: 1. Make sure your…

Excerpt from Tom's description on n8n.io.

View the original on n8n.io → Check your own copy

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