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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You can enable complete bi-directional sync between Salesforce and Excel, going far beyond simple data import to provide comprehensive automation with write-back capabilities. This addresses the limitation of read-only integrations that require separate tools for data updates.
Here’s how to set up full data lifecycle management between Salesforce and Excel with automated import and export capabilities.
Create complete data lifecycle management using Coefficient
CoefficientSalesforceenables complete bi-directional sync betweenand Excel. This goes beyond simple data import to provide comprehensive automation with write-back capabilities, addressing read-only integration limitations.
How to make it work
Step 1. Establish initial data flow from Salesforce.
Import records with all required fields including Salesforce Record IDs, set up automated refresh schedules for incoming data, and include External ID fields for UPSERT operations. This creates the foundation for bi-directional sync.
Step 2. Configure data flow back to Salesforce.
Set up export capabilities with multiple operation types: UPDATE to modify existing records using Salesforce Record ID, INSERT to create new records in Salesforce from Excel data, UPSERT to update existing or create new records using External ID fields, and DELETE to remove records (recoverable in Recycle Bin for 30 days).
Step 3. Set up automated data push schedules.
Configure scheduled export automation with hourly, daily, weekly, or monthly export schedules. Use conditional exports based on column values (TRUE condition triggers) and row selection options (all rows or specific ranges) for flexible data management.
Step 4. Configure field mapping and batch processing.
Use automatic mapping for imported data and manual mapping for external data. Set configurable batch sizes (default 1000, maximum 10,000 records) and preview changes before committing to Salesforce for data accuracy.
Step 5. Monitor results and save configurations.
Track export success and failure details through status columns, save export configurations for repeated use, and monitor batch processing results to ensure data integrity throughout the sync process.
Transform Excel into a powerful Salesforce interface
Start buildingUnlike manual data entry or one-way integrations, bi-directional sync provides complete data lifecycle management. Excel becomes a powerful data manipulation interface while maintaining Salesforce as the system of record, enabling complex analysis and bulk updates through familiar functionality.your bi-directional sync today.
