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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.”
Processing multiple Excel sheets with donor contacts one at a time through Salesforce Data Loader is painfully slow. Each sheet requires separate processing, and coordinating multiple imports without overwhelming your API limits becomes a juggling act.
Here’s how to process multiple donor contact sheets simultaneously with coordinated batch processing and automatic scheduling.
Process multiple sheets simultaneously with coordinated batch exports using Coefficient
Coefficient enables simultaneous processing of multiple Excel sheets through Google Sheets integration and batch export capabilities. You can import multiple Excel donor contact sheets into separate tabs, then use Salesforce’s scheduled exports to push all donor data in coordinated batches.
How to make it work
Step 1. Import each Excel donor sheet into separate Google Sheets tabs.
Create a new Google Sheets file and import each Excel donor contact sheet into its own tab. This gives you a centralized workspace for all your donor data sources.
Step 2. Set up multiple Coefficient exports, one per tab.
Configure a separate Coefficient export for each tab containing donor data. Each export can have its own field mapping and batch size settings optimized for that specific data source.
Step 3. Configure batch sizes based on your Salesforce API limits.
Set appropriate batch sizes for each export (default 1000, maximum 10,000) based on your Salesforce org’s API limits. This prevents overwhelming your system with simultaneous large imports.
Step 4. Use scheduled exports to process all sheets simultaneously.
Set up scheduled exports (hourly, daily, or weekly) to process all donor contact sheets at the same time. Coefficient’s parallel batch execution handles multiple exports without conflicts.
Step 5. Monitor all exports through results tracking.
Coefficient provides consolidated results tracking across all your exports, showing which donor contacts were successfully imported from each sheet and identifying any failures.
Step 6. Save export mappings for recurring imports.
Once configured, these multi-sheet imports can run automatically without manual intervention. The reusable export mappings work perfectly for nonprofit organizations that receive donor data in consistent formats from multiple sources.
Scale your donor data imports efficiently
Simultaneous multi-sheet processing eliminates the bottleneck of sequential imports. With coordinated batch execution and automatic scheduling, your donor contact imports from multiple sources become a seamless, automated process. Start using Coefficient to handle multiple donor data sources effortlessly.
