)
Written by
Table of Contents
“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.”
Mapping custom donor fields from Excel to Salesforce contact fields doesn’t have to end in import errors and data corruption. The key is using a more flexible approach than Salesforce’s native Data Loader limitations.
Here’s how to handle complex donor field mapping with visual validation and preview capabilities before your data hits Salesforce.
Skip Data Loader headaches with visual field mapping using Coefficient
Coefficient provides a smarter approach to Excel-to-Salesforce imports through Google Sheets integration. Instead of wrestling with Data Loader’s rigid requirements, you can import your Excel donor data into Google Sheets, then use Coefficient’s export feature to push to Salesforce with sophisticated field mapping controls.
How to make it work
Step 1. Import your Excel donor data into Google Sheets.
Open Google Sheets and import your Excel file containing donor information. This gives you access to Google Sheets’ data validation and formula capabilities before export.
Step 2. Connect Coefficient to your Salesforce org.
Install Coefficient from the Google Workspace Marketplace and authorize the connection to your Salesforce org. This establishes the API connection needed for advanced field mapping.
Step 3. Set up your export with custom field mapping.
In Coefficient’s export interface, map your Excel columns (donor ID, donation amounts, custom donor categories) directly to Salesforce Contact fields and custom fields. The visual mapping interface shows exactly which fields connect where.
Step 4. Use the export preview to validate mappings.
Before committing any changes, Coefficient’s preview feature shows exactly how your data will appear in Salesforce. This catches mapping errors that would cause Data Loader imports to fail.
Step 5. Configure batch processing for large donor datasets.
Set your batch size (up to 10,000 records) and let Coefficient handle the bulk processing. The system automatically manages API limits and prevents the timeout errors common with large nonprofit datasets.
Step 6. Save your mapping configuration for future imports.
Coefficient’s reusable export mappings mean you can set up the donor field mapping once and apply it to recurring imports from similar Excel files.
Start importing donor data without the mapping headaches
Visual field mapping eliminates the guesswork and failed imports that plague direct Excel-to-Salesforce transfers. With preview validation and reusable configurations, your donor data imports become reliable and repeatable. Try Coefficient to see how much easier donor field mapping can be.
