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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.”
Building a unified Aura component to handle both CSV and Excel files with conditional insertion logic requires Papa Parse for CSV, SheetJS for Excel, and extensive conditional JavaScript logic.
Here’s how to create a unified processing pipeline that handles multiple file formats with advanced conditional logic without custom parsing libraries.
Create unified multi-format processing with conditional logic using Coefficient
Coefficient eliminates the complexity of multiple parsing libraries through Google Sheets’ universal file support. Handle both CSV and Excel files in a single workflow with formula-based conditional logic for Salesforce and Salesforce integration.
How to make it work
Step 1. Import files with automatic format detection.
Upload both CSV and Excel files directly to Google Sheets. The platform automatically detects file formats and handles parsing without requiring separate JavaScript libraries for different file types.
Step 2. Add conditional logic columns.
Create conditional columns using spreadsheet formulas to determine insertion logic. For example, use =IF(B2=”New Customer”, “INSERT”, “UPDATE”) to set different actions based on data values, or =AND(C2<>“”, D2>100) to create complex conditional criteria.
Step 3. Configure filtered exports.
Set up multiple Coefficient export configurations with conditional filtering. Configure exports to only process rows meeting specific criteria, such as records where your conditional column equals “TRUE” or matches specific values.
Step 4. Set up dynamic field mapping.
Configure different field mappings based on data source or conditions. Use conditional formulas to route data to different Salesforce fields based on the original file type or data characteristics.
Step 5. Configure multi-object routing.
Route different data types to appropriate Salesforce objects based on your conditional logic. Set up separate exports for different record types, such as sending leads to Lead object and customers to Account object.
Step 6. Use UPSERT for intelligent processing.
Configure UPSERT operations with unique_Id__c for automatic insert/update decisions. This works regardless of original file format and handles conditional logic for existing versus new records.
Simplify multi-format file processing
This unified approach eliminates library management complexity, simplifies conditional logic through familiar spreadsheet formulas, and provides flexible routing without code changes. Start processing multiple file formats efficiently.
