Automate bulk record updates from Excel with SmartUpload PRO
Imports and updates Salesforce Platform records from Excel using admin-configured mappings, validation, and lookups.
Verelst IT ConsultingPaid
Smart Lookup Data Loader
by TwinStack SolutionsSalesforceFree
Import and update CSV records in Salesforce with field mapping, lookup matching, and multi-field upserts.
PRICINGFree
DEPLOYMENTCloud
CATEGORYData and integration
UPDATED ON MARKETPLACE
What it does
Smart Lookup Data Loader imports CSV files into standard or custom Salesforce objects. It maps CSV columns to Salesforce fields, displays field metadata, and supports configurable lookup and multi-field upsert logic. Bulk processing, sample CSV downloads, rule-based mapping, and row-level error reporting support data migration and record updates. The vendor states that imports run within Salesforce and follow its security, sharing, and permission controls.
Key capabilities
from the Salesforce AppExchange listingCSV record imports
Imports CSV data into standard or custom Salesforce objects.
Automatic field mapping
Maps CSV headers to Salesforce fields and supports rule-based mapping.
Lookup configuration
Configures lookup matching for related Salesforce records.
Multi-field upserts
Uses multiple fields to match records for updates or inserts.
Field metadata display
Shows Salesforce field API names, data types, and relationships.
Row-level error reports
Provides error details for individual rows during imports.
Bulk record processing
Processes records in bulk during CSV uploads.
Use cases
- A Salesforce team can load legacy data from CSV files into standard or custom objects.
- A team can use lookup configuration when importing related records such as Accounts and Contacts.
- A team can update existing records or add new ones by applying multi-field matching during an import.
Who it's for
Salesforce administrators, consultants, and data migration specialists.
How it compares
SmartUpload helps administrators let business users upload Salesforce data through Excel templates, while Smart Lookup Data Loader uses CSV files and includes automatic field mapping, lookup configuration, and multi-field upserts. Conga X-Author for Excel lets users create and update Salesforce records from Excel and use Salesforce picklists, rules, permissions, and workflows in Excel; Smart Lookup Data Loader instead provides CSV imports with row-level error reporting and Salesforce field metadata.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Free | Cloud | |
| Conga X-Author for Excel | Microsoft Office & Excel Connector | Paid | Cloud |
In the catalog
642 plugins in Salesforce Platform · Data and integration
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«Import Salesforce data faster and more accurately with an intelligent CSV uploader built for powerful upserts, automated field mapping, and smart lookup matching. Smart Lookup Data Loader is an advanced Salesforce data import tool that helps teams quickly load, update, and migrate data with precision. Easily import …»