What can ExtendInsights do?
ExtendInsights transforms Excel, enabling users to seamlessly write back data to their selected ecosystem. This powerful tool helps keep data up to date with ease.
Updating records is quick and effortless!
ExtendInsights interacts with data sources, for users to efficiently perform business processes such as:
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How to Create New Record
In this article we will focus on creating new records using ExtendInsights using Salesforce as a data source.
Step 1: Plan your template layout
💡 Tip:
It is best to check out the forms and fields and identify the header, and required fields that you may need to build the template.
Checking field requirements in advance helps minimize errors during the upload process.
For this example, we are creating Accounts with Contacts. Below is the layout with mandatory fields:
Account Name
Contacts: Contact Id
Contacts: Account Id
Contacts: First Name
Contacts: Last Name
Contacts: Business Phone Number
Step 2: Create or Load your Template in Excel
Templates are essential for mapping data from Excel to Salesforce.
If you already have a template, load it into your Excel sheet.
If you need to create one, follow the step-by-step instructions in this guide.
Step 3: Enter data to the cells
There are multiple ways to create records in ExtendInsights. Since you're working in Excel, you have the flexibility to enter data manually or use Excel’s built-in features for efficiency.
Ways to Enter Data:
✅ Manually enter values – Type directly into the cells and use the picklist feature to select values for list fields.
✅ Copy/Paste from other systems – If your data is prepared elsewhere, simply copy and paste it into the template.
✅ Use formulas – Reference data from other sheets to automate data entry.
Learn more about different ways to enter data here.🚀
💡 Tip: Ensure all mandatory fields are included in your template before uploading.
Step 4: Upload Data
Send your data to the connected data source by expanding the Actions section and selecting Upload Rows.
What to Expect After Uploading:
Wait for the process to complete, do not switch to other tabs while upload is in-progress.
Newly created records that were successfully created will have values on the ID field (column 2) and will be highlighted in green.
If there are errors, they will be displayed in Column A for easy troubleshooting.
Step 5: Validate your Data
After uploading, it's important to review your data to ensure accuracy.
Best Practices for Validation:
Check for any missing or incorrect details.
Review error messages (if any) and resolve them before re-uploading.
Save your template for future use to streamline similar uploads.
By following these steps, you can efficiently create and manage records with ExtendInsights! 🚀