This US non-profit organization was facing a very difficult issue: how to import to SalesForce an old Excel Charitable Gifts and Donation Tracker template containing several years of donor data? The file was in a format that in no way was matching the required SalesForce import specifications. The file contained thousand of records.
Rather than going through a painful Excel spreadsheet related work, using filters and formulas, a process that could take hours or days, why not using custom SQL queries against the worksheet? A relatively simple macro containing a reference to the SQL library (ActiveX Data Objects) was able to accomplish the feat in a fraction of the time.Also, the reliability of this approach is much higher.
Do you have any Excel to SalesForce related issue? We can help. This example lists just one of the common problems users are experiencing when attempting to import an Excel spreadsheet into SalesForce.