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Connect Excel to Salesforce like Magic

How to Use Magical to Transfer Data from Excel to Salesforce
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Transfer Data from Excel to Salesforce: A Step-by-Step Guide

With Magical, you can transfer data from Excel to Salesforce in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Excel to Salesforce, helping you streamline your data entry and optimize your sales processes.

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More Excel integrations with Magical

What Excel data can you transfer

Magical enables you to transfer a wide array of data from Excel to Salesforce. Here are some examples of the information you can extract:

Cell Data
Row Data
Column Data
Sheet Name
And move more types of information by creating your own custom labels.

How to Transfer data from Excel to Salesforce using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Excel to Salesforce for more efficient data entry. Follow these steps:

  1. Open your Excel spreadsheet and select the data you want to transfer, such as customer information and sales details.
  2. Label the information you want to transfer with Magical, like Customer Name, Email Address, or Company Name.
  3. Sign in to your Salesforce account and open the record where you want to add the Excel data.
  4. Type "//" in an empty field and select the information you want to transfer from Excel such as Customer Name, Email Address, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Excel and Salesforce

Efficient data entry is crucial to maintaining a streamlined sales process. Excel is a powerful data management tool and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your sales efforts. By leveraging Magical, you can easily move information from Excel to Salesforce, allowing you to focus on closing deals and improving customer relationships.

Other ways to connect Excel and Salesforce

Using Zapier

Zapier provides a seamless connection between Excel and Salesforce, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Excel and Salesforce is by directly utilizing Salesforce's API. By integrating Excel data with Salesforce's API, you empower sales teams with real-time customer insights, fostering improved communication and a superior customer experience. To employ this method, refer to Salesforce's API documentation.

Common questions


Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on LinkedIn profiles and transfer data directly to Google Sheets. The extension is designed to simplify the process of data collection by automating the extraction of information from LinkedIn profiles. Magical is free, easy to use, and it can save you a lot of time and effort.


To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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