Workflow: Microsoftexcel Manual Create

Workflow Details

Download Workflow
{
    "nodes": [
        {
            "id": "e67d505c-20a3-4318-ba6b-d73db55e88e4",
            "name": "On clicking 'execute'",
            "type": "n8n-nodes-base.manualTrigger",
            "position": [
                240,
                240
            ],
            "parameters": [],
            "typeVersion": 1
        },
        {
            "id": "172d7c44-c488-4523-a0ad-1c903374c3e8",
            "name": "Search Salesforce accounts",
            "type": "n8n-nodes-base.salesforce",
            "position": [
                680,
                240
            ],
            "parameters": {
                "query": "=SELECT id, Name FROM Account WHERE Name = '{{$json[\"Company Name\"].replace(\/'\/g, '\\\\\\'')}}'",
                "resource": "search"
            },
            "credentials": {
                "salesforceOAuth2Api": {
                    "id": "40",
                    "name": "Salesforce account"
                }
            },
            "typeVersion": 1,
            "alwaysOutputData": false
        },
        {
            "id": "ae559728-f82e-44d6-8cfe-512151ee6867",
            "name": "Keep new companies",
            "type": "n8n-nodes-base.merge",
            "position": [
                900,
                40
            ],
            "parameters": {
                "mode": "removeKeyMatches",
                "propertyName1": "Company Name",
                "propertyName2": "Name"
            },
            "typeVersion": 1
        },
        {
            "id": "e01310a4-2b47-4deb-8058-ab878cf83fc1",
            "name": "Merge existing account data",
            "type": "n8n-nodes-base.merge",
            "position": [
                900,
                440
            ],
            "parameters": {
                "mode": "mergeByKey",
                "propertyName1": "Company Name",
                "propertyName2": "Name"
            },
            "typeVersion": 1
        },
        {
            "id": "1bc3a47f-ad77-4e2f-a777-6259017d8551",
            "name": "Account found?",
            "type": "n8n-nodes-base.if",
            "position": [
                1120,
                440
            ],
            "parameters": {
                "conditions": {
                    "string": [
                        {
                            "value1": "={{ $json[\"Id\"] }}",
                            "operation": "isNotEmpty"
                        }
                    ]
                }
            },
            "typeVersion": 1
        },
        {
            "id": "a488fcfc-f67c-43db-8924-b8b341417aec",
            "name": "Remove duplicate companies",
            "type": "n8n-nodes-base.itemLists",
            "position": [
                1120,
                140
            ],
            "parameters": {
                "compare": "selectedFields",
                "options": [],
                "operation": "removeDuplicates",
                "fieldsToCompare": {
                    "fields": [
                        {
                            "fieldName": "Company Name"
                        }
                    ]
                }
            },
            "typeVersion": 1
        },
        {
            "id": "c175dfee-2294-4fa1-a33a-801b66857541",
            "name": "Set Account ID for existing accounts",
            "type": "n8n-nodes-base.renameKeys",
            "position": [
                1340,
                440
            ],
            "parameters": {
                "keys": {
                    "key": [
                        {
                            "newKey": "Account ID",
                            "currentKey": "Id"
                        }
                    ]
                },
                "additionalOptions": []
            },
            "typeVersion": 1
        },
        {
            "id": "9a393665-afba-4bc1-b590-19fab4b675c7",
            "name": "Retrieve new company contacts",
            "type": "n8n-nodes-base.merge",
            "position": [
                1780,
                40
            ],
            "parameters": {
                "mode": "mergeByKey",
                "propertyName1": "Company Name",
                "propertyName2": "Name"
            },
            "typeVersion": 1
        },
        {
            "id": "5be06058-5aa6-4160-b5e6-39677514dfcc",
            "name": "Set new account name",
            "type": "n8n-nodes-base.set",
            "position": [
                1560,
                140
            ],
            "parameters": {
                "values": {
                    "string": [
                        {
                            "name": "id",
                            "value": "={{ $json[\"id\"] }}"
                        },
                        {
                            "name": "Name",
                            "value": "={{ $node[\"Remove duplicate companies\"].json[\"Company Name\"] }}"
                        }
                    ]
                },
                "options": [],
                "keepOnlySet": true
            },
            "typeVersion": 1
        },
        {
            "id": "5f535598-e50f-4ff6-a2db-687a7df3befe",
            "name": "Create Salesforce account",
            "type": "n8n-nodes-base.salesforce",
            "position": [
                1340,
                140
            ],
            "parameters": {
                "name": "={{ $json[\"Company Name\"] }}",
                "resource": "account",
                "additionalFields": []
            },
            "credentials": {
                "salesforceOAuth2Api": {
                    "id": "40",
                    "name": "Salesforce account"
                }
            },
            "typeVersion": 1
        },
        {
            "id": "75c80602-7bfd-4662-b6bd-14384a03bc24",
            "name": "Create Salesforce contact",
            "type": "n8n-nodes-base.salesforce",
            "position": [
                2000,
                240
            ],
            "parameters": {
                "lastname": "={{ $json[\"Last Name\"] }}",
                "resource": "contact",
                "operation": "upsert",
                "externalId": "Email",
                "externalIdValue": "={{ $json[\"Email\"] }}",
                "additionalFields": {
                    "email": "={{ $json[\"Email\"] }}",
                    "firstName": "={{ $json[\"First Name\"] }}",
                    "acconuntId": "={{ $json[\"Account ID\"] }}"
                }
            },
            "credentials": {
                "salesforceOAuth2Api": {
                    "id": "40",
                    "name": "Salesforce account"
                }
            },
            "typeVersion": 1
        },
        {
            "id": "f73ed50e-8fa6-4baf-90d2-4167d1823d27",
            "name": "Microsoft Excel",
            "type": "n8n-nodes-base.microsoftExcel",
            "position": [
                460,
                240
            ],
            "parameters": {
                "range": "A1:E11",
                "resource": "worksheet",
                "workbook": "CA5C20CA5A0862D9!1122",
                "operation": "getContent",
                "worksheet": "{00000000-0001-0000-0000-000000000000}"
            },
            "credentials": {
                "microsoftExcelOAuth2Api": {
                    "id": "44",
                    "name": "Microsoft Excel account"
                }
            },
            "typeVersion": 1
        }
    ],
    "connections": {
        "Account found?": {
            "main": [
                [
                    {
                        "node": "Set Account ID for existing accounts",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Microsoft Excel": {
            "main": [
                [
                    {
                        "node": "Keep new companies",
                        "type": "main",
                        "index": 0
                    },
                    {
                        "node": "Search Salesforce accounts",
                        "type": "main",
                        "index": 0
                    },
                    {
                        "node": "Merge existing account data",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Keep new companies": {
            "main": [
                [
                    {
                        "node": "Remove duplicate companies",
                        "type": "main",
                        "index": 0
                    },
                    {
                        "node": "Retrieve new company contacts",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Set new account name": {
            "main": [
                [
                    {
                        "node": "Retrieve new company contacts",
                        "type": "main",
                        "index": 1
                    }
                ]
            ]
        },
        "On clicking 'execute'": {
            "main": [
                [
                    {
                        "node": "Microsoft Excel",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Create Salesforce account": {
            "main": [
                [
                    {
                        "node": "Set new account name",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Remove duplicate companies": {
            "main": [
                [
                    {
                        "node": "Create Salesforce account",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Search Salesforce accounts": {
            "main": [
                [
                    {
                        "node": "Keep new companies",
                        "type": "main",
                        "index": 1
                    },
                    {
                        "node": "Merge existing account data",
                        "type": "main",
                        "index": 1
                    }
                ]
            ]
        },
        "Merge existing account data": {
            "main": [
                [
                    {
                        "node": "Account found?",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Retrieve new company contacts": {
            "main": [
                [
                    {
                        "node": "Create Salesforce contact",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Set Account ID for existing accounts": {
            "main": [
                [
                    {
                        "node": "Create Salesforce contact",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        }
    }
}
Back to Workflows

Related Workflows

Localfile Manual Create Webhook
View
Schedule Filter Create Scheduled
View
Send Discord message from Webflow form submission
View
Manual Noop Automate Triggered
View
Google Sheet to Mailchimp
View
Jira Automate Triggered
View
AI-Generated Summary Block for WordPress Posts - with OpenAI, WordPress, Google Sheets & Slack
View
Write a WordPress post with AI (starting from a few keywords)
View
Extract And Decode Google News RSS URLs to Clean Article Links
View
GoogleSheets Gmail Create Triggered
View