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Converting Excel Employees into Salesforce Contacts

Forum|Forum|2 years ago
January 30, 2024
4 replies
67 views

I would like to know if there is a way to convert employee cards from auto generate Excel org charts into contact cards for Salesforce. The current format of the org chart from Excel lists all contacts as employees, but is there a function to convert them to contacts?

Best answer by Phillip W

Hey @jacki -- thank you for the response! So, you can certainly create an Org Chart from an Excel dataset, however, there is no way to convert that Org Chart into contact cards. You can, however, import your dataset into Lucidchart and utilize it to create contact cards and then manually create an account map. You could also import your dataset into Salesforce and then utilize the Salesforce integration with Lucidchart to create cards and account maps.

Let me know if these options would work for you -- if not, give me a shout back, I’d be happy to look into this a bit further!

Phillip W

Lucid support team

Hey @jacki -- thanks for posting! I would recommend checking out our Salesforce integration and determine if this fits the bill for you use case. If this isn’t quite what you’re looking for, let me know, I’d be happy to take a closer look!

J

jackiAuthor

Phillip,
I am aware that I can create a new contact in Lucidchart by manually inputting the contact information. However, I am wondering if there is a way to automatically transform employee data from an Excel-generated org chart into contact cards in Lucidchart, which can then be created in Salesforce.

Phillip WAnswer

Lucid support team

Hey @jacki -- thank you for the response! So, you can certainly create an Org Chart from an Excel dataset, however, there is no way to convert that Org Chart into contact cards. You can, however, import your dataset into Lucidchart and utilize it to create contact cards and then manually create an account map. You could also import your dataset into Salesforce and then utilize the Salesforce integration with Lucidchart to create cards and account maps.

Let me know if these options would work for you -- if not, give me a shout back, I’d be happy to look into this a bit further!

Micah

Lucid community team

Hi! I’m Micah from Lucid’s community team. 👋 Jumping in here to share about Lucid’s Data Trusted User Group. This group is made up of knowledgeable users who regularly analyze and visualize data in their work. As part of this group, you’ll have the opportunity to connect directly with Lucid’s product team, gain early access to beta features, and share insights about your needs, shaping the future of Lucid’s data solutions 🎉 You can learn more and request to join here. Thanks!

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