How to update Salesforce Pardot from Excel

The CData Excel Add-In for Salesforce Pardot enables you to edit and save Salesforce Pardot data directly from Excel. This article explains how to transfer data from Excel to Salesforce Pardot. This technique is useful if you want to work on Salesforce Pardot data in Excel and update changes, or if you have a whole spreadsheet you want to import into Salesforce Pardot. In this example, you will use the Prospects table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Salesforce Pardot connection by clicking From Salesforce Pardot on the ribbon.

Salesforce Pardot supports connecting through API Version, Username, Password and User Key.

• ApiVersion: The Salesforce Pardot API version which the provided account can access. Defaults to 4.
• User: The Username of the Salesforce Pardot account.
• Password: The Password of the Salesforce Pardot account.
• UserKey: The unique User Key for the Salesforce Pardot account. This key does not expire.
• IsDemoAccount (optional): Set to TRUE to connect to a demo account.

Accessing the Pardot User Key

The User Key of the current account may be accessed by going to Settings -> My Profile, under the API User Key row.

Retrieve Data from Salesforce Pardot

To insert data into Salesforce Pardot, you will first need to retrieve data from the Salesforce Pardot table you want to add to. This links the Excel spreadsheet to the Salesforce Pardot table selected: After you retrieve data, any changes you make to the data are highlighted in red.

1. Click the From Salesforce Pardot button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the Prospects table.
3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Salesforce Pardot

After retrieving data, you can add data from an existing spreadsheet in Excel.

1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, . 👁 A local copy of a table. One row will be inserted. (QuickBooks is shown.)
   
2. After using a formula to reference the cells you want to add to Salesforce Pardot, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Prospects sheet. 👁 The range of changes to update. (QuickBooks is shown.)
   
3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.