The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"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": {
"name": "<your credential>"
}
},
"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": {
"name": "<your credential>"
}
},
"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": {
"name": "<your credential>"
}
},
"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": {
"name": "<your credential>"
}
},
"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
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
microsoftExcelOAuth2ApisalesforceOAuth2Api
About this workflow
Microsoftexcel. Uses manualTrigger, salesforce, itemLists, renameKeys. Event-driven trigger; 12 nodes.
Source: https://github.com/Zie619/n8n-workflows — original creator credit. Request a take-down →