SimpleImport

How will you use SimpleImport?

For myself

Increase your efficiency by streamlining repeat importing processes. Whether it be new leads, updating accounts or working with your custom objects.

For my team

Save time and trust your team to import with ease, allowing you to focus on what’s important. Delegating importing tasks has never been simpler.

For my partners

Unlock mass data entry to your partner users with an on-rails importing experience. You define it, they use it. Simple.

Import data in a Salesforce digital experience

Repeat imports take less than 20 seconds with our drag and drop Lightning Component. You can even place it on a Salesforce digital experience (community).

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Delegate secure data importing to your users

Restricting spreadsheet data imports to a select number of admins isn’t scalable and often just doesn’t work. We see that play out across industries – from tiny nonprofits through to the largest global companies.

Map it once, reuse it forever

Preconfigure your import job by saving an import mapping. Users only need to drag and drop their spreadsheet file onto the Lightning component. No training required!

Fast install

Get up and running with SimpleImport in your Salesforce org within just 5 minutes.

User-centric

Feel confident with a user-centric interface that simplifies your data import tasks.

On-rails

Empower your team with on-rails importing by utilising saved object and field configurations.

“SimpleImport frees up time to focus on the actual work we do.”

Sharm Das, Database Manager at Mental Health UK

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Sheron Tsebe

Rating: 5 out of 5.

“Super easy to use and delivers fast imports. I really recommend this tool especially for non admin users.”

Larry Caper

Rating: 5 out of 5.

“Empowers our business units to be responsible for their data within the guardrails set by system administrators.”

Mike Kuehner

Rating: 5 out of 5.

“We were able to create a set of import processes that have been a big time savers for data entry.”

Supports all standard and custom objects

Whether you have leads to import or opportunities to create, SimpleImport Premium supports all standard and custom objects giving you greater flexibility in importing your data across Salesforce.

Multi-sheet workbooks, macros and complex formulas

Utilise the spreadsheets you need with multiple sheets, complex formulas, and handy macros for your users. The support for XLS, XLSX, XLSM, ODS and CSV files gives you the file control and flexibility you need.

Restrict imports by user and profile

Don’t compromise minimum-access security or the permissions you have in place. Limit object and field mapping access by user or profile.

Mitigate risk with undo

Importing in production can be scary… Don’t worry! As a business user or admin overseer, revert jobs back to their pre-operation state with one click.

Pricing comparisons

SimpleImport Premium starts at $1,500 per year. We offer nonprofit discounts.

 

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Free
$0
single license
Premium
$1,500
starting at per year
All editions (inc. Professional without API) Red Cross tick tick tick
Supported file formats: CSV only CSV only XLS, XLSX, ODS & CSV XLS, XLSX, ODS & CSV
Supported objects: All standard
& custom objects
Limited Accounts, Contacts, Leads, Opportunities & Contracts All standard
& custom objects
Object and field user restrictions Red Cross Red Cross tick tick
Update matching: Salesforce.com ID
& External ID
Salesforce.com ID, Email,
Name & Site
Salesforce.com ID All text field, IDs
& combinations
Digital Experience implementations Red Cross Red Cross Red Cross tick
Managed Import component Red Cross Red Cross Red Cross tick
Undo jobs Red Cross Red Cross tick tick
Uploaded files are retained for: n/a n/a 7 Days 3 Months 2
Maximum single file upload size: 50,000+ records 50,000 records 150KB 20MB
Total retained file size: n/a n/a 25MB User x 250MB
Maximum usage in a 7 day window: n/a n/a 50MB User x 1GB
Simultaneous Master-Detail import (ie. Account & Contact) Red Cross tick3 tick tick
Save field mappings tick Red Cross tick tick
Add imported Leads & Contacts to a Campaign Red Cross tick tick tick
Delete existing records Red Cross Red Cross Red Cross tick
Compatible with Flows Red Cross Red Cross Red Cross tick
Multi-sheet file support Red Cross Red Cross tick tick
Non-admin control Red Cross Red Cross tick tick