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Companion workflow for Excel node docs

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Excel 365 (the online version of Microsoft Excel). For a version working with regular Excel files check out this workflow instead. To run the workflow: Make sure you have both Excel 365 and Salesforce authenticated with n8n. Have a Microsoft Excel workbook with contacts and their account names ready: Select the workbook and sheet in the Microsoft Excel node of the workflow, then configure the range to read data from: Hit the Execute Workflow button at the bottom of the n8n canvas: Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.

How it works: The workflow starts by sending a request to a website to retrieve its HTML content. It then parses the HTML extracting the relevant information The extracted data is storted and converted into a CSV file. The CSV file is attached to an email and sent to your specified address. The data is simultaneously saved to both Google Sheets and Microsoft Excel for further analysis or use. Set-up steps: Change the website to scrape in the "Fetch website content" node Configure Microsoft Azure credentials with Microsoft Graph permissions (required for the Save to Microsoft Excel 365 node) Configure Google Cloud credentials with access to Google Drive, Google Sheets and Gmail APIs (the latter is required for the Send CSV via e-mail node).

Seamlessly Sync and Update Data from a csv in OneDrive to Excel with n8n This workflow is perfect for users who need a reliable, automated way to transfer and organize data from OneDrive into Excel—especially for tasks like portfolio tracking, inventory management, and record-keeping. By monitoring your OneDrive folder for new CSV files, it performs data cleaning, transformation, and real-time updates in an Excel sheet, ensuring only new or changed records are added. How it Works Automated Monitoring: Every minute, the workflow scans a designated OneDrive folder for new files. File Verification: It checks if the detected file is in CSV format; if not, the process stops with an error message. Data Extraction and Cleaning: CSV data is loaded, and irrelevant headers are removed before mapping to specified columns in Excel. Excel Update: The workflow maps data to your Excel sheet, updating only new or modified entries based on a unique identifier ("Ticker/ISIN"). Cleanup: To keep your OneDrive organized, processed files are deleted after updating Excel. Setup Steps Connect OneDrive and Excel Accounts: Link your Microsoft OneDrive and Excel accounts in n8n. Designate Folder and Worksheet: Specify the OneDrive folder for monitoring and the Excel sheet for data updates. Configure Sync Frequency and CSV Validation: Set the monitoring frequency to every minute and ensure the workflow identifies CSV files accurately. Once configured, this workflow offers a hands-free, efficient solution to keep your OneDrive and Excel data synchronized effortlessly.