Import From Platform: Salesforce Report

Modified on Tue, 4 Jun at 12:51 PM


Salesforce data can be imported into Gigasheet using the Salesforce Data Connector.

How to get there

Login to Gigasheet > New+ > Data Connectors > search and select Salesforce Report connector

Step 1: Be sure to be signed into Salesforce and allow access.

Step 2: Select the Report you would like to Import and toggle the Schedule. This can be found on the Salesforce share URL.

Step 3: Set the schedule for the import and Update & Run. This will take a few minutes. We'll email you when the import is complete.

Step 4: Review the scheduled imports on your Gigasheet account. 

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