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Steph12345
Importing from Excel into a multi-select Picklist?
Is there a way to import excel data into a multi-select Picklist?
I need to a) have several values in my excel field which will map to different existing options on the Picklist, and b) not overwrite any existing selections in the Picklist if I am updating a pre-existing Contact.
At the moment it just imports whatever I have into the excel field as a new option on the picklist, overwriting whatever was previously selected.
I need to a) have several values in my excel field which will map to different existing options on the Picklist, and b) not overwrite any existing selections in the Picklist if I am updating a pre-existing Contact.
At the moment it just imports whatever I have into the excel field as a new option on the picklist, overwriting whatever was previously selected.
Item_1;Item2;Item3
To update custom excel info into this format you will have to make sure of the following:
1) Your options in Excel are the same text values as the ones in your Multi-picklist (otherwise they will be added as temporary values as you noticed). You can do this with a simple find replace.
2) Your items need to be semi-colon separated. There is no join function in Excel for a range of cells, but with a bit of formula work and IFs you can use the CONCATENATE function to achieve this (only applicable if your multi-picklist values in excel are in different cells).
3) You need to join your new values with the existing ones in that picklist. The way I usually accomplish this is create a dummy column at the end containing my new values already formatted with semicolons. Then I use a formula to combine the connector data column and this new values column in yet another column. Then I copy my newest "result" column and do edit->paste special->values into the data column replacing the old with the combination of old and new.
Whenever I work with the connector I almost always have to do data processing first with formulas.
Hope this helps.
- Yori
I am trying to do something very similar, and wondering if you can provide me with some help regarding the excel formula.
For each name, I need an output the CONCATENATEs the name of the column if there is an X in that column, seperated with semicolons. (The Desired Output column). I can then map that value to the associated multiselect picklist in Salesforce.
A B C Desired Output
Name X X A;B
Name2 X X X A;B;C
Name3 X X A;C
I really do appreciate any help you can give,
Tim
Hi - was there any answer to your problem?
thanks,
Peter
=if(B2="X","A;","")&if(C2="X","B;","")&if(D2="X","C;","")
=SUBSTITUTE(CONCATENATE(IF(B2="X","A;","")&IF(C2="X","B;","")&IF(D2="X","C;",""),"."),";.","")
=IF(AND(ISBLANK(B5),ISBLANK(C5),ISBLANK(D5)),"",(SUBSTITUTE(CONCATENATE(IF(B5="X","A;","")&IF(C5="X","B;","")&IF(D5="X","C;",""),"."),";.","")))
- https://www.extendoffice.com/product/kutools-for-excel/excel-combine-duplicate-rows.html