Auto Form Filling Software For Data Entry
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How to import Salesforce contacts from a CSV file using uipath studio in this example we will create a workflow that will automatically upload contacts from a CSV file and to your Salesforce account let's say you have already have a Salesforce account and you want to import contacts I will be using the most common standard CSV format here I have an example of a CSV file with last name first name phone number and email address let's open you a pass studio and create a new workflow by clicking the new workflow box let's delete the default opening sequence so we can start a new one the whole automation process will start from opening the web browser logging into the account and entering the data let's start by telling you a pass to imitate our manual actions let's click on the record button and click record web you can type in the full URL in the URL box or you can just put it Salesforce com let's leave everything to default values ie or Internet Explorer as our browser let's click open this will open the Salesforce website automatically in Internet Explorer now we are in the recording mode as you can see there is an orange box every time we are highlighting an element in a page that's because you a path recognizes each element of the page in which actions can be performed and that means the automations the works no matter where the location of the element is let's highlight the login button and click on it log in using your Salesforce administrator account let's put in the email address this will gives you this pop-up window just put in a data and press Enter let's do the same with a password next let's click on the login button go to the contacts tab click on your contact let's fill in the contact information let's put in the required fields which are highlighted in a red bar who is put in the first name and last name for the account name Salesforce is the default for a new Salesforce account always put in the email address and phone number we'll just base this information from our CSV sample let's say we have more data to fill out but we need to scroll to the page we cannot do that since we are on the recording mode here's what we can do you can press f2 to stop the recording mode in few seconds then we can scroll down the page there we are now ready to fill out more information when it's complete click Save & new and we are ready to enter a new data but we will stop the recording now all actions we needed for the automation process are done let's press escape to stop recording and click Save and close our new records sequence will be in our workflow we can now connect the recording sequence as our start node.
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