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Conga Support

Copy and Paste Records

Conga Grid currently supports copy-and-paste operations from Google Docs®, Microsoft Excel® (desktop only), and Apple Numbers®.

There are two ways to paste records into Conga Grid℠:

  • Paste to Batch Insert: This is the default operation. Conga Grid adds new rows with the records that you paste into the grid. This ensures that you do not override existing data.
  • Paste to Batch Update: When you paste data into Conga Grid, it updates existing records. You receive a warning message confirming that you want to do this.

You can set the default option using Feature Security:

  1. Click Conga Grid Setup.
  2. Click Global Defaults in the object list.
  3. Click the Feature Security tab.
  4. Scroll down to the Paste to Batch Insert and Paste to Batch Update features.
  5. Choose to Enable, Disable, or Inherit (from the user's Salesforce permissions) each option.

How to Copy and Paste

Select the first record's fields of the column. Once selected, simply use the quick key CRTL + V, or right-click and select Paste.

Tips for Copy and Paste

If data does not paste correctly into Conga Grid, formatting issues might be to blame. For example, Excel tries to automatically detect data types and apply formatting. Dates might convert to preferred cultural settings, or numeric totals might have currency symbol prefixes. If data does not paste as expected, we recommend changing the formatting in Excel, Google Docs, or Apple Numbers to match the displayed data in Conga Grid. Cultural settings on your system might not match those of your browser or the Salesforce user.

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