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XL-Connector 365 | Salesforce Excel Online Connector

Sync your Salesforce data with Excel documents manually and automatically

Overview

Work in Excel Online with Salesforce data. Import, export, bulk update, and schedule refresh in OneDrive or SharePoint. Start a 14-day trial.

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See How XL-Connector 365 | Salesforce Excel Online Connector Works

  • Run any Salesforce report or SOQL query and put the results into an Excel spreadsheet. Once connected the data can be refreshed from Salesforce in a single click on the Refresh button or automatically on a schedule running up to every 5 minutes.

  • Mass Update/Insert/Upsert records in Salesforce directly from your Excel spreadsheet open in Excel for Mac, Excel for Windows, or Excel Online (coming soon).

  • Schedule any data pull or push operation to be run automatically offline from a document saved in OneDrive or Sharepoint

  • Mass-merge Account, Contacts, and Leads

  • Mass-convert Leads

  • Edit any Salesforce-specific data type (like picklists, multi-select picklists, Lookup fields, etc.) conveniently using built-in editors.

XL-Connector 365 brings your favorite Salesforce data loading tool to the Mac and Excel Online platforms. We take advantage of OneDrive too making it possible to refresh data in your spreadsheets stored there on a schedule (up to every 5 minutes!) when you’re offline.

Categories

Business Needs
Admin & Developer Tools
Data Management
Data Cleansing
Industries
Financial Services
Healthcare & Life Sciences
High Tech
Personas
Administrator
Data Analyst
Developer
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield

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