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XL-Connector 365 | Salesforce Excel Online Connector

By Xappex LLC

Sync your Salesforce data with Excel documents manually and automatically

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

Industries
Financial Services
Healthcare & Life Sciences
High Tech
Business Need
Admin & Developer Tools
Data Management
Data Cleansing
Requires
Sales Cloud
Service Cloud
Revenue Cloud
Platform Cloud
Compatible With
Experience Cloud
Financial Services Cloud
Health Cloud

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

  • Xappex Data Management

  • Using Context tab of XL-Connector 365 to manipulate data

Highlights

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.

Provider Details

Xappex LLC
Las Vegas, NV 89117
Founded
2013
Website
Email
Phone
248-986-7533

At Xappex, we don't just develop software; we transform the way you interact with your Salesforce data. With the trust of thousands of enterprises worldwide, our cutting-edge admin tools seamlessly integrate Salesforce with Excel and Google Sheets, ensuring that your data management is not only efficient but also intuitive. Empower your team with Xappex. Dive into a world where time-saving meets powerful Salesforce data management. Discover the Xappex difference. Visit our website today.

Pricing Details

Freemium

You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.

Mass Insert/Update/Upsert/Delete directly from Excel Mass Merge Accounts/Contacts/Leads Mass Lead Convert Automatic scheduler to run any operation offline

Enterprise Admin

$360 USD/user/year

Free trial available for 14 days

Team Player

$120 USD/user/year

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