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Apttus X-Author for Excel | Microsoft Office & Excel Connector for Salesforce

Contact us for pricing X-Author is the complete Microsoft Excel Solution for Salesforce. Chooose between a variety of pricing packages for Pre-Configured Apps and Products to Build Your Own Apps! Learn more about X-Author pricing here

Discounts available for nonprofits



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Latest Release



Work in Excel. Be in Salesforce. Utilize the Power of Microsoft Office

X-Author for Excel by Apttus is a Salesforce Excel Connector which can update opportunities, assign leads, create quotes, upload data & more. Users have the power of Microsoft Office inside Salesforce. Admins drive toward 100% Salesforce adoption.

  • Use Excel as a Salesforce UI for an infinite amount of use cases: opportunity forecasts, forms, grids for any object, territory re-assignments, compliance forms, data migration between orgs, multi-worksheet processes, risk assessments, import/export data
  • Use unlimited related and unrelated standard or custom objects simultaneously to create, retrieve, update, delete and upsert data across an infinite number of Microsoft Excel worksheets for a powerful data loader.
  • Formats include lists, parent-child (n-tier), matrices, transpositions and forms. Name lookups are resolved automatically with no need for IDs in most cases. Use existing Excel workbooks, Excel templates or start fresh in new Excel documents.
Anything you can do in Salesforce you can now do faster & easier in Excel.##• Create & update Salesforce records from Excel##• Use Salesforce picklists in Excel##• Adhere to all Salesforce rules, permissions & workflows##• Use Excel analytics with live Salesforce data##• Build logic & calculations in Excel & easily use results in Salesforce####X-Author is the only solution that completely integrates Excel & Salesforce. Build your own Applications in minutes with point-and-click convenience – no coding necessary. Transform standalone Excel workbooks into enterprise applications, or create templates from scratch.##• Enterprise: Control any number of Salesforce objects & processes in one workbook##• Data Administration: Migrate and maintain data in record time##• Presto: Run Excel formulas and macros in Salesforce##• Excel Analytics: Deliver fully configured Excel reports & run analytics with ease####X-Author Out-of-the-Box Applications are available for everyday needs, including:##• Account Management##• Opportunity Management##• Campaign Management##• Quoting in Excel####Available to use with PCs, Mac computers, iPads and Google Sheets.##It's Apttus, not Apptus, Appttus or Aptus.


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited, and Developer EditionsEnterprise & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 4
  • Custom Applications: 1
  • Custom Tabs: 3

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
Microsoft Windows 7##Microsoft Windows 8####Microsoft Excel 2007 and up####Microsoft .NET Framework 4.5##Microsoft Microsoft Visual Studio 2010 Tools for Office Runtime##Microsoft Microsoft Office 2010 Primary Interop Assemblies

Support Standard: 12/5 live phone support, 48-hour response time, 24/7 online support access Additional Premium: >2 hour response time, 24x7 critical case hotline access, (5) 24x7 Apttus online portal passes, optional dedicated Technical Account Manager

Additional Information

Package Name
Apttus X-Author™ For Excel
1.0.0007 / 1.7.0
First Release
Latest Release

Customization Guides

Apttus Quote-to-Cash, CPQ, Contract Management, Billing Management, SRM
San Mateo, CA, United States
(650) 445-7700

Apttus, the category-defining Quote-to-Cash software company, drives the vital business process between the buyer’s interest in a purchase and the realization of revenue. Apttus is delivered on the Salesforce App Cloud, the world’s most trusted and comprehensive cloud delivery infrastructure. Applications include Configure Price Quote (CPQ), Renewals, Contract Management, Supplier Relationship Management (SRM), Contract Lifecycle Management and Revenue Management. Additionally, Apttus’ patent pending X-Author technology enables Microsoft Office to be a user-interface with full interaction and control between Salesforce and Microsoft Office. Apttus is based in San Mateo, California, with additional offices located across the globe. For more information visit: