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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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Revenue Cloud
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Financial Services Cloud
Health Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Listed On
08/09/2023
Supported 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
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/26/2023

Additional Details

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.

Need help?

Xappex LLC

Las Vegas, NV 89117

Support hours: 8 a.m. to 5 p.m. Eastern Standard Time Monday through Friday. Emergency support: 24 hours.

Support Phone248-986-7533
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