AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

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.

1 of 9

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

Compatibility

Required Salesforce Products
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 Salesforce Products
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
Supported Languages
English

More from Xappex LLC

  • Google Data Studio Connector
    by Xappex LLC
    Create Google Data Studio reports and dashboards based on your Salesforce data.
    Integration

  • G-Connector: Google Sheets Integration
    by Xappex LLC
    Enjoy bi-directional live data sync between Salesforce and Google Sheets. Schedule Salesforce reports and harness data for deep insights. For teams who want to report, edit, automate and work collaboratively with Salesforce data.
    Data ManagementData Cleansing

  • Excel Merge
    by Xappex LLC
    Calculate advanced Excel models. Generate Excel documents or Word documents based on record-level and related data. All with a single click in a Salesforce record page.
    ProductivityAnalytics

  • XL-Connector | Salesforce Excel Integration, Data Loading and Admin tool
    by Xappex LLC
    Work smarter with Salesforce data directly in Excel. The N1 Salesforce data loader and admin tool that saves time and effort. Import, export, bulk update records, run SOQL, manage duplicate records and streamline repeatable data tasks. Get data AI-ready
    Admin & Developer ToolsData Management