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Excel.IO
Excel Exporter, Excel Importer, Data Exporter
- Business Need
- Admin & Developer Tools
- Requires
- None
Excel.IO helps you export data from any list views, you change data in excel and then import them into Salesforce! Excel.IO also provides a Lightning component to export data to Excel for any list of records!
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Showing 8 of 8 Reviews
Good tool for Data manipulation, Not for Summaries
This is a pretty useful tool in that it allows us to quickly export data from list views or related lists. It's great for exporting records which you would like to manage as it automatically formats the tables with records IDs without having to create a report of the same type. Unfortunately, there are a key limitations and issues that have stopped us from using it further: the related list export does not seem to only grab selected records, and most importantly, when you export numerical data no summary calculation can be completed with the data. All of the data is exported in a 'general' format and cells need to be manually updated for each value to be summarized. The idea is sound, this is the best free available version on the Appexchange (that I've found) but it has some big limitations.
Upload opportunity files
Is it possible to upload Opportunity data from Excel Spreadsheet to Salesforce ?
Useful but limited
Easy to download and install. Seemed limited in access to certain objects, although actually downloading data very easy from those located. Couldn't figure out how to use it to upload amended data, so not the tool I need. Overall, good and simple, but limited scope.
Where are the rest of the objects?
This looks like it would be helpful, but it seems to be missing a lot of objects. Specifically I wanted to use it to help replicate User accounts to other orgs. But the User object is not available for 'configuration'. It is an option under 'import' for some reason, but that's not anymore helpful than any other data loader.
Not working on all list views
"Export to excel" button is giving error on some of the list views with the error says "Sheet name cannot exceed 31 chars", any solution to it?
Great Tool!
This is a great tool and works exceptionally well for exporting list views. I have found however it doesn't show all objects as we are not able to create a list view on the standard contract object which seems strange considering it shows all custom ones...
Excellent for exporting from related lists!
I've now switched to this from the tool I previously used on list views, because of this tool's ability to be used on related lists. Thank you, Excel IO team! :-) Is there a way to have it not export the Salesforce record ID?
Great Tool
My users are very happy to now have the possibility to export list view data as xls file
Have you tried shortening your list view names?