XL-Connector

What is XL-Connector?

XL-Connector provides tools for extracting data from Salesforce, work on it with Excel, and push it back with one click - no CSV files, no hassle, have all the amazing Excel tools at your fingertips: pivot tables, charts, formulas, surveys, etc.

Instant Access to Data

Get new data from Salesforce.com an even easier way - just click the update button and it will be updated instantly! Make changes to the data now, and once you're done, send the modified data back to Salesforce in one click.

Multi-account support

And if you have multiple logins, the XL-Connector keeps them, so switching between accounts is easy. There is no limit to how many Salesforce.com for connections.

Minimum Learning Curve

Once installed, go to the XL-Connector tab on your Excel tape, log in with your Salesforce ID, and click "Reports." It took longer typing this phrase than viewing your real-life data on your screen in a familiar Excel user interface.

Installation in seconds

There is no need to request a demo or even pick up your phone. Installation and configuration takes only a few seconds, and is so intuitive and easy that, as it is put by users, one knows Excel - knows XL-Connector. You could start working on your data right away.

Work with your Salesforce data in a familiar Excel environment. A connector to Microsoft Excel that allows bulk updates, inserts, deletions, merges, and lead conversion. Create Opportunities, accounts, leads, quotes, and other SFDC objects.

Bulk upgrade opportunities, account management, lead attribution, lead conversion, bulk account merge, contacts and leads, custom metadata upload

System Requirements

Salesforce account

Excel