XL-Connector
The Ultimate Power Tool for Salesforce Data Management in Microsoft Excel
In the modern data-driven organization, the synergy between powerful CRM platforms and versatile analysis tools is critical. XL-Connector emerges as the premier, trusted plugin that seamlessly and safely bridges the world’s leading customer relationship platform, Salesforce, with the universal language of data: Microsoft Excel. This powerful integration establishes a lightning-fast API connection, enabling administrators and power users to effortlessly export, import, refresh, and transform data directly within the familiar, flexible environment of Excel. It transforms spreadsheets from a static tool into a dynamic command center for comprehensive Salesforce data and metadata management.
Ideal Tool for Salesforce Data Management in Excel
XL-Connector is engineered to be the extension every Salesforce admin has wished for, providing a comprehensive toolbox that operates without boundaries. It empowers users to leverage the full analytical might of Excel directly on their live Salesforce data.
Export from Salesforce to Excel with Unprecedented Flexibility
Bid farewell to manual reports and cumbersome exports. With XL-Connector, you can instantly pull live data into Excel using two powerful methods. You can export directly from any existing Salesforce report with a single click, or you can build your own precise SOQL query for granular control, pulling exactly the records and fields you need directly into a worksheet. This direct conduit means you are always working with the most current data.
Import and Transform Data into Salesforce with One-Click Simplicity
The cycle is complete when you push data back. You can cleanse, reorganize, and enrich your data using all of Excel’s native tools—powerful formulas, Find & Replace, and conditional formatting—and then update, insert, or upsert thousands of records back into Salesforce with a single click. It is the ideal Salesforce data cleansing tool, allowing for bulk corrections, deduplication, and standardization outside the platform before seamlessly syncing improvements.
Unlock Unlimited Potential and Boost Productivity
XL-Connector removes the typical constraints of manual processes, offering extraordinary capabilities that save organizations countless hours and significantly boost team productivity.
- No Row Limits: Perform data operations on any dataset size. Whether you’re managing hundreds or millions of records, XL-Connector handles it without restriction.
- Leverage Full Excel Functionality: Apply pivot tables to analyze Salesforce trends, create insightful charts for visualization, and use complex formulas to calculate new fields before import. Your Salesforce data becomes as malleable as any local dataset.
- Robust Metadata Management: Access and manage critical Salesforce metadata—object names, field properties, picklist values—directly within Excel. This facilitates smarter data mapping, validation, and governance.
- Private and Secure: The connection operates with robust, configurable security protocols, ensuring your sensitive CRM data remains protected during transfer and manipulation.
By keeping your Excel sheets dynamically linked to Salesforce, XL-Connector dramatically improves data quality and currency. Teams no longer work from stale, exported CSV files; they interact with a live, two-way street of information.
In essence, XL-Connector is more than a plugin; it is a transformative workflow engine. It saves hours and days of manual data loading by automating the sync between your system of record and your system of analysis. It empowers users with amazing features for data manipulation, turning Excel into a powerful cockpit for driving data integrity, strategic insight, and operational efficiency within the Salesforce ecosystem. It is, unequivocally, the most valuable addition to any Excel power user’s arsenal who works with Salesforce.
Perform and automate any data operation in bulk
Mass create, update and upsert opportunities, accounts, leads, quotes and other SFDC objects with XL-Connector. Become a master of bulk updates and upserts in Salesforce with just a click of a button!
Manage your Salesforce duplicate records
Efficiently merge Salesforce Accounts, Contacts, and Leads in bulk (available in the Enterprise Admin edition).
Delete your Salesforce records in bulk
Mass delete records in Salesforce and keep your data fresh and updated.
Perform your Salesforce Data Migration with the help of XL-Connector Safely migrate large amounts of data.
XL-Connector: Your Ideal tool for Salesforce metadata management.
XL-Connector is the only Excel to Salesforce connector that provides a complete assortment of metadata management tools that will hugely boost the productivity of Salesforce admins.
These tools enable management of such things as fields, validation rules, processes, picklists, security settings, custom metadata and much more. Tasks that normally take days, like updating the descriptions and help texts of data fields, will take minutes with XL-Connector.
Other XL-Connector great features you will appreciate
Super intuitive user interface
A climax between simplicity and comprehensiveness, The user interface is very friendly and presents a minimal learning curve.
Security by design
XL-Connector is a locally installed app that doesn’t send your data anywhere outside of your secure environment. There’s no cloud component to it, so the data travels directly between your PC and Salesforce instance over a secure encrypted channel.
What’s new
• official site does not provide any info about changes in this version