XL-Connector 365: The best Salesforce plugin for Excel
Brings the XL-Connector, your favorite Salesforce data management tool, to the Mac and Excel Online platforms. Unlock the ultimate Salesforce connectivity in all Excel platforms. Transform, automate and build live reports of your Salesforce data with best Salesforce plugin for Excel.
Multiple Platform Support
XL-Connector 365 is available on all Microsoft Excel platforms:
- Excel for Windows
- Excel for Mac
- Excel Online
- Excel for iOS
Automatic Data Operations
Automate everything you can do with the XL-Connector 365 plug-in manually for Excel spreadsheets stored in Microsoft SharePoint and OneDrive. You can run your automatic operations up to every 5 minutes!
Multiple Reports in one Workbook
Enhance your reporting capabilities by bringing multiple Salesforce reports into the same workbook and utilizing pivot tables, formulae, and charts to do calculations and visualize data, joining it even from objects that are not related in Salesforce.
Mass Data Loads
Breeze through mass record creation/updates fully utilizing all Excel capabilities such as filters and sorting. Enjoy amazing speed and instant error reporting when loading data directly from your Excel spreadsheet.
Other Salesforce data management solutions Xappex offers:
XL-Connector for Salesforce
Connect and export your Salesforce data to Excel.
G-Connector for Salesforce
Connect your Salesforce data to Google Sheets in a two-way sync.
Excel Merge
Calculate advanced Excel models. Generate Excel documents based on Salesforce data. All with a single click from a Salesforce record page.
Looker Studio for Salesforce
Connect Salesforce reports and queries to your Google Data Studio dashboards.
Visit our Xappex blog
Get great tips and hacks on how to optimize and manage your Salesforce data.
Some of our most popular articles:
Guide to an easy Google Drive to Salesforce integration
Salesforce users frequently need to integrate Google Drive to Salesforce platform to enhance collaboration and simplify document management processes. This integration enables users to store, share, and edit Salesforce files in Google Drive, making workflows easier and improving productivity. This article will explore different methods and best practices for integrating Google Drive with Salesforce. We’ll…
Salesforce Snapshot Reporting made easy
Imagine capturing a crystal-clear image of your Salesforce report data at a specific moment in time. Reporting Snapshots do exactly that. This frozen data serves as a historical benchmark, enabling you to track trends, analyze changes over extended periods, and compare past performance against current results. To make smart decisions and stay compliant, Salesforce users…
G-Connector: Elevating Your Google Sheets to Salesforce Integration Game
Are you using Google Sheets to elevate your CRM data game? It’s amazing how it transforms how we build and share those crucial Salesforce reports. And this is just scratching the surface, there is a lot of synergy to be gained from integrating Google Sheets with Salesforce. This combo brings a new level of flexibility…
What is the best upsert bulk api for Salesforce?
Data plays a crucial role in every aspect of operations and every organization depends on robust data management systems to remain competitive. Within the Salesforce environment, efficient handling of large volumes of data is essential, and this is where Upsert Bulk APIs come in. An Upsert Bulk API for Salesforce provides an efficient way to…