Short How To Videos

We’ll constantly updating this page with short videos about how to use XL-Connector for the tasks our customers ask the most about. Pulling values with leading zeros Creating dynamic queries Wiping out field values in Salesforce (updating records with Null … Continue Reading

In Version

In version, we’ve upgraded to the latest Salesforce API (Spring ’19) to support all the new standard objects. We’ve also introduced the ability to run all flows in all open documents to the scheduler available in Enterprise Admin: A … Continue Reading

Edit Report Filters

This week we are introducing another great feature in XL-Connector and wanted to give you a heads-up. Now you can edit and save report filters directly from Excel, no need to go to Salesforce to change that any more. Simply select … Continue Reading

Run Any Data Load Scenario with a Single Click

XL-Connector Enterprise Admin and Team Player editions allow you to run a sequence of any of the following operations in a single click on the Run Flow button: Pull results of any SOQL query from Salesforce. Create records in Salesforce. Update and … Continue Reading

Bring Picklist Values to your Salesforce Report

A Quick Tip to Make your Work with Salesforce Reports Even Easier When you first pull a report from Salesforce to Excel using XL-Connector’s Get Reports function – it will not populate your picklist columns with drop-downs containing all available … Continue Reading


You can now run all mappings set up for the current worksheet by clicking on Run Template button. You can run any VBA macro available in your document as a part of the template. Refreshing data from Salesforce and deleting … Continue Reading


Multiple value columns can now be linked to an Id column thus making it possible to lookup several data points when looking up records in Salesforce using Salesforce Id Lookup feature If a sheet is linked to a Salesforce report, … Continue Reading


CRITICAL UPDATE! If you installed or upgraded to version, please immideately update to the most recent version. We’ve discovered and fixed a very critical issue in the previous release that may affect the way data is loaded into Salesforce. … Continue Reading


It is now possible to temporarily change the filters when running a report. You can specify whether to insert/delete cells in the spreadsheet when refreshing data. Speed and stability enhancements.


Smart drag-and-drop of fields into the query box is now supported in the Get Data dialog (SOQL Query).