01-xl-connector-365

XL-Connector 365: The best Salesforce plugin for Microsoft 365 Excel

Access a complete data management and automation toolbox that, combined with the power of Excel, will take your productivity to new heights.

XL-Connector 365 is your favorite Salesforce data management tool for the Mac and Excel Online platforms. Perform data loads, manipulate your data, automate your operations and build live reports unlocking the ultimate Salesforce connectivity on any Excel platform.

Get a Demo

One tool, multiple uses

data-loading

Data Loading

multiple-platform-support

Multiple Platform Support

automation

Automation

reporting

Reporting and Data Analysis

team-collaboration

Team Collaboration

data-cleansing

Data Cleansing

special-admin-tools

Special Admin Tools

data-migration

Data Migration

App Exchange 5/5

⭐⭐⭐⭐⭐
Play Video

Multiple Platform Support: Sync your Salesforce data to any Excel platform

XL-Connector 365 is available on all Microsoft 365 platforms:

  • Excel for Windows

  • Excel for Mac

  • Excel Online

install now
02-xl-connector-365-2
Automating Data Sharing

Automating Data Sharing

⭐⭐⭐⭐⭐

This app has increased our operational efficiency DRASTICALLY. Almost everything was intutitive and easy to use. Perfect for orgs that have limited licensese but need data available to more users.

Paige Zick

My job would be near impossible without this app.

My job would be near impossible without this app.

⭐⭐⭐⭐⭐

I have been using this application for several years, initially as an independent consult on many client orgs and more lately as one half of an in house salesforce team. I have not come across a better way to upload, update, manipulate or report on Salesforce. If you have decent Excel skills then it is really invaluable. By comparison with other import tools it also looks like a bargain. I would not be without it.

Grant Neville

A MUST HAVE

A MUST HAVE

⭐⭐⭐⭐⭐

Once I used it, I had to tell everyone I knew about it. It makes managing data in Salesforce SO EASY. We've been able to transform some business processes completely and save HOURS of work and avoid spending money on a 3rd party system.

Alissa Wright

Play Video

Experience the fastest Data Loader

  • XL-Connector 365 will take data loading speed to another level.

  • Perform unlimited exports and imports in bulk directly from Excel.

  • Pull your data from Salesforce reports or via dynamic SOQL.

  • Batch size support

  • Synchronous and Asynchronous data imports

  • Experience no row limits in your data Loads

  • Enjoy instant error reporting

Install now

Take your Salesforce automation in Excel to the next level

  • Schedule automatic data refeshes for all your tabs or individual ones.

  • Push data to Salesforce automatically on a schedule. 

  • All operations can run up yo every 5 minutes in files saved in OneDrive and Microsoft SharePoint.

Get a free trial
03-xl-connector-365
Play Video
Keep the quality of your Salesforce data

  • Keep your data hygiene and quality with seamless manipulation: mass update, upsert, insert, delete, undelete and merge your records.

  • Get full support for mass merging records in Salesforce

  • Mass convert your leads in a breeze with just a click of a button!

  • Manage your data in bulk, perform tasks that before took you weeks in just a few seconds!

install now
Experience Next-level Reporting and Data analytics

  • Create and share custom reports in Excel with all the great tools it has to offer (pivot tables, formulae and charts) to do calculations and visualize data.

  • Bring multiple Salesforce reports and join unrelated objects into the same workbook

  • Visualize Salesforce data models and relationships to help you retrieve and analyze your data with precision.

Get a free trial
04-xl-connector-365 2
05-xl-connector-365

Give all team members access to your Salesforce data

  • Provide your team with real-time view to Salesforce data and work together on a single workbook.

  • A great way to save on expensive Salesforce licenses!

  • Work offline, sync later: Enable users to edit your Salesforce data, then sync when online.

  • Push your changes back on a schedule.

06-xl-connector-365

Multiple accounts support

  • You can connect to multiple orgs with a same email and switch between them.

  • There is no limit as to the amount of Salesforce orgs you can connect to. 

  • Easily migrate data between orgs or populate a sandbox with data.

What Makes XL-Connector 365 the best Microsoft 365 plugin for Excel

  • Image not found

    Private and Secure

  • Image not found

    Salesforce reporting tool: Create dynamic dashboards in Excel Sheets that automatically pull data from Salesforce.

  • Image not found

    Salesforce automation tool: Schedule your data refreshes even when you’re offline.

  • Image not found

    Intuitive user interface and friendly UI.

  • Image not found

    The best time-saving app for Excel Sheets: Save hours and days of data entry work!

  • Image not found

    Outstanding and fast support: Ask us anything…we got you!

Install now

Amazing app

⭐⭐⭐⭐⭐

XL-Connector 365 is a wonderful app. I have used it for several months and have found it to be very reliable. The amount of time it has saved is nothing short of amazing. Their support staff is top-notch. They are quick to respond to questions.

 

D. Parks

Fantastic!

⭐⭐⭐⭐⭐

This app is amazing, if you're a power user in Salesforce and have a lot of information to modify or use. Very well thought out tool, and the team behind it is fantastic to work with. I don't know how I would do my job without this tool.

 

Dan Nolan

Works Great

Works Great

⭐⭐⭐⭐⭐

Have used XL-Connector 365 on and off since the beginning. Great tool for working with salesforce quickly and efficiently in EXCEL. Xappex is also super responsive with helping you work through any issues. Well worth the subscription if you're doing data cleanup of Salesforce, loading initial data, etc.

Scott Billington

Download-Documents-XL-Connector-365

Get our FREE XL-Connector 365 White Paper

Share it with your team and management and make an informed decision

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

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

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:

Automate Salesforce data with a button click in Excel

Automate Salesforce data operations in Excel with a button click

By Alexander Tarasevich | October 4, 2024

The ability to manage and automate Salesforce data directly from Excel is a game-changer integration that many admins consider indispensable for their daily data tasks. We are excited to unveil a groundbreaking feature in Xappex XL-Connector 365 that simplifies Salesforce data operations at the click of a button, elevating this synergy to a whole new…

Convert 15 to 18 ids in Salesforce

Convert 15 to 18 Character IDs in Salesforce from Excel

By Rajeshwari Jain | September 24, 2024

In Salesforce, each record gets a unique Record ID. As an admin or developer, you’ll often work with these IDs when managing data, writing formulas, or referencing records. Salesforce uses two types of Record IDs: a 15-character and an 18-character version, which are used in different situations. Mass converting 15 to 18 character ID’s is…

Best Salesforce import tools in 2024

The Best Salesforce import tools in 2024

By Rajeshwari Jain | September 23, 2024

Salesforce helps organizations manage customer relationships, simplify operations, and support business growth. However, with the increase in data due to AI advancements, handling data imports has become more complex. Users now need to reassess their approaches and tools for importing data. Some older manual methods might no longer be effective, especially for tasks that must…

How to Mass Convert Leads in Salesforce

How to Mass Convert leads in Salesforce: Hacks and Tools

By Rajeshwari Jain | September 19, 2024

Are you tired of converting leads one by one in Salesforce? It can be a real time-drain. Luckily, there’s a faster way to get it done. Salesforce doesn’t offer a built-in option for bulk lead conversion, and while tools like Data Loader or Apex Triggers can help, they’re not always the easiest or quickest solutions.…