In G-Connector versions up to 210920

XL-Connector 365

Mass Merge Accounts, Contacts, and Leads

Mass Converting Leads in Salesforce

Logging in to Salesforce

Owner Change Settings

Mapping Fields to Constant Values

Using Record Names Instead of Ids in ID and Lookup Fields

Dealing with Picklist and Lookup fields

What is the difference between XL-Connector and XL-Connector 365?

Using Upsert to Update or Create Records in Salesforce

Updating Existing Records in Salesforce

Creating New Records in Salesforce

Integration with Accounting Seed

How do I transfer my XL-Connector 365 license to a different user?

Installing XL-Connector 365 for users in your Office 365 account (for Admins)

XL-Connector 365 Privacy Policy

Refreshing your Spreadsheets Automatically Offline

Refreshing Data Pulled from Salesforce

Importing Data from Salesforce.com Reports

Importing Data from Salesforce.com using SOQL (Salesforce Object Query Language)

Installing XL-Connector 365

Pulling Data From Multiple Related Objects

FAQ

What is the difference between XL-Connector and XL-Connector 365?

How do I transfer my XL-Connector 365 license to a different user?

  1. Logins are now remembered and available to be used in one click:
  2. You can now pull data starting from any cell in your sheet, not only A1.
  3. Filter Editor is now available in the SOQL dialog box:
  4. You can adjust additional report filters in your sheet (available for Salesforce Classic only):
  5. You can limit the columns that are loaded for a specific report (1) as well as open the report in Salesforce with one click on the Open button (2):
  6. A push template can now upload only rows that have a value in a certain column: