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

In XL-Connector 365, your license is checked against the your Salesforce account email address. To change the Salesforce email address linked to your license: Log in to your customer portal (https://portal.xappex.com) account.…

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

As an Office 365 admin in your organization, you have an option to install add-ins for users in your domain. Here’s how you can do it. Open your browser and…

Using Upsert to Update or Create Records in Salesforce

Users often ignore a very powerful feature when dealing with data in Salesforce.com: the Upsert operation. This word always gets underlined by my spell checker because it doesn’t exist, upsert…

Updating Existing Records in Salesforce

To update records in Salesforce in bulk, you will first need to pull them to your Excel spreadsheet. You can do it using either SOQL or Reports. You can retrieve your data with…

Creating New Records in Salesforce

To create new records in Salesforce you will only need a spreadsheet with your data. In this example we’ll load Contacts as this is probably the most common scenario in…

XL-Connector 365 Privacy Policy

XL-Connector 365 handles data differently than our other applications (XL-Connector and G-Connector), therefore we think it is important to explain to our users what data we have access to, how…

Refreshing your Spreadsheets Automatically Offline

The most powerful feature of XL-Connector 365 is the ability to create an automatic schedule that will run in your absence and repopulate a workbook stored in OneDrive with the…

Importing Data from Salesforce.com Reports

With XL-Connector 365, you can run your Salesforce reports and put them directly into an Excel spreadsheet. To browser your reports, click on the Reports button in the main application…

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

XL-Connector 365 has a very powerful tool allowing you to pull ANY data from your Force.com database into Excel. To pull data from a Force.com database to Excel using a…

Installing XL-Connector 365

If you are an admin of your Microsoft Office organization, please use the domain installation instructions here. You can install XL-Connector 365 directly from the Office Store, whether in the…