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

Main differences between XL-Connector and XL-Connector 365: XL-Connector 365 works in any Excel (Excel for Windows, Excel for Mac, Excel Online), while XL-Connector only works on Windows XL-Connector 365 can…

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…

Integration with Accounting Seed

If you are utilizing the AccountingSeed application, XL-Connector provides a way to pull summary Financial Cube data using cell-level formulas. The formula syntax is as follows: =XAPPEX.ASFC(“<Ledger>”, “<GL Account>”, “<GL…

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

In XL-Connector 365, your license is checked against 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. Click…

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…

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 or SharePoint…

Refreshing Data Pulled from Salesforce

When running a SOQL query or Salesforce report, a link is established between the data range and Salesforce so that you could always refresh the data from Salesforce later by…