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…

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…

Pulling Data From Multiple Related Objects

Controls available in the Get Data dialog can make your life easier by providing you with a view into available tables, table fields, and even picklist values (if you select…