Run Any Data Load Scenario with a Single Click

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?

XL-Connector Enterprise Admin and Team Player editions allow you to run a sequence of any of the following operations in a single click on the Run Flow button:

  • Pull results of any SOQL query from Salesforce.
  • Create records in Salesforce.
  • Update and Upsert records in Salesforce
  • Delete records in Salesforce
  • Run a VBA macro
  • Run Anonymous Apex code in Salesforce passing input values from your Excel file dynamically

See our article about creating flows for details on how to create a flow to run.