Installing XL-Connector 365

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?

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 Online or Mac version of Excel.

  1. Click on Insert
  2. Click on My add-ins
  3. Click on Store
  4. Search for XL-Connector
  5. Click Add.

Please note that the ribbon looks a bit differently in the Online version of Excel:

Important: we’ve had reports of users not being able to find the add-in as described above. If you’re experiencing this issue, please try accessing it from here: https://appsource.microsoft.com/en-us/product/office/WA104382023?src=office&tab=Overview

The add-in will show up as an additional tab in your ribbon first:

Click on Pull Data and the add-in will open in a sidebar on your right: