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 most up-to-date data from Salesforce.
This is analogous to Refreshing the data manually, the only difference is that the data will get refreshed automatically on the schedule you define. You can automatically refresh your data up to every 5 minutes!
In order to be able to schedule the automatic data refresh – you will first need to log in to OneDrive with your Microsoft account:
If you are working on a desktop version of Excel, you will need to save your document to OneDrive in order to access this feature. If the document is saved locally, you will see the following error message:
Once the document is saved to OneDrive, you will see the following scheduler screen:
Click on the New Action button to create a new scheduled action:
For each action, you can define which worksheets you would like the action to run for or simply check All Worksheets
The action can run Hourly, Daily, or Weekly. You can create multiple schedules for one document, which makes it possible to define pretty much any combination of schedules.
You can choose whether to receive error and/or success email notifications.
Click on Save to save and start the schedule.
- Microsoft sets the maximum document size that can be opened from an online location as 5MB. Unfortunately, files larger than that will not be able to refresh automatically.
- The document set up for auto-refresh must not be open by the user during the operation. It is advisable that automatic data operations are scheduled during night time or non-working hours.