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XL-Connector
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- Dynamically Adjust UI Elements for XL-Connector Users via Customer Portal
- Mass-managing Salesforce Fields
- Mass-managing Field-Level Security Settings
- Accounting Seed Financial Cube Formula (ASFC)
- Converting Leads
- Automating Your Salesforce Data Loads with XL-Connector Flows
- Loading Custom Metadata
- Exporting and Importing Flows and Flow Steps from/to Salesforce
- Using Custom Formulas to Dynamically Pull Data From Salesforce
- Edit Report Filters
- Run Any Data Load Scenario with a Single Click
- Bring Picklist Values to your Salesforce Report
- Scheduling Automated Data Refreshes in XL-Connector
- Upload Multiple Related Records in One Shot
- Getting rid of duplicate Accounts, Contacts, and Leads in your Salesforce org
- Generating VisualForce pages from Page Layouts
- Determining Field Utilization
- Figuring Out Field Utilization Across Layouts
- Uploading Files to Salesforce
- Validating Dependent Picklists
- VBA Interface
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- Mass Import/Export of images stored in Rich Text Area fields in Salesforce
- Filling Gaps in your Data
- Using Record Names Instead of Ids in ID and Lookup Fields
- Mass-downloading Documents from Salesforce.com
- Mass-uploading Attachments to Salesforce.com
- Bulk Deleting Records from Salesforce.com
- Figuring Out the Upsert Operation
- Updating Existing Records in Salesforce
- Creating New Records in Salesforce
- Pulling Data From Multiple Related Objects
- Importing Data from Salesforce.com using SOQL
- Importing Data from Salesforce.com reports
- Logging in to Salesforce.com
- Deploying XL-Connector via MSI Package
- Installing XL-Connector On Your Own
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- What is the difference between XL-Connector and XL-Connector 365?
- My reports stopped working after enabling MFA
- My reports stopped working after enabling MFA
- How do I add users to my XL-Connector subscription?
- I'm getting a 'Failed to Create Browser' error when trying to use Web and SSO Login
- How do I transfer my existing XL-Connector license to a new user?
- What is the maximum amount of records I can work with?
- I'm having proxy issues
- What if my data is filtered in the spreadsheet?
- What Do I need to select when inserting/updating/deleting records?
- Where do I find Security Token?
- My Get Data (or Update/Insert/Upsert) Dialog Box Is Visible in Windows Toolbar, but I Can't Bring It Forward
- I downgraded/reinstalled Microsoft Office and XL-Connector stopped working
- My Automatic Schedule(s) Stop Frequently
- Why do I need to provide my permission to send email on my behalf?
- I can only see the the Help item on the addon menu
- I used to have the XL-Connector tab in my Excel ribbon, but now it's gone
- How do I update fields with Null values?
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- Articles coming soon
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XL-Connector 365
- Installing XL-Connector 365
- Installing XL-Connector 365 for users in your Office 365 account (for Admins)
- Logging in to Salesforce
- Importing Data from Salesforce.com Reports
- Importing Data from Salesforce.com using SOQL (Salesforce Object Query Language)
- Pulling Data From Multiple Related Objects
- Refreshing Data Pulled from Salesforce
- Refreshing your Spreadsheets Automatically Offline
- Creating New Records in Salesforce
- Updating Existing Records in Salesforce
- Owner Change Settings
- Mapping Fields to Constant Values
- Using Upsert to Update or Create Records in Salesforce
- Using Record Names Instead of Ids in ID and Lookup Fields
- Dealing with Picklist and Lookup fields
- Mass Converting Leads in Salesforce
- Mass Merge Accounts, Contacts, and Leads
- Integration with Accounting Seed
- Slack Integration
- XL-Connector 365 Privacy Policy
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Excel Merge
- Excel Merge Managed Package
- Installing XL-Connector Managed Package
- Creating an XL-Connector template for upload
- Uploading an XL-Connector template to Salesforce
- Configuring a button to download object-specific XL-Connector templates on Salesforce Lightning
- Configuring a button to download object-specific XL-Connector templates on Salesforce Classic
- Configuring Mail Merge component on a Lightning page
- Configuring Mail Merge component on a Classic page layout
- Configuring the Mail Merge
- Placing XL-Connector Lightning component on any Lightning page
- Adding XL-Connector component to Salesforce Classic page layouts
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G-Connector
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- Scheduling Automatic Notifications in G-Connector for Salesforce
- Using Record Names Instead of Ids in ID and Lookup Fields
- Scheduling Automatic Data Snapshots in G-Connector for Salesforce
- Integration with AccountingSeed
- Utilizing Web Hooks to trigger automatic jobs
- Using Custom Formulas to Dynamically Pull Data From Salesforce
- Deleting Records from Salesforce using G-Connector
- Upserting Records in Salesforce from Google Sheets
- Updating Existing Records in Salesforce from Google Sheets
- Creating New Records in Salesforce Using G-Connector
- Scheduling Automatic Data Operations
- Slack Integration
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- Articles coming soon
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G-Connector for Zoho CRM
- Logging in to Zoho CRM
- Retrieving Module Data from Zoho CRM
- Manually Refreshing your Zoho CRM Data
- Creating New Records in Zoho CRM Using G-Connector
- Updating Existing Records in Zoho CRM from Google Sheets
- Deleting Records from Zoho CRM using G-Connector
- Setting Up Push Templates in G-Connector for Zoho CRM
- Scheduling Automatic Data Refresh from Zoho CRM
- Scheduling Automatic Data Pushes to Zoho CRM
- Scheduling Automatic Data Snapshots in G-Connector for Zoho CRM
- Scheduling Automatic Data Alerts in G-Connector for Zoho CRM
- Scheduling Automatic Notifications in G-Connector for Zoho CRM
- G-Connector for Zoho CRM terms of service
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Looker Studio Connector
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Customer Portal
- Customer Portal
- How do I add users to my XL-Connector subscription?
- How do I transfer my existing XL-Connector license to a new user?
- How do I add users to my G-Connector subscription?
- How do I transfer my G-Connector license to a different user?
- Dynamically Adjust UI Elements for XL-Connector Users via Customer Portal
- Dynamically Adjust UI Elements for G-Connector Users via Customer Portal
- Delegate your subscription user management to a co-worker
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Legal
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Videos
- Installing XL-Connector video
- Logging In XL-Connector Video
- Easy Mass Downloading and Uploading of Images Stored in Rich Text Area Fields in Salesforce
- Mass-converting Leads to a specific Contact Record Type
- Short How To Videos
- Filling Gaps in your Data
- Looking up Salesforce Ids based on an arbitrary field
- Updating Existing Records in Salesforce
- Creating New Records in Salesforce
- XL-Connector Personal Edition Video
- Refreshing Multiple Tables in XL-Connector Video
- Importing Data Using SOQL in XL-Connector Video
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Blog
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- In XL-Connector 3.4.1.1 through 3.4.2.9
- In G-Connector version 220201 through 221031
- In XL-Connector versions 3.4.0.0 through 3.4.1.1
- In XL-Connector version 3.3.9.9
- In G-Connector version 220216
- In XL-Connector version 3.3.9.8
- In G-Connector versions up to 220120
- In G-Connector versions up to 211020
- In G-Connector versions up to 210920
- In XL-Connector versions 3.3.6.8 through 3.3.8.5
- In XL-Connector version 3.3.6.7
- In G-Connector version 210302
- In XL-Connector 365 version 1.8.8
- In G-Connector 210218
- In version 3.3.6.2
- In XL-Connector 3.3.5.6
- In XL-Connector 365 version 1.8.1
- In XL-Connector 3.3.5.4
- In XL-Connector 3.3.5.0
- In XL-Connector version 3.3.4.6
- In G-Connector version 200915
- In G-Connector version 200907
- In G-Connector version 200817
- In XL-Connector versions 3.3.2.8 – 3.3.3.9
- In version 3.3.2.8
- In version 3.3.2.4
- In version 3.3.1.4
- In version 3.3.1.3
- In version 3.3.1.2
- In version 3.3.1.1
- In versin 3.3.0.4
- In version 3.2.9.5
- In version 3.2.9.4
- In version 3.2.9.0
- In Version 3.2.8.9
- In Version 3.2.8.7
- In Version 3.2.8.2
- In Version 3.2.7.3
- In versions 3.2.5.5 – 3.2.7.2
- In version 3.2.5.4
- In version 3.2.4.9
- In version 3.2.4.4
- In version 3.2.3.6
- In version 3.2.2.9
- In version 3.2.2.5
- In version 3.2.2.0
- In version 3.2.1.5
- In Version 3.2.0.1
- In version 3.1.9.5
- In version 3.1.8.2
- In version 3.1.8.0
- In version 3.1.7.5
- IN VERSION 3.1.5.6
- IN VERSION 3.1.4.8 - 3.1.5.1
- IN VERSIONS 3.1.3.4
- IN VERSIONS 3.1.3.5 - 3.1.4.7
- IN VERSIONS 3.1.2.6
- IN VERSIONS 3.1.2.5
- IN VERSION 3.1.2.3
- IN VERSIONS 3.1.1.8
- IN VERSION 3.1.2.2
- IN VERSIONS 3.1.1.7
- IN VERSIONS 3.0.9.6 - 3.1.1.2
- IN VERSION 3.0.9.6
- IN VERSION 3.0.7.9
- IN VERSION 3.0.6.7
- IN VERSION 3.0.4.7 - 3.0.6.0
- IN VERSION 3.0.6.2
- IN VERSION 3.0.4.7
- IN VERSION 3.0.3.9 - 3.0.4.5
- IN VERSION 3.0.0.3 - 3.0.0.9
- IN VERSION 3.0.0.2
- IN VERSION 1.9.6.7
- ENABLER 1.9.4.0 HAS BEEN RELEASED
- IN VERSION 3.0.0.1
- IN VERSIONS 3.1.3.4
- IN VERSIONS 3.1.3.5 - 3.1.4.7
- IN VERSION 2.0.1.2
- IN VERSION 2.0.0.8
- IN VERSION 2.0.0.9
- IN VERSION 2.0.0.7
- IN VERSION 2.0.0.5
- IN VERSION 2.0.0.4
- IN VERSION 2.0.0.2
- IN VERSION 2.0.0.0
- IN VERSION 1.9.9.3
- IN VERSION 1.9.9.4
- IN VERSION 1.9.9.2
- IN VERSION 1.9.9.0
- IN VERSION 1.9.8.8
- IN VERSION 1.9.8.9
- IN VERSION 1.9.8.7
- IN VERSION 1.9.7.9
- IN VERSIONS 1.9.7.6
- IN VERSIONS 1.9.7.4
- IN VERSION 1.9.6.5
- IN VERSIONS 1.9.6.0
- IN VERSION 1.9.5.1
- IN VERSION 1.9.4.8
- IN VERSION 1.9.4.6, UPDATES TO ANALYZE LAYOUTS
- ENABLER 1.9.4.2 HAS BEEN RELEASED
- ENABLER 1.9.4.1 HAS BEEN RELEASED
- ENABLER 1.9.3.9 HAS BEEN RELEASED
- ENABLER 1.9.3.8 HAS BEEN RELEASED
- ENABLER 1.9.3.7 HAS BEEN RELEASED
- IN VERSION 1.9.6.2
- IN VERSIONS 1.9.4.3 - 1.9.4.5:
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Importing Data from Salesforce.com Reports
Any report that you’ve created in your Salesforce.com environment is now instantly available in any of your Google Spreadsheets.
To pull a Salesforce report into the spreadsheet you’ll need to install G-Connector add-on to your Google Drive, log in, and then click te Get Reports item on the add-on menu:
The most recently run reports will appear first. If you haven’t run a report yet, enter a part of its name and click the Search button to find the report you need.
- Filters
If this tab is enabled – it means that it is possible to customize filters for the selected report. The customized filters will be saved along with the report and applied on each refresh.
Not all reports allow filters customization. If this tab is greyed out – the report filters are not customizable from the G-Connector end. Please edit them directly at Salesforce. - Put to: New sheet(s) or Active Sheet
This option indicates whether the report data will be placed into the currently active sheet or a new sheet will be created for it. By default this option is New sheet(s) when running a report for the first time, and Active sheet if running a report from a sheet where it has been previously downloaded. - Start cell
This option will let you determine the starting point for the report data. It indicates the top leftmost corner of the data when exported to a Google sheet. There can be only one report exported into one given tab. - Auto-fill formulas
Set this option if you have additional formula columns to the right of your data and would like them to expand/contract as the number of rows in the exported data changes on each refresh. - Freeze header row
If on, the header row will be frozen after the pull to allow for data scrolling while keeping the headers visible. - Printable report view
If checked, the report will be exported in Formatted view. By default all reports are exported in Detail view, similar to the how you choose the export view in Salesforce:
- Create drop-downs in picklist columns
If checked, we’ll add a drop-down into each cell of a column coming from a ‘picklist’ field in Salesforce as follows:
- On refresh: Overwrite, Append, Create new sheet
This drop-down determines the behavior of the exported report when it is refreshed using the Refresh current sheet (all sheets) G-Connector command or the refresh performed by the automatic scheduler. The following options are available:
– Overwrite: the default mode. Will overwrite the data in the sheet with newly exported data. This operation will clean up any remaining data (if the exported data is smaller than the one already in the sheet).
– Append: in this mode, each refresh will append all export data at the end of the previously exported data. Having duplicates after the repeated refreshes is highly likely in this mode. Therefore, it’s up to you to make sure the report returns new data or has a DateTime column that is different in all rows to be able to analyze the data by.
– Create new sheet: in this mode, a new timestamped tab will be created for each report refresh. This mode is good if you want to keep snapshots of your data in the same Google sheet. Keeping snapshots of your data in different Google Sheets is achieved using G-Connector’s snapshotting functionality.
You can select more than one report and click Get report(s). All of them will be pulled from Salesforce and put each into a separate sheet in your workbook.
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