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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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IN VERSION 2.0.0.4
- Merge Accounts, Contacts, and Leads in bulk.
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