XL-Connector Download

To sign up for a free, no obligation, 14-day trial of XL-Connector, please download and install the XL-Connector Excel Add-in as described below.

Once you log in to your Salesforce account the first time, a free trial of the software will be automatically created for you.

IT looking for an MSI for central installation? Click here.

Looking for automatic data sync capabilities or a plug-in that works on Macs and Excel Online? Get it here.

• It’s best to stop Excel before you do the install, but if it’s running – you’ll need to restart it after the installation is completed.
• Download the installation package from the following link: Download
• Double-click the installer file you downloaded and click through the wizard pages.
• The installer may have to install some Microsoft libraries for XL-Connector to work. The Visual Studio Tools for Office Runtime and the .Net Framework version 4.5 will install themselves if necessary. The .Net install can take quite a while — don’t worry, it just works.
• On some systems (particularly WinXP), the install of .Net requires a system reboot – so if you see .Net installing itself you should save your work in any applications that are open. If the reboot is required, the installer will automatically restart itself and continue.
• When it’s completed, restart Excel if it was running during the install. Look in the menu bar for a new ribbon called “XL-Connector.”
• If you want to be able to download XL-Connector templates (XLSX or XLSM files) from record level in Salesforce dynamically populating the sheets with record-level data, check out our Managed Package.
• XL-Connector works with Platform, Group, Professional, Enterprise, and Unlimited editions of Salesforce.com.

According to Salesforce’s new permission settings every connected app, including Xappex apps, must be previously installed in the Salesforce org. Reach out to your Salesforce admin and ask him to follow these easy steps for installation.

• You can update to the latest version of the connector from Settings –> Update.

Should this upgrade not work, do a complete reinstall of XL-Connector:

• Uninstall your current version from Control Panel -> Uninstall Programs
• Download and install the latest version from: Download
• Restart Excel