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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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Links
XL-Connector 365 Privacy Policy
XL-Connector 365 handles data differently than our other applications (XL-Connector and G-Connector), therefore we think it is important to explain to our users what data we have access to, how it is handled, stored, and transmitted. This privacy policy is an extension of our main Privacy Policy.
This page contains a collection of answers to the most frequently asked questions about privacy we receive from our users. If you find that your privacy concern is not addressed here, please let us know at support@xappex.com and we’ll update this policy with the missing information.
Mission Statement
Our goal is to provide our customers with a seamless experience of working with their Salesforce data in the most popular spreadsheet environments (Microsoft Excel and Google Sheets). We will never access more of your data than we need to conduct the business or use the data for anything rather than presenting it to you in your favorite spreadsheet program. We need to know your name and email address to conduct the business, but we will never sell them or provide to any third party.
FAQ
How do you use my email address?
The only purpose we may use your email address for is to communicate with you about what’s going on in your account and occasionally send you product updates and announcements. You may opt out of any product update and announcement emails by clicking on Unsubscribe button at the bottom of such email. Subscription-related emails are only sent to our paid subscribers. The only way to unsubscribe from our subscription-related emails is to cancel your subscription with us. We also store your Salesforce.com and Microsoft email addresses encrypted in our secure database. This database is only used by the XL-Connector 365 application to perform its business logic.
Do you have access to my Salesforce data?
Having access to your Salesforce data is essential to provide the services. After you grant us such access, the XL-Connector 365 application will be able to log in to Salesforce on your behalf and refresh your spreadsheet data from it, even when you’re offline. We do not use this access for any other purpose.
Do you have access to my OneDrive documents?
Having access to your OneDrive documents is essential to provide the services. After you grant us such access, the XL-Connector 365 application will be able to log in to Microsoft OneDrive on your behalf and populate your spreadsheet on your behalf with data from Salesforce, even when you’re offline. We do not use this access for any other purpose.