Scheduling Automatic Data Pushes to Zoho CRM

G-Connector for Zoho CRM features support for complete offline data pushes (mass update or mass creation of records). Automatic data pushes are an amazing way to have a central spreadsheet…

Easy Mass Downloading and Uploading of Images Stored in Rich Text Area Fields in Salesforce

In XL-Connector version 3.3.4.6

Along with other improvements, in this version of XL-Connector, we’ve added the ability to mass download/upload images directly from/to Rich Text Area fields in Salesforce. Check out the following video…

Delegate your subscription user management to a co-worker

To share the ability to manage your Xappex licenses with someone else than the account owner, the account owner will need to generate the management link and share it with…

Setting Up Push Templates in G-Connector for Zoho CRM

The settings and mappings that you define for each Insert or Update operation in G-Connector can be saved as a reusable templates and then later run either manually with a…

Updating Existing Records in Zoho CRM from Google Sheets

To update records in Zoho CRM in bulk, you will first need to pull them to your Google Spreadsheet. You can do it via the Get Module Data menu item.…

Creating New Records in Zoho CRM Using G-Connector

To create new records in Zoho CRM you will only need a spreadsheet with your data. In this post we’ll use an example of loading Contacts as this is probably…

Installing XL-Connector 365 for users in your Office 365 account (for Admins)

As an Office 365 admin in your organization, you have an option to install add-ins for users in your domain. Here’s how you can do it. Open your browser and…

Deleting Records from Zoho CRM using G-Connector

To delete records from Zoho CRM in bulk using G-Connector, you will only need a column of record IDs in your Excel spreadsheet. So as long as you have a…

Scheduling Automatic Data Refresh from Zoho CRM

G-Connector for Zoho CRM features support for complete offline data pulls. Automatic data pulls are an amazing way for you to not have to buy Zoho CRM licenses for those…