XL-Connector: The #1 Salesforce to Excel Connector
Unlock the power of Excel for your Salesforce data
What is XL-Connector?
XL-Connector is a popular plugin that safely integrates Excel and Salesforce to seamlessly export, import, refresh and transform data with a lightning fast-api connection. It offers Salesforce admins a comprehensive toolbox that easily performs data management operations, allowing Salesforce data analysis and near-real time reporting.
XL-Connector: the ultimate Excel to Salesforce connector and daily admin tool
Your ideal tool for Salesforce data management in Excel
- Export from Salesforce to Excel: pull data from an existing Salesforce report or build your own SOQL query directly into Excel.
- Import data into Salesforce: Manage and transform your data in Excel, and push it back with one click.
- Use all the amazing Excel tools on your Salesforce data: pivot tables, charts, and formulas.
- Perform any data operation with no row limits!
- Ideal Salesforce data cleansing tool
- Access great metadata management tools
Get the most valuable Salesforce plugin for excel
-
Saves hours and days of data-loading.
-
Private and secure.
-
Boosts team productivity.
-
Amazing features for data manipulation.
-
Improves the quality of your data by keeping it up to date.
-
Outstanding and fast support: Ask us anything... we got you!
The Best data loader for Salesforce
Perform and automate any data operation in bulk
Mass create, update and upsert opportunities, accounts, leads, quotes and other SFDC objects with XL-Connector. Become a master of bulk updates and upserts in Salesforce with just a click of a button!
Manage your Salesforce duplicate records
Efficiently merge Salesforce Accounts, Contacts, and Leads in bulk (available in the Enterprise Admin edition).
Delete your Salesforce records in bulk
Mass delete records in Salesforce and keep your data fresh and updated.
Perform your Salesforce Data Migration with the help of XL-Connector: Safely migrate large amounts of data.
XL-Connector: Your Ideal tool for Salesforce custom metadata management.
XL-Connector is the only Excel to Salesforce connector that provides a complete assortment of metadata management tools that will hugely boost the productivity of Salesforce admins.
These tools enable management of such things as fields, validation rules, processes, picklists, security settings, and much more.
Tasks that normally take days, like updating the descriptions and help texts of data fields, will take minutes with XL-Connector.
Other XL-Connector great features you will appreciate:
![4-icon-save 4-icon-save](https://www.xappex.com/wp-content/uploads/2023/12/4-icon-save.png)
Multiple accounts support.
If you have several logins, XL-Connector keeps them for you so switching between accounts is easy. There's no limit as to how many Salesforce.com orgs you can connect to.
![user-interface-2 user-interface-2](https://www.xappex.com/wp-content/uploads/2023/12/user-interface-2.png)
Super intuitive user interface.
A climax between simplicity and comprehensiveness, The user interface is very friendly and presents a minimal learning curve.
![7-icon-private 7-icon-private](https://www.xappex.com/wp-content/uploads/2023/12/7-icon-private.png)
Security by design:
XL-Connector is a locally installed app that doesn't send your data anywhere outside of your secure environment. There's no cloud component to it, so the data travels directly between your PC and Salesforce instance over a secure encrypted channel.
Save heaps of time and money and boost your team’s productivity!
Our users declared that their tasks are completed 3 times faster than before using this tool. 🚀
![](https://www.xappex.com/wp-content/uploads/2023/12/pull-data-magenta-1.png)
1) Pull Data
With just a click of a button You can choose between pulling an existing Salesforce report or building your own SOQL
![](https://www.xappex.com/wp-content/uploads/2023/12/push-magenta.png)
2) Push Data
Create, modify, delete or restore or undelete your selected data, and push your changes back to Salesforce
![](https://www.xappex.com/wp-content/uploads/2023/12/manage-magenta.png)
3) Manage metadata directly from your Excel spreadsheet.
You’ll be able to manage Field Level Security, Object Access Security, Picklists, Workflow Rules, and much more!
![](https://www.xappex.com/wp-content/uploads/2023/12/refresh-magenta.png)
4) Easily refresh your data
Click "Refresh All" and all connected data sources will get updated instantly along with all the pivot tables or charts connected to them.
Other Salesforce data management solutions Xappex offers:
![Excel Merge Excel Merge](https://www.xappex.com/wp-content/uploads/2023/12/Excel-Merge.png)
Excel Merge
Calculate advanced Excel models. Generate Excel documents based on Salesforce data. All with a single click from a Salesforce record page.
![Looker Studio Looker Studio](https://www.xappex.com/wp-content/uploads/2023/12/Looker-Studio.png)
Looker Studio for Salesforce
Connect Salesforce reports and queries to your Google Data Studio dashboards.
![Brian Karcinski Brian Karcinski](https://www.xappex.com/wp-content/uploads/bb-plugin/cache/F-2-circle-d6e36fec8dc6be90699fb9aef18c1f1b-8u1fwjnt3zyg.jpg)
Brian Karcinski
"If you are used to using excel in general this tool is going to feel really intuitive and comfortable. There are so many options out there but the XL-Connector always ends up being the one that I use."
![Alexandre Brandt Alexandre Brandt](https://www.xappex.com/wp-content/uploads/bb-plugin/cache/F-4-circle-2c5f1d50068128198e7c9414443b7d9e-k0pfcwbrt8vl.jpg)
Alexandre Brandt
"If I could only keep one app on our Salesforce XL connector would be the one. The tasks (pulling reports for further analysis for Finance, Record management, lead conversion etc.) I used to do without XL Connector were talking me at least 2-3 times longer and were a headach."
![Andrew Swain Andrew Swain](https://www.xappex.com/wp-content/uploads/bb-plugin/cache/F-3-circle-66c23ebb17f76dc703796493cfd6ad8a-4ic2wky7b90v.jpg)
Andrew Swain
"XL Connector is my go-to tool for data management. It was indispensable during a data migration phase and I still use it nearly every day now. Much more user friendly and adaptable than data loader etc.
Visit our Xappex blog
Get great tips and hacks on how to optimize and manage your Salesforce data.
Some of our most popular articles:
How to share a Salesforce report?
Sharing Salesforce reports effectively is essential for team collaboration and decision-making. This blog provides a detailed guide on sharing Salesforce reports and the challenges associated with this process. It also introduces tools like G-Connector and XL-Connector 365 by Xappex, which make sharing reports easier and more efficient for users both with access to Salesforce and…
Mastering Salesforce Custom Metadata
Salesforce provides robust tools for managing and customizing data. However, handling custom metadata manually can often be a complex and time-consuming task, particularly for organizations with extensive and evolving data needs. This article explores everything you need to know about custom metadata in Salesforce and how to efficiently manage it. It also demonstrates how to…
How to set up and automate Salesforce Record alerts?
Tracking your data and record changes is crucial for making quick, informed decisions. It’s essential to monitor data and keep everyone updated after changes. However, setting up and maintaining Salesforce’s native tools can be difficult. This article will explain the importance of Salesforce record alerts, their limitations, and the best automation tools to keep your…
Is the CSV data export and import in Salesforce still a best practice in 2024?
Salesforce is a powerful CRM platform for managing customer relationships and operations. Keeping data updated involves importing from external sources or exporting for analysis. In this blog, we will use the Data Loader for imports and exports using Contacts. Plus, we’ll explore Xappex tools, a user-friendly alternative with advantages over the Data Loader. How to…