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.

XL-Connector

XL-Connector provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click - no CSV files, no hassle, and you have all the amazing tools of Excel right at your fingertips: pivot tables, charts, formulae, lookups, etc.

Instant Data Access

Getting fresh data from Salesforce.com is even easier – just click "Refresh All" and all connected data sources will get updated instantly along with all the pivot tables or charts connected to them.

Minimal Learning Curve

Once installed, go to XL-Connector tab in your Excel ribbon, log in with your Salesforce ID and click "Reports". It took us longer to type this sentence than for you to have your real life data appear on the screen in a familiar Excel UI.

Multiple Accounts Support

And 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.

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Administrator's Must Have

A huge assortment of data loading and metadata management tools will hugely boost the productivity of your Salesforce admins and developers.
Tasks that normally take days, like updating the descriptions and help texts of data fields, will take minutes with XL-Connector

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What our users say about XL-Connector

This App is a Godsend

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 taking me at least 2-3 times longer and were a headache.

Alexander

Alexandre Brandt

Senior Sales Operations Specialist at SimScale

The power of Excel combined with Salesforce

Simply said, XL-Connect combines the power of Excel with Salesforce. It allows me to quickly create queries to pull data from Salesforce, modify it, and push it back into Salesforce. It also support flows (think macros, not Salesforce flows) to help automate tasks. It is my go-to tool for data manipulation in the Salesforce.

Paul McClellan

Paul McClellan

Developer at Second Harvest of Silicon Valley

Add to Essential SFDC Tools!

This product is now an essential part of our daily administration. The ability to easily switch between different boxes and to Pull/Push data in a couple of buttons makes doing this job so much faster. Having the Data Loader experience directly in Excel is an amazing productivity/time saver.

Ben Morch

Ben Morch

Salesforce Applications Engineer at CPI Security

a MUST HAVE

I learned about this from Salesforce Premier Success. Once I used it, I had to tell everyone I knew about it. It makes managing data in Salesforce SO EASY. We've been able to transform some business processes completely and save HOURS of work and avoiding spending money on a 3rd party system. I still don't know ALL the things it can do!

Alisa

Alissa Wright

Salesforce Solutions Engineer at Coldstream

Great product and a real time saver

The user interface is friendly, and it is quite useful for data maintenance. I wish more products were designed as well as this one. I would absolutely recommend it to anyone who needs a quick and effective tool to help with day to day Salesforce operations. Customer service was excellent.

Joe Lane

Joe Lane

Data Specialist at WARM

Indispensable

This really is an awesome bit of kit that should be in every Salesforce admin's toolkit. It's so much more than a tool for uploading and downloading data from your Salesforce org. I use it all the time for maintaining data quality, and particularly managing duplicates. I find it much easier for ad hoc, ephemeral reporting, rather than building a new report within Salesforce. I simply could not do my job without this.

Andrew

Andrew Stevenson

Technical Coordinator at University of Cumbria