XL-Connector 365
Salesforce Excel Online Connector
By Xappex LLCAdmin & Developer Tools
- Rating
- 5.0
- Reviews
- 5
- Pricing
- Free
- Paid plans from $120 per user per year
- Listed since
- 2023
About XL-Connector 365
Sync your Salesforce data with Excel documents manually and automatically
XL-Connector 365 brings your favorite Salesforce data loading tool to the Mac and Excel Online platforms. We take advantage of OneDrive too making it possible to refresh data in your spreadsheets stored there on a schedule (up to every 5 minutes!) when you’re offline.
Highlights
- Run any Salesforce report or SOQL query and put the results into an Excel spreadsheet. Once connected the data can be refreshed from Salesforce in a single click on the Refresh button or automatically on a schedule running up to every 5 minutes.
- Mass Update/Insert/Upsert records in Salesforce directly from your Excel spreadsheet open in Excel for Mac, Excel for Windows, or Excel Online (coming soon).
- Schedule any data pull or push operation to be run automatically offline from a document saved in OneDrive or Sharepoint
- Mass-merge Account, Contacts, and Leads
- Mass-convert Leads
- Edit any Salesforce-specific data type (like picklists, multi-select picklists, Lookup fields, etc.) conveniently using built-in editors.
Screenshots and videos
Pricing
Free, paid plans from $120 per user per year.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Enterprise Admin | $360 per user | Yearly | 14 days |
| Team Player | $120 per user | Yearly | None |
The publisher offers discounts.
Compatibility
- Works with
- Experience Cloud
- Financial Services Cloud
- Health Cloud
- Requires
- Sales Cloud
- Service Cloud
- Revenue Cloud
- Platform Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on July 26, 2023
- Industries
- Financial Services
- Healthcare & Life Sciences
- High Tech
- Languages
- English
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