01-xl-connector-365

XL-Connector 365: The best Salesforce plugin for Microsoft 365 Excel

Access a complete data management and automation toolbox that, combined with the power of Excel, will take your productivity to new heights.

XL-Connector 365 is your favorite Salesforce data management tool for the Mac and Excel Online platforms. Perform data loads, manipulate your data, automate your operations and build live reports unlocking the ultimate Salesforce connectivity on any Excel platform.

One tool, multiple uses

Data Loading

multiple-platform-support

Multiple Platform Support

automation

Automation

reporting

Reporting and Data Analysis

team-collaboration

Team Collaboration

data-cleansing

Data Cleansing

special-admin-tools

Special Admin Tools

data-migration

Data Migration

App Exchange 5/5

⭐⭐⭐⭐⭐

Play Video

Multiple Platform Support: Sync your Salesforce data to any Excel platform

XL-Connector 365 is available on all Microsoft 365 platforms:

Excel for Windows
Excel for Mac
Excel Online

02-xl-connector-365-2

Automating Data Sharing

Automating Data Sharing

⭐⭐⭐⭐⭐

This app has increased our operational efficiency DRASTICALLY. Almost everything was intutitive and easy to use. Perfect for orgs that have limited licensese but need data available to more users.

Paige Zick

My job would be near impossible without this app.

My job would be near impossible without this app.

⭐⭐⭐⭐⭐

I have been using this application for several years, initially as an independent consult on many client orgs and more lately as one half of an in house salesforce team. I have not come across a better way to upload, update, manipulate or report on Salesforce. If you have decent Excel skills then it is really invaluable. By comparison with other import tools it also looks like a bargain. I would not be without it.

Grant Neville

A MUST HAVE

⭐⭐⭐⭐⭐

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 avoid spending money on a 3rd party system.

Alissa Wright

Play Video

Experience the fastest Data Loader

XL-Connector 365 will take data loading speed to another level.
Perform unlimited exports and imports in bulk directly from Excel.
Pull your data from Salesforce reports or via dynamic SOQL.
Batch size support
Synchronous and Asynchronous data imports
Experience no row limits in your data Loads
Enjoy instant error reporting

Take your Salesforce automation in Excel to the next level

Schedule automatic data refeshes for all your tabs or individual ones.
Push data to Salesforce automatically on a schedule.
All operations can run up yo every 5 minutes in files saved in OneDrive and Microsoft SharePoint.

Get a free trial

03-xl-connector-365

Play Video

Keep the quality of your Salesforce data

Keep your data hygiene and quality with seamless manipulation: mass update, upsert, insert, delete, undelete and merge your records.
Get full support for mass merging records in Salesforce
Mass convert your leads in a breeze with just a click of a button!
Manage your data in bulk, perform tasks that before took you weeks in just a few seconds!

Experience Next-level Reporting and Data analytics

Create and share custom reports in Excel with all the great tools it has to offer (pivot tables, formulae and charts) to do calculations and visualize data.
Bring multiple Salesforce reports and join unrelated objects into the same workbook
Visualize Salesforce data models and relationships to help you retrieve and analyze your data with precision.

Get a free trial

04-xl-connector-365 2

05-xl-connector-365

Give all team members access to your Salesforce data

Provide your team with real-time view to Salesforce data and work together on a single workbook.
A great way to save on expensive Salesforce licenses!
Work offline, sync later: Enable users to edit your Salesforce data, then sync when online.
Push your changes back on a schedule.

06-xl-connector-365

Multiple accounts support

You can connect to multiple orgs with a same email and switch between them.
There is no limit as to the amount of Salesforce orgs you can connect to.
Easily migrate data between orgs or populate a sandbox with data.

What Makes XL-Connector 365 the best Microsoft 365 plugin for Excel

Private and Secure
Salesforce reporting tool: Create dynamic dashboards in Excel Sheets that automatically pull data from Salesforce.
Salesforce automation tool: Schedule your data refreshes even when you’re offline.

Intuitive user interface and friendly UI.
The best time-saving app for Excel Sheets: Save hours and days of data entry work!
Outstanding and fast support: Ask us anything…we got you!

07-xl-connector-365 (1)

Security in XL-Connector 365

All data transmissions happen directly between your Excel workbook and Salesforce, none of it passes through our infrastructure.
We use only the authentication and security mechanisms of the platform you have already approved (Microsoft and Salesforce).
We maintain SOC2 Type2 compliance with annual audits.

Amazing app

⭐⭐⭐⭐⭐

XL-Connector 365 is a wonderful app. I have used it for several months and have found it to be very reliable. The amount of time it has saved is nothing short of amazing. Their support staff is top-notch. They are quick to respond to questions.

D. Parks

Fantastic!

⭐⭐⭐⭐⭐

This app is amazing, if you're a power user in Salesforce and have a lot of information to modify or use. Very well thought out tool, and the team behind it is fantastic to work with. I don't know how I would do my job without this tool.

Dan Nolan

Works Great

⭐⭐⭐⭐⭐

Have used XL-Connector 365 on and off since the beginning. Great tool for working with salesforce quickly and efficiently in EXCEL. Xappex is also super responsive with helping you work through any issues. Well worth the subscription if you're doing data cleanup of Salesforce, loading initial data, etc.

Scott Billington

Download-Documents-XL-Connector-365

Get our FREE XL-Connector 365 White Paper

Share it with your team and management and make an informed decision

Other Salesforce data management solutions Xappex offers:

XL-Connector icon

XL-Connector for Salesforce

Connect and export your Salesforce data to Excel.

G-Connector

G-Connector for Salesforce

Connect your Salesforce data to Google Sheets in a two-way sync.

Excel Merge

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 for Salesforce

Connect Salesforce reports and queries to your Google Data Studio dashboards.

Visit our Xappex blog

Get great tips and hacks on how to optimize and manage your Salesforce data.

Some of our most popular articles:

Salesforce: How to export fields per object

Salesforce: How to Export Fields Per Object

By Rajeshwari Jain | December 19, 2024

Exporting field details from Salesforce objects is important as it helps us understand the database’s structure, create documentation, and support integration or audits. This blog explains why exporting field details is essential and provides a step-by-step guide to extracting them using different export tools for specific Salesforce objects. Why Export Fields Per Object in Salesforce?…

Uploading Files to Knowledge Articles in Salesforce

Uploading Files to Knowledge Articles in Salesforce

By Rajeshwari Jain | December 12, 2024

Salesforce Knowledge Articles help organizations create a knowledge base within Salesforce. These articles provide important information about products, services, or processes, assisting internal users to find answers quickly. Adding files like PDFs, images, and other documents makes the articles clearer and easier to use. This guide covers how to upload files to Knowledge Articles in…

Enhancing Salesforce RecordAlertsWrapper with additional fields

Enhancing Salesforce RecordAlertsWrapper with Additional Field

By Florencia Mouriz | December 12, 2024

Learn how to add additional fields to Salesforce RecordAlertsWrapper output. Enhance your Salesforce alerts with customized data for better insights. Salesforce RecordAlertsWrapper: Adding Additional Fields to Output The RecordAlertsWrapper in Salesforce is a custom Apex wrapper class designed to encapsulate and manage alert-related information for records. It serves as a data structure to group…

Week over week changes in Salesforce

Understanding Week Over Week Changes in Salesforce Dashboards

By Rajeshwari Jain | December 4, 2024

Tracking week-over-week changes in Salesforce allows businesses to monitor performance and identify trends by comparing key metrics from one week to the next. This helps measure progress and make informed decisions. What are week over week changes in Salesforce? Week-over-week changes compare metrics like sales, lead conversions, or customer interactions from one week to the…