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Free Download XL-Connector 3.7.36 | 309.3 Mb
XL-Connector is an Excel-based integration tool for working with Salesforce data and metadata directly from a familiar spreadsheet environment. It provides functions for exporting, importing, refreshing, transforming, and managing Salesforce information through a direct API connection.
The software allows Salesforce administrators and other users to retrieve data from existing Salesforce reports or create SOQL queries within Excel. Once the data is available in a spreadsheet, users can apply formulas, pivot tables, charts, and other Excel features before sending the processed information back to Salesforce.
XL-Connector also supports bulk data operations, duplicate management, data migration, and metadata administration. Its locally installed architecture transfers data directly between the computer and Salesforce instance through an encrypted connection without requiring a separate cloud component.
Software Overview
XL-Connector provides a centralized Excel environment for Salesforce data management. Users can export Salesforce records into Excel, manipulate the information using standard spreadsheet tools, and import the results back into Salesforce with minimal manual processing.
The application is designed for both individual data operations and large-scale administrative tasks. It can handle bulk creation, updates, upserts, and deletion of Salesforce records, while also providing tools for cleansing duplicate records and migrating large amounts of data.
Key Features
- Integrates Excel with Salesforce
- Export Salesforce reports and data to Excel
- Build SOQL queries directly in Excel
- Import and update Salesforce data from Excel
- Use Excel formulas, charts, and pivot tables with Salesforce data
- Perform bulk data operations without row limits
- Create, update, and upsert Salesforce records in bulk
- Manage opportunities, accounts, leads, quotes, and other Salesforce objects
- Clean and transform Salesforce data
- Merge duplicate Accounts, Contacts, and Leads in bulk with supported Enterprise Admin functionality
- Delete Salesforce records in bulk
- Support large-scale Salesforce data migration
- Manage Salesforce metadata from Excel
- Manage fields, validation rules, processes, picklists, and security settings
- Manage custom metadata and other administrative information
- Locally installed architecture without a cloud component
- Secure encrypted connection between the computer and Salesforce instance
- User interface designed for a short learning curve
Why Choose XL-Connector
XL-Connector brings Salesforce data and administrative operations into an Excel-based workflow, allowing users to combine Salesforce functionality with familiar spreadsheet tools. This can simplify repetitive data-loading, transformation, and bulk-update tasks while providing administrators with additional control over Salesforce information.
Its metadata management capabilities extend beyond ordinary data import and export. Administrators can work with fields, validation rules, processes, picklists, security settings, custom metadata, and related configuration tasks directly through the Excel environment.
The software also emphasizes local data handling. Data is transferred directly between the user's computer and the Salesforce instance through a secure encrypted channel, without a separate cloud component.
System Requirements
A Windows system with Microsoft Excel and access to a compatible Salesforce instance.
Home Page
https://www.xappex.com/
Product Information
- Software Name: XL-Connector
- Version: 3.7.36
- Languages: English
- License Type: Full Version
- File Size: 309.3 Mb
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