How to Import Excel Data Into Salesforce -- Using the #1 Salesforce Excel Connector

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Manage Your Excel Reports In Real-Time with CloudExtend’s Salesforce Data Integration Tool

Excel Salesforce Integration is easy with CloudExtend Excel for the Salesforce platform. Create reports for Salesforce and work entirely in Excel. With 1-click users can create new records, update records, or download records (using our data filter or your SOQL). Whether you’re an Admin managing Pricebooks or an Account Exec managing Opportunities, CloudExtend will open your eyes to working outside the constraints of the Salesforce UI and enable you to get more done, faster. It installs from the Microsoft Office store in seconds and enables users to manage their Salesforce data in Excel.

CloudExtend Excel for Salesforce can pay for itself with just one use.

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Turn Complex Excel to Salesforce Mass Updates Into 3 Easy Steps

Watch CloudExtend Excel for Salesforce In Action

CloudExtend Excel for Salesforce Overview

CloudExtend Excel for Salesforce Installation

Building Templates to Map Salesforce to Excel

What Users Say About CloudExtend Excel for Salesforce

The use cases for this product are as plentiful as leaves on trees – new branches keep growing new shoots as you use the tool.

You can manipulate both parent and child records at the same time, curing typical admin headaches, such as updating contacts and accounts.

I’m not exaggerating when I say it took 5 minutes from the point of landing on the website product page, to getting Cloudextend plugged in. Sign in is through OAuth, and at once you have all your Salesforce data points at your fingertips!

Lucy Mazalon

Salesforce Ben

CloudExtend Excel for Salesforce is a must-have tool for any Salesforce user. Processes that used to take hours now only takes minutes to complete—saving me around 10 hours a week.

BRANDON BECK

SALESFORCE ADMINISTRATOR, EQUIAN

I can't say enough. If you are an Admin, you need this tool. Unreal support, super easy interface, incredible power, and fantastic group of people.

If I'd only know about CloudExtend Excel for Salesforce before. The amount of spent managing my data without this App would be staggering for anyone to know.

I needed support and it was off the charts. Funny enough, if Salesforce took a page out of anyone's book for how to work support, it's from these guys.

John Szczesniak

Sales Administrator, Murzan Processing Systems

"I wear multiple hats and CloudExtend makes my job easier"

Before CloudExtend, updating price lists was my biggest pain point. Being able to pull directly from SF into an excel spreadsheet, then plug in the new prices and update right from the excel spreadsheet, is like a dream!

I also enter in all of the leads from trade shows, and yes, using the data wizard within salesforce does work, but it's inevitable that I will forget to add a column for a needed field and having CloudExtend allows me to download the new leads, add the field and update that quickly, again, a dream!

Amy McKeown

Customer Support Manager, Hamar Laser Instruments, Inc

Celigo is great if you love Salesforce and Excel. It’s a power integration tool that allows you to make easy changes in bulk right inside Excel without navigating between programs. Customer Service is off the radar! As of now, there are a lot of advancements still to come but so far it has easily been a tool I can incorporate into my daily routine.

MEGAN JOCHIM

SALES OPERATIONS MANAGER, PEACHJAR, INC.

What Add In CloudExtend Excel for Salesforce Does for You

Work faster and leverage the power of Excel for your Salesforce reporting and data management.

Eliminate the hassle of having to switch between apps.

Cut your Salesforce and Excel data sync from hours a week to a click of a button.

Use your pre-built Salesforce reports in Excel.

Increase Salesforce adoption and efficiency within your organization.

Save time and eliminate errors.

Manage Data and Create Salesforce Reports Without Leaving Excel

  • Retrieve data using wizard driven interference (or your own SoQL), modify it, and update Salesforce with changes
  • Isolate errors easily through color codes and resolve problem records quickly.
  • Execute reports and download data.
  • Insert, modify, upsert or delete data with a single click.
  • Perform mass updates.
  • Validate picklist data before syncing.
  • Join related records and view custom fields and picklists.
  • Build your own queries and download the intuitive wizard interface.
  • Create and update multiple Salesforce Objects.
    (such as Accounts/Contacts) simultaneously
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Excel to Salesforce Integration Case Study

Result

Equian saves over 40+ hours a month using CloudExtend Excel for Salesforce

  • Hours Saved
    Monthly
  • Point-and-Click
    Updates
  • Make Changes
    in Excel

Challenge

Brandon Beck, Salesforce Administrator at Equian, was spending hours every week manually consolidating data from twenty-five different Salesforce reports that were imported into multiple Excel files. Beck’s team also spent significant time updating Opportunities, Leads, Contacts, and Accounts in Salesforce.

Solution

“When I found Celigo’s CloudExtend Excel for Salesforce, it was the exact tool that I was looking for to pull data into Excel and push data back into Salesforce,” remarked Beck.

For his weekly sales report, Beck now leverages CloudExtend’s template capabilities. Instead of consolidating multiple Salesforce reports into a single worksheet, he can automatically populate his Excel template with data from multiple Salesforce objects—taking just minutes to create the report.

Data cleansing and record updates have also become a breeze. With Salesforce picklist objects available directly within Excel, Beck can just point-and-click to perform mass updates directly within Excel. Once he is done, he just clicks “Update” and changes are sent to Salesforce. If errors occur, Beck can easily correct the errors in Excel and in just one click re-upload the data into Salesforce—without leaving Excel.

Pricing

 

 
Free Edition
$0
Personal Edition
$149

per user/year

 

Credit card Required
Billed Annually
Group Edition
$149
per user/year
5 user minimum
Billed Annually
 Get It FreeSTART FREE TRIALContact Sales
Import Salesforce data into Excel using Salesforce reports   
Works with Mac and Windows   
Compatible with Excel 2016 and higher   
Access to all documentation   
Create, read, update, delete Salesforce records from Excel   
Support for Celigo import filter or write your SOQL to import data into Excel   
Cloud storage for templates   
Email, chat and phone support   
On Demand Training   
Enterprise billing (no credit card required)   
Licenses can be transferred amongst users   
Admin portal for license management   
Free Edition
$0
Get It Free
Import Salesforce data into Excel using Salesforce reports
Works with Mac and Windows
Compatible with Excel 2016 and higher
Access to all documentation
Create, read, update, delete Salesforce records from Excel
Support for Celigo import filter or write your SOQL to import data into Excel
Cloud storage for templates
Email, chat and phone support
On Demand Training
Enterprise billing (no credit card required)
Licenses can be transferred amongst users
Admin portal for license management
Personal Edition
$149
per user/year

Credit card Required
Billed Annually
START FREE TRIAL
Import Salesforce data into Excel using Salesforce reports
Works with Mac and Windows
Compatible with Excel 2016 and higher
Access to all documentation
Create, read, update, delete Salesforce records from Excel
Support for Celigo import filter or write your SOQL to import data into Excel
Cloud storage for templates
Email, chat and phone support
On Demand Training
Enterprise billing (no credit card required)
Licenses can be transferred amongst users
Admin portal for license management
Group Edition
$149
per user/month
5 user minimum
Billed Annually
Contact Sales
Import Salesforce data into Excel using Salesforce reports
Works with Mac and Windows
Compatible with Excel 2016 and higher
Access to all documentation
Create, read, update, delete Salesforce records from Excel
Support for Celigo import filter or write your SOQL to import data into Excel
Cloud storage for templates
Email, chat and phone support
On Demand Training
Enterprise billing (no credit card required)
Licenses can be transferred amongst users
Admin portal for license management

Learn more about CloudExtend Excel for Salesforce Connector

ON-DEMAND WEBINAR

This pre-recorded CloudExtend Excel for Salesforce webinar is designed to help you get the most out of your trial experience.

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BEGINNER'S GUIDE

Learn CloudExtend Excel basics and be a pro user in no time

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See our video tutorials and learn how to make best of CloudExtend Excel

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