Excel Connector Available for Professional Edition Customers
Jul 25, 2005Update: We've created a new message board for discussing the Excel Connector. Please continue this conversation there.
Professional Edition customers have asked how to load custom objects. We've made a version of the popular open source Sforce Excel Connector available for Professional Edition Customers.
Click here to download the connector and view the documentation. Please note that you must download Office Edition first for this tool to work.
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Does this mean Professional Edition users will have access to the API with the connecter?
Posted by: Shawn | July 26, 2005 at 08:23 AM
Just through the connector, just as Professional edition customers have access to the API using outlook edition
Posted by: Benji Jasik | July 26, 2005 at 09:24 AM
When I logon I get the following error message "Error Generated by request::API is not enabled for this Organization or Partner"
Posted by: Darren | July 26, 2005 at 06:43 PM
That error probably means you have an older version installed, it's not picking up the correct version, or you downloaded the version for Enterprise Edition
Posted by: Benji Jasik | July 26, 2005 at 07:17 PM
I'm having the same problem as Darren and when I try to download the PE version as directed (right click save target as) I get a jsp page which is not the right thing. Any guidance on how to get the right xla file?
Posted by: Seth | July 28, 2005 at 08:38 AM
Okay - I figured it out. I needed to somehow log in before the link would properly allow me to save target as. All is good.
Posted by: Seth | July 28, 2005 at 08:43 AM
I just discovered this tool and found it great.
I am unfortunately encountering an error and can't seem to find any other help online.
When I try a query with the connector on accounts, I get an error "Error at row 1: Column 225 duplicate field selected: Account_Type1_c". I'm not sure why the problem (there is nothing in column 225). The query wizard works fine with contacts or cases. I'd appriciate any help.
Posted by: gabi | August 01, 2005 at 11:20 AM
Every time I run the query I receive the error message "No data returned for this query". I have tried different clauses on different tables but always get this result. What can I do about it?
Posted by: Darren | August 01, 2005 at 09:13 PM
I've used the connector to upload some legacy data into Opportunities. The "Created Date" on these uploaded data shows the current date. Is there a way to force an older date into the Created Date field?
Posted by: Steve | August 06, 2005 at 03:18 PM
There's no way to set the createdDate yet. It's on the roadmap to allow for that.
Posted by: Benji Jasik | August 07, 2005 at 09:08 PM
Excel Connector is a great tool. Once all Account and Contact info is uploaded, how do you upload legacy opportunites to link to specific Accounts? Please help.
Posted by: David | August 08, 2005 at 06:58 PM
I am sure this has come up already but I can't find a solution.
I installed the sforce connector add-in on my desktop. I was not allowed to login so I uninstalled and reinstalled.
I then moved the add-in to the salesforce.com folder on my c drive.
Now when I try to use the add-in I get error messages stating the macros cannot be found on my desktop.
I have uninstalled and reinstalled the add-in and the office app plus performed a system restore and still when I try to use the sforce connector I get error messages. Not sure what to do.
Thanks in advance for your help.
Posted by: Jackie Blake | August 09, 2005 at 12:11 PM
Has anyone used excel connector to sync data within custom objects? Right now, when I run a query, it displays the object and contact id's instead of the contact name and object name. Is there a way to change what fields are pulled during a query?
Posted by: Brent Pearson | August 16, 2005 at 12:25 PM
Brent - You would have to use the connector to download the records from Both tables then use excel vlookup feature to match between the custom object and the contacts referenced in that object. It can only display what's in the table and the contact ID is what the custom object uses to reference.
Posted by: Mike | August 22, 2005 at 07:58 PM
I´m the administrator, and I´d like to know if with the xl connector, in the account share table I´m able to modify who is the owner and who has access to the same account.
Thanks in advance for your help.
Posted by: Ivan | August 25, 2005 at 01:27 PM
I need to import opportunities with excel connector, and my problem is :
- the rows seems to be inserted but there is no ID opportunity that replace "new" row, and of course the opportunity is not set in SF.
Can you help me ?
Posted by: Philippe | September 01, 2005 at 03:24 PM
I'm using Excel Connector Profesional Edition for simple queries now.
Where can I get more information and examples of how to do "IN joins", "ON joins" and Refresh joins" with Excel Connector ? The documentation and examples I've seen do not work.
No luck so far on joining Contacts and Accounts.
Thanks !
Posted by: Steve G | September 02, 2005 at 08:17 AM
I made a mistake when installing the macro. Now when I try to use the connector, I get the message: "The macro ...... cannot be found". It refers to a macro in a temp folder. I have tried to remove the addon and add it again but get the same message. Any clues as to what to do?
Posted by: Matthew | September 08, 2005 at 11:15 PM
I would like to import opps using the xl connector but I don't understand the trick I need to perform to match the records properly in the spreadsheet so that I can import multiple opps per account. Since opps are imported by referencing the SFDC generated account ID, how do I get these on each of my opps. The db is kinda large. there must be a trick. Help!
Posted by: Aaron Silva | September 16, 2005 at 10:52 AM
I'm having problems using the sforce professional since I already had the sforce enterprise installed. The toolbar for the professional version is not coming up. So when I try to connect it tells me that the API is not enabled. Is there any way to keep both versions installed? If not, how do I uninstall the enterprise edition? Unchecking it in the add-ins menu doesn't seem to work.
Posted by: Paul | September 28, 2005 at 05:24 PM
New SForce Connector user - urgent question - can anyone help? I want to use a proxy server with SForce connector. Does the login and password automatically get sent to the Salesforce servers via IE (as IE is installed on my machine), in which case presumably the proxy settings within IE will automatically be used (check?), or if not, and Excel/SForce Connector communicates with the Salesforce servers directly (ie without using IE), how can a proxy server address and port number be defined in a similar way to the way you can set on in IE? And again, if this is the case, does anybody have some code that would do the trick and allow a proxy server address and port number to be added to the SForce Connector VBA code?
Posted by: Fred | October 11, 2005 at 06:45 PM
New SForce Connector user - urgent question - can anyone help? I want to use a proxy server with SForce connector. Does the login and password automatically get sent to the Salesforce servers via IE (as IE is installed on my machine), in which case presumably the proxy settings within IE will automatically be used (check?), or if not, and Excel/SForce Connector communicates with the Salesforce servers directly (ie without using IE), how can a proxy server address and port number be defined in a similar way to the way you can set on in IE? And again, if this is the case, does anybody have some code that would do the trick and allow a proxy server address and port number to be added to the SForce Connector VBA code?
Posted by: Fred | October 11, 2005 at 06:46 PM
Greetings
I have an enterprise account with contacts.
I regularly import new contacts, and some of them duplicate the ones already in the system. In several of my custom fields, I use multiselect picklists. ie for areas of interest.
What I am trying to achieve is to append the data into sales force. ie. a client whose area of interest is fishing, might be imported as having an area of interest as skydiving and boating. I would like to end up with one contact with all three areas of interest selected in a multiselect picklist? Is this something that Excel connector could help with?
thanks
tudor
Posted by: tudor | October 13, 2005 at 01:29 AM
To answer Fred's question... yes, setting up a proxy in IE via Tools | Internet Options... | Connections | LAN Settings... will also be used by the Excel Connector for all requests to SalesForce.
Posted by: Jason MacDonald | November 04, 2005 at 05:54 AM
I am trying to change the Owner ID in leads with the sforce connector and getting the following error message: "Update Row Failed: Owner id: id value of incorrect type."
I am able to change Owner ID in other lead and accounts but am not with this one report that I am working with.
Can someone help me identify what this error message means and how to fix or overcome this issue.
thanks,
Randy
Posted by: Randy Fahrbach | November 09, 2005 at 09:28 AM