Salesforce Features
Excel Connector
Are you looking for bi-directional synching between Excel and
Salesforce.com? Ron Hess has built an Excel Connector leveraging the
sforce platform. The connector allows you to import records from Excel
directly into Salesforce.com. It also allows you to perform mass
updates which can be very handy for data cleansing projects.
Open Source tool which works with professional, enterprise, and unlimited edition.
Training and Documentation
- Documentation
- Training (Breeze)
- How to Upload Data into Salesforce (PDF)
- Post Your Questions to the Discussion Board
Download the Excel Connector
Best Practice Presentation
- Your Golden Ticket to Clean Data: Excel Connector (45 min Video)
While this tool is easy to install and easy to use, you need to be careful anytime you’re manipulating large amounts of live data.
Also note that this is an open source tool and it is not a supported product. If you have questions please leverage the documentation on this page or visit the Excel discussion boardsconnector boards.
18 Comments
September 13
When trying to load the Professional edition I keep getting this error message.
compile error in hidden module: Autoexec
Any suggestions would be great
Thanks
September 15
John, post your question to the excel connector discussion board. There is an active community there answering questions like this one.
http://community.salesforce.com/sforce/board?board.id=Excel_Connector
October 10
I have successfully insert 50 new leads but now can't insert any more. I am getting an error-
Salesforce: Create()
invalid Range, Missin data type, or other error,
type is: Lead
Value too large max length:20 Your Length :22
Any suggestions?
October 12
Hi,
Can anyone use excel connector. Can I limit who used it?
October 13
error generated by request
API is not enabled for this organizatio or Partner
ExceptionCode : 5069
October 20
Value too large max length:20 Your Length :22
This indicates that one of the fields you have defined is only 20 chars long, however the data you are sending is 22 chars long
API is not enabled for this organizatio or Partner
This indicates that the org has no API access and you must use the Professional Edition version of the excel connector rather than the Enterprise Edition.
at the moment you cannot limit who can use the connector within your org, if the user has access to the API , they can use it.
Soon there will be a comercial version that will allow read only access, see ForceAmp.com
October 26
The link to http://blogs.salesforce.com/features/files/how_to_load_data_into_salesforce.pdf
"How to upload Data using the Excel Connector" seems to point to a corrupt or empty PDF dcoutmn
November 13
That PDF document opened fine for me
November 17
Hi
I am getting an error when trying to use sforce_connect.xla.
The error message is:
sforce_connect1.xls could not be found. Check the spelling and filename and verify the location is correct.
The file is in my add- in folder.
I am not sure why the error message calls it sforce_connect *1*.xls, because the file is not called this in my folder. I was able to use it the other day.
November 20
I need to import activity data (call date & call notes) from Excel
into SalesForce (Professional Edition) to update existing account.
Any thoughts??
Thks,
November 30
Attempting to view the code in the Microsoft Visual Basic
editor (via alt-F11) I was prompted for a password. What is the
password?
December 1
I have salesforce professional and am using Excel Sforce connector. I have tried loggin in to the visual basic code as instructed in the instructions by pressing alt F11. This works but when I try to view the sforce_connector code it prompts for a sforce_connector password. I have tried using my salesforce password but that doesnt work. What is the password I should be using.
January 2
Same as above....
"When trying to load the Professional edition I keep getting this error message.
compile error in hidden module: Autoexec
Any suggestions would be great
Thanks"
April 18
The Excel Connector has been turned into a fully supported product on the AppExchange by our partner ForceAmp. Check it out here: http://www.salesforce.com/appexchange/detail_overview.jsp?NavCode__c=&id=a0330000002excyAAA
April 18
The Excel Connector has been turned into a fully supported product on the AppExchange by our partner ForceAmp. Check it out here: http://www.salesforce.com/appexchange/detail_overview.jsp?NavCode__c=&id=a0330000002excyAAA
May 4
To Don: Perhaps you could take a look at Apatar, a free tool that links data between Excel files, databases, and SalesForce.Com, without having to write a single line of code. Users install a visual application, link data between the source(s) and the target(s), and schedule one-time or recurring data transformations. Apatar Features:
1. Visual job designer and mapping enable non-developers to design and perform transformations.
2. Connectivity to CSV, TXT, MySQL, PostgreSQL, Oracle, MS SQL, Sybase, FTP, HTTP (POST and GET), Compiere ERP, Goldmine CRM, XML (local and web-based), Webdav, Buzzsaw, LDAP, Amazon and even Flickr;
3. Job Scheduling
Apatar listing on AppExchange: http://www.salesforce.com/appexchange/detail_overview.jsp?NavCode__c=a0130000006P6IoAAK-31&id=a03300000032Vm0AAE
Online Demos: http://www.apatar.com/web_demo.html
Apatar forums about SalesForce and other connectors: http://www.apatar.com/forums/
Free download of Apatar: http://www.apatar.com/data_integration_for_salesforce_com.html
May 15
I have been told that the excel connector can be used to import data into the team edition however I don't see a download for that edition. Customer support assured me it is possible but they don't "support" the connector and have no more information for me. Any information would be most appriciated.
May 18
I just learned about the mass update capability for the professional edition (the self proclaimed "gold standard" btw) and am still very much pissed at the fact that we have to scramble to get a workaround working for a basic functionality which is pretty obviously missing in salesforce.
I would like to know who long it will take until the mass update capability is embedded in salesforce without us having to spend precious time getting your unprofessional "Professional Editon" to work?