Salesforce Excel Connector

Export Salesforce to Excel & import back — SOQL, insert/update/upsert

Connect Microsoft Excel to Salesforce and move data both ways — right inside a
task pane. No CSV downloads, no desktop Data Loader, no code. This is an Office
Add-in that runs in Excel on the web and desktop.

EXPORT FROM SALESFORCE → EXCEL
• Run any SOQL query and write the results straight into the active worksheet.
• Handles large result sets automatically (paging) and flattens related fields
  like Account.Name into clean columns.

IMPORT FROM EXCEL → SALESFORCE
• Push rows back to Salesforce: Insert, Update, or Upsert.
• Make row 1 your Salesforce field API names — the add-in batches records via
  the Composite API and writes each row's result (record ID or error) into an
  Import Result column right beside your data.

SECURE BY DESIGN
• Connects to YOUR Salesforce org with OAuth 2.0 + PKCE via your own Connected
  App — no client secret is embedded anywhere. Your tokens stay in your Office
  settings, never shared.
• Works with Production, Developer, and Sandbox orgs.

FREE & PRO
• Free: export only, up to 500 rows/month.
• Pro: imports (insert/update/upsert) plus unlimited export volume.
  $60/user·yr or $300 all-org. 14-day full trial.

Perfect for RevOps, sales ops, admins, and analysts who live in spreadsheets and
need a fast, reliable Salesforce ↔ Excel bridge. Questions or feature requests?
Contact us any time — we ship updates fast.