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Act CRM
 

Connect Excel to Act CRM

Read, Write, and Update Act CRM Data from Excel

Connect with live Act CRM data directly from Microsoft Excel. The free Excel Add-In for CData Connect Cloud gives you real-time access to Act CRM data, right from the Excel tool bar.

Install the Add-In, configure your Act CRM connection, and go!


  Get The Excel Add-In Now

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Discover What's Possible with Your Act CRM Data in Excel

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Say Farewell to Copy/Paste

Real-time, seamless access to data removes the burden of manual data entry in Excel.

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Never Rely on Stale Data

Work with live data in Online, Windows, and Mac editions of Excel to create up-to-date reports.

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Point and Click Configuration

Integrate data and manage connections with no code or special skills required.

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Secure Access and Encryption

Securely govern your data with specific user permissions and built-in TLS / SSL data encryption.



Get The Excel Add-In Now

Real-Time Access to Act CRM Data from Excel




Get Started with Act CRM in 3 Simple Steps:

  1. Install the Excel Add-In - After installation look for the CData Connect Cloud button on the Excel Ribbon.
  2. Configure your Act CRM Connection - Click on the connect cloud add-in from within Excel to setup an account and configure a connection to Act CRM.
  3. Run your first query - Select any Act CRM data that you want to access. All data is exposed as standard tables and data views. You can even write custom queries with SQL to filter and join data.
Connect to Act CRM data in Excel



Automate Your Workflow

Spend less time copying, pasting, and importing data. Build custom reports and dashboards with automatic refreshes (hourly, daily, weekly, monthly) for real-time insights.

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Bring Data to Life in Excel

Bring your Act CRM data into Excel for up-to-date insights with Connect Cloud. Easily combine that information with data from other sources in Excel to form a complete picture of the customer journey.

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Act CRM Reporting, Analysis, & Data Manipulation

Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

  • Modify and delete records and push updates back to Act CRM
  • Quickly export and backup data.
  • Operate on data with Charts and Pivot Tables.
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Popular Excel Videos:

Connecting to Live Data from Microsoft Excel with Connect Cloud

Get the Excel Add-In for Act CRM


Building custom dashboards & reports that connect with live Act CRM data has never been easier. Get the CData Excel Add-In for Act CRM now, and get connected.


  Get the Excel Add-In Now!