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 Spreadsheets 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
Discover What's Possible with Your Act CRM Data in Excel
Say Farewell to Copy/Paste
Real-time, seamless access to data removes the burden of manual data entry in Excel.
Never Rely on Stale Data
Work with live data in Online, Windows, and Mac editions of Excel to create up-to-date reports.
Point and Click Configuration
Integrate data and manage connections with no code or special skills required.
Secure Access and Encryption
Securely govern your data with specific user permissions and built-in TLS / SSL data encryption.
Real-Time Access to Act CRM Data from Excel
Get Started with Act CRM in 3 Simple Steps:
- Install the Excel Add-In - After installation look for the CData Connect Spreadsheets button on the Excel Ribbon.
- Configure your Act CRM Connection - Click on the Connect Spreadsheets add-in from within Excel to setup an account and configure a connection to Act CRM.
- 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.
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.
Bring Data to Life in Excel
Bring your Act CRM data into Excel for up-to-date insights with Connect Spreadsheets. Easily combine that information with data from other sources in Excel to form a complete picture of the customer journey.
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.
Frequent Act CRM Excel Connectivity questions
Common questions about integrating Act CRM with Microsoft Excel.
How do I connect Act CRM to Excel?
The best way to integrate Act CRM with Excel is by using the CData Connect Spreadsheets Excel Add-In. The Act CRM Excel Connector provides easy Act CRM Excel integration directly from Desktop, Mac, or Web (Excel 365). Simply configure your connection to Act CRM from the easy-to-use cloud interface, and access Act CRM just like you would another native Excel data source.
Can I export Act CRM to Excel?
Configuring a Act CRM export to Excel is a thing of the past — no more downloading or copying & pasting to make sure you have the freshest data. CData Connect Spreadsheets Excel Add-In provides live direct connectivity to Act CRM and does not require a Act CRM Excel export. Instead, simply click the Refresh button from the Excel Act CRM plugin toolbar and the tool will download Act CRM to excel instantly. You can even schedule refreshes to export from Act CRM to Excel automatically, so your Excel reporting is always fresh and up to date when you need it.
Is it possible to edit Act CRM data from Excel?
Our integration enables live, bi-directional access to Act CRM data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to Act CRM — all without leaving Excel. Edited cells are automatically highlighted to show differences from the source data. When ready, click the Update Rows button in the CData Add-In toolbar to sync your changes.
Is there a free trial available?
Absolutely. Free trials are available for all CData products. For the CData Connect Spreadsheets Excel Add-In all accounts start on a 15-day free trial of the unlimited Pro plan. The Pro plan includes unlimited access to all of the powerful features and capabilities of the platform. After the 15-day trial period, you have the option to purchase the product and continue at the Pro level, or your account will be automatically downgraded to the Forever-Free plan. You can continue to use the free plan indefinitely, but wou will be limited to 5,000 records per query, 1 user, 3 data sources, and 50 total queries per month.
Start your trial today: Act CRM Excel Add-In free download.
Popular Excel Videos:
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!
