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Act CRM
 

Excel Add-In for Act CRM

Connect to live Act CRM Data from Excel

The Act CRM Excel Add-In is a powerful tool that allows you to connect with live Act CRM data, directly from Microsoft Excel. Use Excel to access Act CRM Companies, Contact, Groups, Opportunities, etc. Perfect for mass exports, Excel-based data analysis, and more!

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Your Act CRM Data, Your Way!

The Excel Add-In for Act CRM provides the easiest way to connect with Act CRM data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Act CRM tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.

Bi-Directional Access To Live Act CRM Data From Excel

The Excel Add-In for Act CRM is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.

Easy-To-Use, Straightforward Configuration:

  1. Install the Add-In
  2. Login with User & Password
  3. Select Tables

Installing any of the Excel Add-Ins creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.

Select Tables and Columns

Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Act CRM Data.

Act CRM Data With The Full Power of Excel

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

  • Modify and delete Records.
  • Quickly export and backup data.
  • Operate on data with Charts and Pivot Tables.

Popular Excel Videos:

Connecting to Live Data Directly from Microsoft Excel

Download the Act CRM Excel Add-In


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


  Download Now