FinancialForce
 

Excel Add-In for FinancialForce

Read, Write, and Update FinancialForce from Excel

The FinancialForce Excel Add-In is a powerful tool that allows you to connect with live FinancialForce data, directly from Microsoft Excel. Use Excel to read, write, and update FinancialForce Invoices, Expenses, Accounts, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

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Your FinancialForce Data, Your Way!

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

Bi-Directional Access To Live FinancialForce Data From Excel

The Excel Add-In for FinancialForce 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 FinancialForce Data.

FinancialForce 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 FinancialForce Excel Add-In


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


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