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Excel

Excel Add-In for Salesloft

Read, Write, and Update Salesloft from Excel

The Salesloft Excel Add-In is a powerful tool that allows you to connect with live Salesloft data, directly from Microsoft Excel. Use Excel to read, write, and update Salesloft Account, Actions, Calls, Emails, Groups, People, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

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

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Your Salesloft data, your way!

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

Access Salesloft data directly from Excel

Direct Access

Bi-Directional access to live Salesloft Data from Excel

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

Direct access to Salesloft data in Excel

Setup

Easy-to-use, straightforward configuration

Install the Add-In
Login with user & password
Select tables

Installing the CData Salesloft Excel Add-In creates a dedicated toolbar in Excel, giving users instant access to Salesloft data for faster data analysis and reporting. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.

Data Selection

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 Salesloft Data.

Data Analysis

Salesloft 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.

FAQs

Frequent Salesloft Excel connectivity questions

Common questions about integrating Salesloft with Microsoft Excel.

How do I connect Salesloft to Excel?

The Salesloft Excel Connector is fully integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click. Installing the Salesloft Excel Add-In 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 to any data source. Once the Salesloft Excel integration is configured, just select a table from Salesloft and the Excel Add-In will populate a new Excel sheet with live Data.
Can I export Salesloft to Excel?

Configuring a Salesloft export to Excel is a thing of the past — no more downloading or copying & pasting to make sure you have the freshest data. The Salesloft Add-In provides live direct connectivity to Salesloft and does not require a Salesloft Excel export. Simply click the Refresh button from the Excel Salesloft plugin and the tool will download Salesloft to excel instantly.
Is it possible to edit Salesloft data from Excel?

Our integration enables live, bi-directional access to Salesloft data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to Salesloft — 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. Your 30-day free trial of the Salesloft Excel Connector will begin as soon as you have downloaded the Salesloft Excel Add-In and completed the intallation process. The trial provides full, unrestricted access to all features and capabilities of the Salesloft Excel Connector.
Start your trial today: Salesloft Excel Add-In free download.

Salesloft Excel Resources:

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Download the Salesloft Excel Add-In

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