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Excel

Excel Add-In for SuiteCRM

Read, Write, and Update SuiteCRM from Excel

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

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

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Your SuiteCRM data, your way!

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

Access SuiteCRM data directly from Excel

Direct Access

Bi-Directional access to live SuiteCRM Data from Excel

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

Setup

Easy-to-use, straightforward configuration

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

Installing the CData SuiteCRM Excel Add-In creates a dedicated toolbar in Excel, giving users instant access to SuiteCRM 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 SuiteCRM Data.

Data Analysis

SuiteCRM 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 SuiteCRM Excel connectivity questions

Common questions about integrating SuiteCRM with Microsoft Excel.

How do I connect SuiteCRM to Excel?

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

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

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

SuiteCRM Excel Resources:

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Download the SuiteCRM Excel Add-In

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