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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 account data, directly from Microsoft Excel. Use Excel to read, write, and update Leads, Contacts, Opportunities, Accounts, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
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.
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.
Easy-To-Use, Straightforward Configuration:
- Install the Add-In
- Login with User & Password
- 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 SuiteCRM Data.
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.
Popular Excel Videos:
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.
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