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The Salesforce CRM Analytics Connector for Excel gives you a fast, easy way to import data from Excel 2013 into CRM Analytics.
| User Permissions Needed | |
|---|---|
| To import data from Excel 2013 to CRM Analytics: | Upload External Data to CRM Analytics |
If you use Excel 2013 on the desktop or Office 365, the Office Online version of Excel, the CRM Analytics Connector for Excel gives you a great way to get your data into CRM Analytics. After installing the Connector, you select data from Excel, click Submit Data, and the Connector does the work for you, importing the data to CRM Analytics and creating a dataset.
Here’s how to install the Connector:
When you’ve installed the Connector, follow the instructions in the Connector window to create a dataset from your Excel data. Opening the Connector automatically logs you in to CRM Analytics. Click the Connector Help icon for complete information about using the app.
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