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            Install the CRM Analytics Connector for Excel

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            Install the CRM Analytics Connector for Excel

            The Salesforce CRM Analytics Connector for Excel gives you a fast, easy way to import data from Excel 2013 into CRM Analytics.

            Required Editions

            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:

            1. Open Excel, either on your desktop or in Office Online.
            2. Click the Insert tab.
            3. Click Store.
            4. Search for the CRM Analytics Connector for Excel, and click Add to install it.
            5. Click Log in to Salesforce, and enter your Salesforce credentials to open 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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