Tech riderRev. 30 Sept 2026

Xappex XL-Connector

Ch 097.0of 37 CRM Data Migration Software

1Runs onWindows
2CostsFree plan · free trial · paid from $10/mo
3Field mappingYes
4Relationship migrationYes
5Data transformationYes
6Scheduled migrationsYes
7Deploymentdesktop

7 lines stated Written from the maker's own pages: xappex.com

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Overview

Xappex XL-Connector is ranked #9 of 37 in CRM data migration software on Specifiction. It runs on Windows. There is a free plan. A free trial is offered. Paid plans start at $10/mo.

Xappex XL-Connector plans and pricing

All plans

Team Player $10/mo monthly Unlimited pull operations · refresh all worksheets · controlled create/update/delete flows · centralized feature visibility xappex.com · 30 Sept 2026

Enterprise Admin $30/mo monthly 3,000,000 report records per hour per org · scheduled offline refresh and mass operations · metadata tools · Slack and email notifications xappex.com · 30 Sept 2026

Free Not published monthly Salesforce reports limited to 2,000 rows · SOQL pulls · refresh one worksheet at a time xappex.com · 30 Sept 2026

Compared on CRM data migration software

Free plan: Yesxappex.com
Field mapping: Yesxappex.com
Relationship migration: Yesxappex.com
Data transformation: Yesxappex.com
Scheduled migrations: Yesxappex.com
Deployment: desktopxappex.com

Facts

Purpose: XL-Connector is a Salesforce administration and data-management toolkit used from Microsoft Excel.xappex.com · 30 Sept 2026
Core operations: The add-in lets users query, insert, update, and delete Salesforce data directly from desktop Excel.xappex.com · 30 Sept 2026
Bulk data: XL-Connector supports bulk operations and is presented as handling 50K+ records.xappex.com · 30 Sept 2026
Metadata: Enterprise features manage fields, validation rules, processes, security settings, picklists, layouts, and other Salesforce metadata from Excel.xappex.com · 30 Sept 2026
Analysis: Users can run unlimited SOQL queries, join unrelated Salesforce objects in one workbook, and use Excel formulas and pivot tables on live data.xappex.com · 30 Sept 2026
Integration: XL-Connector connects Microsoft Excel with Salesforce through an API connection for export, import, refresh, and transformation.xappex.com · 30 Sept 2026
Platform limit: The COM add-in supports Windows desktop Excel, typically Excel 2016 and newer, and is not supported on macOS.xappex.com · 30 Sept 2026
Authentication: Salesforce authentication supports OAuth2 client-server login and two-factor authentication using a username, password, and Salesforce security token.xappex.com · 30 Sept 2026
Security: Xappex states that XL-Connector is locally installed, uses a direct encrypted Salesforce connection, and does not store business data on third-party servers.xappex.com · 30 Sept 2026
Compliance: Xappex follows the SOC 2 framework and says it undergoes independent third-party security and compliance assessments.xappex.com · 30 Sept 2026
Support: Xappex offers Salesforce professional customer support at [email protected] and asks users to contact that address for help.xappex.com · 30 Sept 2026
Audience: The product is positioned for Salesforce administrators, developers, consultants, data analysts, and business users who work in Excel.xappex.com · 30 Sept 2026