Connect to SugarCRM Directly from Excel

To connect Excel to SugarCRM you may either use Web Login feature (OAuth) of our add-in and sign in to SugarCRM or specify your SugarCRM environment to connect to, user ID, password, and security token.

Connection information may optionally be stored in the Excel file, or you may reenter it whenever necessary.

Use Query Builder or SQL to Import Data You Need

Visual Query Builder allows you to choose a table to import data from, select the columns from this table and related tables, and set filter conditions and data ordering options visually. If you need to select data more precisely, you can use SQL to select data you need.

Devart Excel Add-in for SugarCRM provides advanced SQL support for SugarCRM, and allows you to use complex SQL queries to get exactly the data you need.

Before finally importing data you can preview data and verify the query in a Data Preview window.

Instantly Refresh Data Whenever You Need

It's very convenient to always have fresh data from SugarCRM right in your workbook. Imagine, you have performed data analysis in your Excel workbook, built some charts for your SugarCRM data, and you can re-read data from the source and update all this to the current state by just clicking a button on the ribbon whenever you need.

Edit SugarCRM Data Like Usual Excel Spreadsheets

To edit SugarCRM data in Excel you need just to click the Edit Mode button on the ribbon before editing, and then you can edit data just like you usually do it – add or delete rows, modify cell values, etc. All the changes are highlighted so you can easily see which data is changed.

After you finish editing, simply click Commit to write changes to SugarCRM or Rollback to cancel changes.

Instant Data Validation

Excel Add-in for SugarCRM instantly validates entered data and highlights errors, such as incorrect dates, duplicate primary key values, etc.