To get started with XL Connector, please follow the steps below:
1. Install XL Connector 365
Download and install the tool using this link: [Install XL Connector 365]
2. Log in to XL Connector 365
Open XL Connector 365 after installation.
Click on Login to Salesforce.
Enter your Salesforce credentials.
Note: Once logged in, your free trial will automatically activate.
3. Manage Data in Navatar
Open Excel and launch the XL Connector tab.
Click Connect and ensure you’re logged into Salesforce.
For guidance on uploading or managing data within Navatar, please refer to the tutorial videos here: [XL Connector 365 Videos]