Commercial brokers, like many business computer users, often use Excel to collect, manage, organize, and review data. Excel is also the common format used to download data from Loopnet, CoStar, Xceligent, Property Shark, and the many other commercial real estate database tools we subscribe to.
The Excel Connector is third-party, open-source tool built to connect Excel to Salesforce. Once connected, the Excel Connector can query your Power Broker database directly, bringing data into Excel, then insert edits, updates, or added data back into the database directly.
The Excel Connector is a free, open-source tool that is not officially supported by Salesforce and therefore Power Broker; however, the add-in has been around at least since Excel 2003 and seems to work with Excel 2003, 2007, 2010, and even some 2013 environments. So, proceed with caution as you should with any data manipulation tool that makes a direct connection to your database, but if you would like to test the Excel Connector with your Power Broker Salesforce database, here is a guide to installing it on Excel 2010–installation on other Excel versions is similar.
Step 1. Download the Salesforce Office Toolkit
Step 2. Open the zip file and run the installer.
Step 3. Download the Excel Connector from Google Downloads
Step 4. Open the zip file and copy the sforce_connect.xla file into the Microsoft Office Add-Ins folder. In Windows 7 this is located at C:\Users\YOURUSERNAME\AppData\Roaming\Microsoft\AddIns\
Step 5. Open Excel, go to File > Options > Add-Ins and click on the Go button at bottom.
Step 6. Enable the Excel Connector for Force.com from the Options > Add-Ins screen.
Check the box next to “Sforce_Connect” and click OK.
Step 7. Check the box for “Sforce_Connect” to enable the Excel Connector for Force.com. You should now have a Force.com Connector button in the Add-Ins Tab in Excel.
Step 8. Open Excel. Click on Add-Ins Tab. Click Force.com Connector. Click on Table Query Wizard to open a connection login box.
Step 9. Sign into your Power Broker application from Excel using your regular username, password + security token. For password, you must use your regular Password plus your Security Token. If you do not know your Security Token, login to Power Broker, go to Setup>Personal Setup>My Personal Information>Reset My Security Token. A new security token will be automatically emailed to you. In the password field, enter the password and security token in the password window. For example, if your password is “myPassword” and your security token is “XXXXXXX”, you will enter “myPasswordXXXXXXX” into the password window.
Step 10. Once you are connected, you can run queries to retrieve data from your database, make changes or additions, then post the updates back to the database using the Excel Connector. Use wisely and with caution as the Excel Connector tool provides a direct connection to your data.