Efecte Tools for Excel

Efecte Tools for Excel integrates your Microsoft Excel to any Efecte server. It is a simple and very powerful tool to edit data in Efecte utilizing the full power of Excel.

Start a free trial

Efecte Tools for Excel

Efecte Tools for Excel integrates your Microsoft Excel to any Efecte server. It is a simple and very powerful tool to edit data in Efecte utilizing the full power of Excel.

Start a free trial

See how it works

Efecte Tools for Excel allows you to use Efecte in a whole new way. You can perform tasks that are impossible to do in the basic user interface and would otherwise require consultants or coding work.

Efecte Tools for Excel enables you to easily and quickly download data from Efecte to Excel and upload data from Excel to Efecte. This gives you the opportunity to e.g. easily edit Efecte data in Excel and synchronize it back, or collect data to an Excel sheet and update the data to Efecte with one click.

Example video 1 – How to use the Tools for importing data

In this example you see how a CSV file with names and email addresses is quickly imported into Efecte creating several new person data cards.

With Efecte Tools for Excel you can also easily integrate data between Efecte and 3rd party systems, which also support Excel/csv files. Just download data from the 3rd party system to your Excel sheet, and upload it to Efecte with one click.

Example video 2 – How to use the Tools for mass editing data

In this example we mass edit data in Efecte using Excel functions. We edit the persons imported in the previous video and alter everyone’s email address domain without altering the whole email address.

The tool supports the use of Excel formulas in editing Efecte data. It enables you to perform ad-hoc mass edits that is not possible with Efecte e.g. removing certain values from a multi value field in several entities is currently impossible in Efecte, with the Tools for Excel this can be done in seconds.

Example video 1 – How to use the Tools for importing data

In this example you see how a CSV file with names and email addresses is quickly imported into Efecte creating several new person data cards.

With Efecte Tools for Excel you can also easily integrate data between Efecte and 3rd party systems, which also support Excel/csv files. Just download data from the 3rd party system to your Excel sheet, and upload it to Efecte with one click.

Example video 2 – How to use the Tools for mass editing data

In this example we mass edit data in Efecte using Excel functions. We edit the persons imported in the previous video and alter everyone’s email address domain without altering the whole email address.

The tool supports the use of Excel formulas in editing Efecte data. It enables you to perform ad-hoc mass edits that is not possible with Efecte e.g. removing certain values from a multi value field in several entities is currently impossible in Efecte, with the Tools for Excel this can be done in seconds.

Start a free trial