- Category rank
- #21 in Accounting
- Price
- Free plan
- Listing audit
- 61/100
Excel Merge is a Salesforce AppExchange app by Xappex LLC. With a rating of 4.3★ from 4 reviews, it currently ranks #21 in the Accounting category.
Excel Merge is the #21 ranked Accounting app on Salesforce, with a 4.3 average rating from 4 reviews, free to use, as of Nov 10, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 10, 2026
Excel Merge ranks #21 of 154 in Accounting on Salesforce. It holds a 4.3★ average from 4 reviews on Salesforce. It is free to use.
Pros
- +Free plan available — no paid subscription needed to start
- +Listed on Salesforce since 2020
Cons
- −Only 4 reviews — the average can still move with a few new ratings
About Excel Merge
How Excel Merge works
This package enables two distinct functions: 1. Upload and attach one or several Excel spreadsheets to any object in Salesforce. Then populate that Excel spreadsheet with record-level data and download it from the record level of any object using a Classic layout button, Lightning Action, a VisualForce page, or a Lightning component. If any spreadsheet cell has {{Field_Name}} in it – it will be populated with the value of the corresponding field on the record you are downloading the spreadsheet from. The spreadsheet can also be populated with child object related lists and parent record field values.
2. You'll be able to link any custom or standard object in Salesforce to an Excel workbook stored in Sharepoint and launch mass data operations (e.g. pull a report, run an SOQL query, insert Contact records) and Excel calculations with a single click of a button on the record Lightning Page.
Key features
- Run complex Excel models in Sharepoint and upload the results back to Salesforce with a single click of a button on a record page.
- Populate cells in an Excel spreadsheet with values from your record fields as well as from any parent or child relationship.
- Dynamically fill an Excel template with child object related lists on any record.
Standardized capabilities
AppRanks hasn't mapped this app to standardized capabilities yet. The developer's own feature list is shown above.
