In an earlier post , I mentioned a tool I'm using to import Salesforce data - via SOQL or existing reports - into Excel. This post is more about using that tool, XL-Connector from Xappex . Here, I'll walk through the (simple) process of importing and refreshing a report, and I'll provide a simple VBA macro to automate the refresh. In a future post, I'll expand on that macro to show a friendly view of my opportunity pipeline and a single-page view of how each of my sales reps are doing against a series of KPIs. Importing a report is simple enough. From the XL-Connector tab, select Log In and enter your credentials. I'm using the old id and password (as opposed to SSO), so I provide that along with my 'token'.  (Don't remember your token? Log in to Salesforce via your browser, click on your photo, select Settings, then 'reset my security token'.) Once you're logged in the lock turns green. Back in Excel, on the XL-Connector tab, select ...