How to Use the Microsoft Excel Plug-in for SugarCRM

By Craig Cavanaugh • January 20th, 2015
Audiences: End Users

The Sugar Plug-in for Microsoft Excel enables users to view and manage Sugar modules in Excel for Sugar Ultimate, Sugar Enterprise, Sugar Corporate, and Sugar Professional. You can edit and delete existing Sugar fields in Excel and save the updated information to the Sugar database.

We have compiled a video to guide you through all the steps to best setup and utilize the Microsoft Excel Plug-In for SugarCRM.

If you would like help setting up or learning how to utilize this plug-in please contact us for a consultation.

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Craig Cavanaugh
Consulting Team Manager at UpCurve Cloud