Devart Excel Add-In for SugarCRM - 2026 Pricing, Features, Reviews & Alternatives

Devart Excel Add-in for SugarCRM is a data integration solution that establishes a direct connection between Microsoft Excel and SugarCRM, enabling seamless data management across both platforms. The add-in allows users to load, refresh, edit, and update SugarCRM data directly within the familiar Excel environment, eliminating the need for manual data transfers or complex integration processes. This tool serves sales professionals, CRM administrators, data analysts, and business users who require efficient access to SugarCRM data for reporting, analysis, and bulk data management. The software transforms SugarCRM objects such as contacts, accounts, opportunities, leads, users, attachments, and tasks into standard Excel worksheets, facilitating data cleansing, de-duplication, and application of Excel data processing capabilities.

The Excel Add-in for SugarCRM offers comprehensive functionality through its feature-rich interface. Users can connect to SugarCRM either through Web Login with OAuth authentication or by specifying their SugarCRM environment credentials, including user ID, password, and security token. The Visual Query Builder enables users to visually select tables, columns, and set filter conditions without writing code, while advanced users can leverage custom SQL queries for more precise data selection. The add-in provides instant data validation, highlighting errors such as incorrect dates or duplicate primary key values during data entry. The Edit Mode functionality allows users to modify SugarCRM data as they would regular Excel spreadsheets, with visual highlighting of changes before committing them back to SugarCRM.

The software features a Data Preview window for verifying queries before importing data and a one-click refresh capability that updates all connected data in workbooks, ensuring analysis is always performed on current information. The add-in integrates seamlessly with both Microsoft Excel and SugarCRM environments, requiring no additional middleware or programming knowledge. It supports standard SugarCRM API protocols for secure data exchange and maintains data integrity through its validation mechanisms. The software can be purchased individually or as part of broader packages including the Universal Pack containing all Devart Excel Add-ins, the Cloud Pack focused on cloud application integrations, or the Database Pack for database-related needs. For developers seeking to extend functionality, the add-in works alongside other Devart data connectivity solutions, including ADO.NET providers, ODBC drivers, and SSIS components, enabling more complex data integration scenarios across multiple platforms.