Devart Excel Add-In for SugarCRM 2026: Benefits, Features & Pricing

The Devart Excel Add-in for SugarCRM allows users to connect Microsoft Excel to SugarCRM. This tool enables users to load data from SugarCRM into Excel, refresh data in an Excel workbook from SugarCRM, and edit that data just like a regular Excel worksheet.

The add-in provides features to help users get the data they need from SugarCRM. The visual Query Builder allows users to select the tables, columns, and filter conditions they require. The SQL support enables the use of complex queries. Before importing, users can preview the data and verify the query in a Data Preview window. The add-in also offers data validation, highlighting errors such as incorrect dates or duplicate primary key values as the data is edited.

Users can edit SugarCRM data directly within Excel, adding or deleting rows and modifying cell values as needed. All changes are clearly marked, and users can then choose to commit the updates back to SugarCRM or revert the changes. This integration between Excel and SugarCRM streamlines data management and analysis, allowing users to leverage the full power of Excel for their SugarCRM data.