CData Excel Add-In for Act! CRM models entities in the Act! CRM Premium APIs as relational Views. The add-in leverages the Act! Web API for bidirectional access to Act! CRM data from Act! Premium on-premises and Act! Premium Cloud. The add-in also supports Act! Premium for Desktop, but you need an active subscription to connect.

Views

The views are defined in schema files, .rsd files with a simple format that makes them easy to edit. Set the Location property to the path to the folder containing the .rsd files.