X-Author by Apttus

Discover the most efficient way to work in your CRM solution

What is X-Author?

X-Author turns Excel into a complete user interface for your CRM system, boosting CRM adoption, increasing Excel productivity, saving administrative hours, and automating processes easily throughout the company. X-Author empowers CRM users to add and update records for any number of objects from Excel while maintaining the permissions, rules, and security of your CRM system. Using X-Author for Excel, you can build and deploy productivity applications with global scale—or install ready-to-use pre-designed applications. Unleash the capabilities of your CRM investment with X-Author.

The Benefits of X-Author

Reach 100% CRM User Adoption

Your CRM is a perfect solution for small businesses and global enterprises—but if your users don’t adopt it, you’re missing out on the benefits. Connect Excel to your CRM seamlessly, so users can quickly update records entirely within Excel. Keep Excel functionality and gain the unmatched benefits of your CRM solution. You can build and deploy applications in minutes using point-and-click tools, enabling your users to stay in a familiar Excel interface while following all CRM rules, permissions, and workflows. CRM users love X-Author—and you won’t believe how simple it is to implement.

Complete Tasks 10-100 Times Faster

Excel, the world’s most versatile tool, is ideal for processes across your business. However, Excel doesn’t scale easily and lacks enterprise controls—two of the great strengths of your CRM system. With X-Author, you can automate legacy Excel processes by connecting them to your CRM system. Build X-Author applications using any number of CRM standard or custom objects. Improve collaboration among your Excel users by eliminating version issues, ending data copying errors, and adding security controls. Enterprise-grade processes are as easy as X-Author—with no change management or massive upfront investment.

Migrate Data 80% Faster

If you run multiple systems of record, you know that managing your data can be a full-time chore. With X-Author, it doesn’t have to be. X-Author provides the easiest way to transfer data between CRM orgs without repetitive tasks or data integrity risks. X-Author allows you to load unlimited records for any number of objects across multiple hierarchies, and even migrate related record IDs automatically. X-Author’s superior feature set supports the needs of admins so you can spend less time on data migration.

Manage Data With One-Click Control

Running a large CRM org brings a never-ending series of tedious data updates: change user permissions, mass update records, update price books, and much more. With X-Author, these tasks are a breeze using all the power of Excel as your data maintenance interface. Enjoy the power to sort and filter, calculate values, and add records by adding rows—and save all results to your CRM system with one click. Manage any number of objects in any hierarchy from one workbook, without converting to CSV. X-Author is your admin speed boost for all data management tasks.

Make Complex Calculations Easy

Automating calculations in your CRM system requires numerous rules, workflows, Apex coding, and testing. Use X-Author to turn Excel into a calculation engine and populate your CRM fields with the output of Excel formulas and macros—without ever opening Excel. X-Author is the fastest way to build business logic so your users gain insights using CRM data in real time. It’s not magic—it’s X-Author.

Solutions for Industries


Financial Services


Life Sciences


High Tech

Solutions for the Entire Organization

Persona_CLM_ITSave Time and Boost Your Productivity

Manage and migrate data with ease across any number of CRM orgs. The intuitive Excel interface backed by the control of your CRM system enables you to work quickly and efficiently. Create powerful applications in Excel with point-and-click controls—with no programming required—and transform how your teams work productively in every department. With X-Author, you’re not only an administrator—you’re a CRM strategist.

Reach Full CRM Adoption

X-Author is the magic bullet you’ve been missing to get your sales team on your CRM solution—and to get your work done in record time. Now reps can work where they are most productive—in Excel. And you’re also more productive when you can seamlessly pair Excel and your CRM solution for your regular tasks, including fast quota and territory delegation, effortless reporting, and even commission split calculations right in your CRM solution.

Persona_CLM_SalesIncrease Your CRM Productivity

You need great tools that save time and allow you to focus on what you do best: closing the deal. That’s why sales professionals love X-Author. X-Author lets you work in your CRM system the way you want to, saving you time and effort. X-Author allows you to spend less time updating your CRM records, so you have more time to spend winning deals. Complete all your CRM tasks using Excel, see your real-time pipeline using Excel reporting, and even work offline and sync with your CRM system at your convenience.

Persona_ECommerce_MarketingAccelerate and Automate Your Tasks

Turn your existing Excel workbooks into powerful applications with X-Author. Now you have an easy-to-use solution to automate and accelerate your activities, so you can spend your time winning more business—not moving data between systems. Automate the data drudgery, eliminate errors, and get your work done faster with X-Author.

quote-to-cash-solutions-financeMaximize Your CRM ROI

Capture the ease of Excel and the control of your CRM system in a single application. X-Author combines the best capabilities of world-class platforms to create a totally new and powerful productivity experience. Move data between your CRM system and Excel without any data reentry or copy-and-paste procedures, eliminating inefficient steps and extending the capabilities of Excel into the CRM ecosystem.

Apttus Customer Success

Additional E-Commerce Resources

X-Author Website

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X-Author Datasheet