X-Author for Higher Education

Discover the Best of Both Worlds

Why X-Author for Higher Education?

Higher education institutions use Excel everywhere – teaching, research, exacting applied works and social services activities. But these establishments often lack a system of record, such as Salesforce or Microsoft Dynamics CRM, to manage student data and provide capabilities like registering students in courses, documenting grading, connecting alums and managing many other student-related data in a school. Even if they do have a Customer Relationship Management (CRM) system, also referred to by education establishments as student information systems or education management information systems, staff, faculty, or students might not know how to use it or they might stick to the more familiar Microsoft Excel. This results in disparate systems, duplicate data, inefficient processes, high training costs or low data quality. If you don’t have one central and correct source of truth to manage courses, donations or students, it can be hard to establish effective processes that encourage efficient use of funds and impactful ways to support your org.

Optimize your CRM system by enabling your staff, faculty and students to continue working in Excel to update and manage your CRM system. Build and maintain staff capacity by enabling them to continue working in the familiar and fast Excel user interface to update records in your CRM system. Better manage donor and funder expectations through accurate reporting with live CRM data. Boost CRM adoption and minimize training costs by allowing your users to work where they already know how to work.

Use X-Author for Excel for better:


  • Salesforce HEDA Quickstart
  • Event & Donor Management
  • Student Registration
  • Grant Management
  • Reporting & Analytics
  • Import Lists
  • Course & Curriculum Management
  • Training & Certification

Powerful Ways to Use X-Author for Higher Education

X-Author Screenshot

Enhance CRM Adoption

Enable staff, faculty and students to use the familiar and fast Excel interface to work in your CRM system. Excel becomes the CRM user experience, so users can do their CRM processes at Excel speed and update your CRM system with one click. X-Author makes it extremely easy to edit and create CRM records, including Contacts, Campaigns and Activities, or any other standard or custom object. Users can use Excel anywhere and at any time, and then sync the data back to your CRM system when they’re back online.

One-click CRM integration allows you to create, track and correlate grants, donations and funds. Easily create budgets by event, region, donor or any other characteristic tracked in your CRM. Instantly view real-time CRM data in Excel to track resource utilization, and add Excel calculations to discover metrics of value, capacity usage, and other measures of performance.

Lose the Learning Expense

Reduce faculty training time by enabling them to continue working in the fast and familiar Excel interface. X-Author helps to promote CRM adoption while reducing the need for CRM training due to the familiarity and intuitive nature of the Excel user interface. Give staff, faculty and students another reason to become champions of your institution with X-Author.

X-Author Screenshot
X-Author Screenshot

Get the Right Answers

Mass update any number of CRM records for any number of CRM objects from one workbook. Modify records with Excel functionality, including sorting, search-and-replace and formulas. One-click updating makes managing data unbelievably fast and easy – with no limits on adding or updating data, or object relationships. All tasks, such as importing lists and deduping data, are instantly faster and more accurate. By centralizing data on students, faculty, facilities, courses and curriculum in CRM, you’ll have the right answers at your fingertips.

Do More of What You Love

With X-Author, you, your faculty and your students no longer need to learn new software or comply with new procedures – X-Author maximizes the power of the platforms you already use to ensure you’re spending time helping the people who need you. Contact us to learn how Higher Education institutions around the world use X-Author to continue supporting their constituents.

X-Author Screenshot