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What is XL-Connector?

XL-Connector provides an efficient method for pulling data from Salesforce, enabling users to easily manipulate that data within Excel and upload it back with a click, thus avoiding the hassle of dealing with CSV files while leveraging Excel's extensive functionality, including pivot tables, charts, formulas, and lookups. Updating data from Salesforce.com is exceptionally easy; just press the “Refresh” button, and your data will be up to date in an instant. Once you have made your modifications, you can return the altered information to Salesforce with a single click. Moreover, if you have multiple accounts to manage, XL-Connector securely saves them, allowing for effortless transitions between various Salesforce.com organizations without any limits. After installation, you can quickly access the XL-Connector tab in the Excel ribbon, log in with your Salesforce ID, and choose “Reports”—the entire process of viewing your real-time data in the user-friendly Excel environment is swifter than explaining it. This streamlined approach not only conserves valuable time but also boosts productivity by integrating Salesforce data seamlessly into your existing workflow. Additionally, with its intuitive interface, even users with limited technical skills can navigate the system with confidence and ease.

What is Ascent ERP?

Ascent ERP is a fully integrated Salesforce-native platform designed for enterprise resource planning (ERP) since 2007, catering to small, mid-sized, and larger businesses by providing a comprehensive perspective on mid and back office operations, a concept we refer to as "Operations 360°." This solution is particularly well-suited for organizations undergoing digital transformation that have intricate inventory and product needs. Ascent ERP delivers a robust suite of functionalities including warehouse management, inventory control, demand forecasting, product management, purchasing, order processing, work order management, returns handling, financial oversight, and mobile solutions, all tailored to operate seamlessly on the Salesforce platform. It is an excellent fit for businesses of any size seeking an all-encompassing ERP solution that integrates various aspects such as bill of materials (BOM), servitization, financial management, demand planning, warehouse mobility, and connections to external systems. Additionally, Ascent ERP boasts pre-built integrations with a variety of e-commerce platforms like Shopify, Magento, WooCommerce, and Amazon WMS, along with accounting software such as Accounting Seed, Certinia, Sage Intacct, QuickBooks (both Online and On-Premise), Xero, and Microsoft Business Central. Furthermore, it supports credit card processing through Kulturra, tax compliance with Avalara AvaTax, and shipping logistics via Zenkraft Multi-Carrier, ensuring a holistic approach to managing business operations.

Media

Media

Integrations Supported

Integrations Supported

Accounting Seed
Amazon
Avalara
Bringg
Configure One Cloud
Kulturra
Magento
Microsoft Dynamics 365 Business Central
QuickBooks Accountants
QuickBooks Enterprise
Shopify
WooCommerce
Xero

API Availability

API Availability

Has API

Pricing Information

$99 per year
Free Version
Free Trial Offered?

Pricing Information

$125 per month

Supported Platforms

Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Xappex

Date Founded

2013

Company Location

United States

Company Website

www.xappex.com/xl-connector/

Company Facts

Organization Name

Ascent Solutions

Date Founded

2006

Company Location

United States

Company Website

ascenterp.com

Categories and Features

Integration

Dashboard
Metadata Management

Categories and Features

Discrete ERP

Not specified

Distribution ERP

Not specified

ERP

Accounting Integration
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Manufacturing

Accounting Integration
ERP
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Shipping Management

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Purchasing

Catalog Management
Inventory Management
Invoice Processing
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Warehouse Management

3PL Management
Barcoding / RFID
Category Customization
Channel Management
Demand Planning
Inventory Management
Location Control
Order Management
Purchasing
Quality Control
Receiving / Putaway Management
Returns Management
Shipping Management

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