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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 Breadwinner?

Breadwinner provides an exceptional integration solution aimed at fostering business expansion by effortlessly linking Salesforce with a variety of online accounting systems such as NetSuite, Xero, and QuickBooks Online, along with payment processing platforms like Stripe, Braintree, and Square. This integration effectively transforms Salesforce into an all-encompassing ERP solution that integrates essential Accounts Receivable and Accounts Payable information, thus creating a strong two-way flow of financial data. By utilizing Breadwinner, businesses can optimize their cash flow, reduce labor costs, increase automation, and improve overall efficiency, allowing sales teams to dedicate more time to selling rather than getting sidetracked by administrative tasks. The primary objective of Breadwinner is to enable forward-thinking companies to connect Salesforce with their financial applications, enhancing operational effectiveness and granting them a competitive edge in their industry. Furthermore, the software boasts an intuitive installation and setup process, which ensures a seamless user experience that emphasizes both security and dependability. In addition, Breadwinner is dedicated to ongoing enhancements, providing users with regular updates and improvements to help them thrive in a rapidly evolving business landscape. As a result, organizations can not only streamline their operations but also adapt swiftly to changing market demands.

Media

Media

Integrations Supported

ADvendio
Braintree
Chargent
Klient
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Square Payments
Stripe
Talent Rover
Xero

Integrations Supported

ADvendio
Braintree
Chargent
Klient
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Square Payments
Stripe
Talent Rover
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xappex

Date Founded

2013

Company Location

United States

Company Website

www.xappex.com/xl-connector/

Company Facts

Organization Name

Breadwinner

Date Founded

2012

Company Location

United States

Company Website

breadwinner.com

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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