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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 Chift?

We support software-as-a-service (SaaS) companies in maximizing the advantages of seamless integrations. Nevertheless, the process of establishing and sustaining these integrations can quickly become overwhelming. The complexity involved in integrations requires considerable time and financial resources, which can result in significant revenue losses if not properly managed. By leveraging our platform, you can swiftly activate the essential connectors you require. With just a click, new integrations become readily available to you. Simplify the connection between your services and your customers' software environments. One successful integration can pave the way for multiple connectors. Implementing a fresh integration is as effortless as a single click, enabling you to meet all your clients' integration needs swiftly. Effortlessly synchronize both customer and financial data between your ERP and accounting systems. Collect accounting metrics to assess your carbon footprint. Easily link your accounting software to your point-of-sale (POS) system for automatic accounting entry generation. Likewise, connect your accounting software with your payment processor to facilitate seamless entry creation. Additionally, gather financial data to evaluate your clients' loan eligibility. This all-encompassing strategy not only boosts operational efficiency but also fosters substantial growth for SaaS providers, ensuring they stay competitive in an ever-evolving market. Embracing these integrations can transform your operational landscape significantly.

Media

Media

Integrations Supported

Axonaut
Cashpad
Chargebee
Connectill
Exact
Harvest
Innovorder
L'Addition
Magento
Microsoft Dynamics 365 Business Central
Odoo
Sage 50
Sellsy
Tiller
Trivec
Vosfactures.fr
WinBooks
WooCommerce
Zettle
Zoho CRM

Integrations Supported

Axonaut
Cashpad
Chargebee
Connectill
Exact
Harvest
Innovorder
L'Addition
Magento
Microsoft Dynamics 365 Business Central
Odoo
Sage 50
Sellsy
Tiller
Trivec
Vosfactures.fr
WinBooks
WooCommerce
Zettle
Zoho CRM

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

Chift

Date Founded

2021

Company Location

United States

Company Website

www.chift.eu/

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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