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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 Datarista?

Datarista revolutionizes the integration of data with major platforms like Salesforce, Marketo, and Eloqua, effectively cutting down on costly overheads. It synchronizes your data with customer information while conveniently adding the necessary licensed fields. Additionally, Datarista guarantees that any modifications made to your data are automatically updated within your customers' operational workflows. This solution enables customers to effortlessly search for and integrate new net records into their systems. Tailored for Data Providers, Datarista’s Data-as-a-Service Platform provides a unified approach for easy integration into top CRM and Marketing Automation tools, requiring minimal effort with just a few clicks. With Datarista, Data Providers can introduce their offerings in a matter of weeks, drastically lowering the costs related to creating custom integrations. This cutting-edge platform not only optimizes data management but also significantly boosts the effectiveness of customer relationship strategies, ultimately driving better business outcomes. By facilitating smoother operations, Datarista positions its users for greater success in an increasingly competitive market.

Media

Media

Integrations Supported

Eloqua
Marketo
NetFinder
Salesforce

Integrations Supported

Eloqua
Marketo
NetFinder
Salesforce

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

Rhetorik

Date Founded

1994

Company Location

United Kingdom

Company Website

rhetorik.com/products/datarista/

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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