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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 DataXchange?

The process is quite simple. Clients frequently report an average annual savings of 400 hours after implementing their initial connector. This transformation eliminates redundant data entry, prevents costly errors, and does away with tedious copy/paste tasks within spreadsheets. Data Xchange effectively streamlines all unnecessary manual activities that distract your teams from focusing on their primary goals. Each month, new integrations are launched to improve your back office functions, empower field teams, and promote accountability among project stakeholders. With project-specific integrations on Data Xchange, you achieve unparalleled transparency across all stakeholders and systems, ensuring that every connected system is operating with the most current and precise information. Owners, Architects, Engineers, General Contractors, and Subcontractors can continue utilizing their preferred systems, secure in the knowledge that everyone has access to the same accurate project data on their selected platforms. This seamless collaboration not only enhances workflow efficiency but also enables teams to dedicate their efforts to achieving successful project outcomes, ultimately elevating the overall performance of the organization.

Media

Media

Integrations Supported

BambooHR
BuildOps
CMiC
ClockShark
ExpenseIt
Flashtract
Followup CRM
InEight
IntelliShift
Kojo
Manufacton
Newforma ConstructEx
RAKEN
SAP Concur
Sage 100 Contractor
ServiceTitan
Tenna
Viewpoint Spectrum
eSUB

Integrations Supported

BambooHR
BuildOps
CMiC
ClockShark
ExpenseIt
Flashtract
Followup CRM
InEight
IntelliShift
Kojo
Manufacton
Newforma ConstructEx
RAKEN
SAP Concur
Sage 100 Contractor
ServiceTitan
Tenna
Viewpoint Spectrum
eSUB

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

DataXchange

Date Founded

2015

Company Location

United States

Company Website

dataxchange.trimble.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

iPaaS

AI / Machine Learning
Cloud Data Integration
Dashboard
Data Quality Control
Data Security
Drag & Drop
Embedded iPaaS
Integration Management
Pre-Built Connectors
White Label
Workflow Management

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