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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 Sofacto?

Sofacto is your dependable ally for daily billing tasks. With just a few clicks, you can manage everything related to billing, from modifying documents to efficiently tracking payments in a hassle-free manner. Built entirely on the Salesforce platform, Sofacto leverages the extensive security, performance, and features provided by this leading Cloud CRM provider. The platform offers a holistic and enhanced CRM experience that empowers you to unlock strategic insights through a complete 360° perspective on your customer relationships. By simplifying your daily operations, such as invoice creation and payment follow-ups, Sofacto becomes an essential part of your workflow. Your dashboards provide real-time updates, allowing you to consistently make well-informed decisions. Through the automation of billing management tasks, Sofacto enables you to reclaim precious time. Utilizing Salesforce.com's Cloud technology allows for seamless collaboration, free from constraints of time or geography. Furthermore, this cutting-edge platform guarantees that you retain agility and adaptability in a swiftly evolving business environment, ensuring you are always ready to meet new challenges head-on. With Sofacto, you can focus more on growing your business while it takes care of your billing needs.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$99 per year
Free Version
Free Trial Offered?

Pricing Information

$25 per user per month
Free Trial Offered?

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

Company Facts

Organization Name

Xappex

Date Founded

2013

Company Location

United States

Company Website

www.xappex.com/xl-connector/

Company Facts

Organization Name

Sofacto

Date Founded

2015

Company Location

France

Company Website

www.sofacto.com

Categories and Features

Integration

Dashboard
Metadata Management

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Invoice History
Multi-Currency
Online Invoicing
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator

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