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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 Unito?

Unito is a user-friendly, no-code platform designed for managing workflows efficiently. It connects all the tools utilized within your organization, ensuring that work data flows effortlessly among them. This platform supports integration with a wide range of popular work management applications globally, and new integrations are added consistently each month. Users can easily tailor field mappings and filtering criteria, giving them control over how information is shared. By syncing all your tools through a single connection, your team can avoid the hassle of switching between applications. You can monitor real-time updates from all your integrated tools in one centralized view, allowing for swift responses to emerging opportunities or challenges and keeping everyone informed. The intuitive drag-and-drop interface for workflow design makes it simple to scale your team's processes and communicate progress throughout the organization. With Unito, creating intricate cross-functional workflows has never been simpler, empowering teams to collaborate more effectively than ever before. This innovative approach not only enhances productivity but also fosters a more cohesive work environment.

Media

Media

Integrations Supported

Airtable
Asana
Bitbucket
ClickUp
Favro
GitHub
GitLab
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Service Management
Jira Work Management
MeisterTask
Notion
Smartsheet
Stackreaction
Wrike
Zendesk
monday.com

Integrations Supported

Airtable
Asana
Bitbucket
ClickUp
Favro
GitHub
GitLab
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Service Management
Jira Work Management
MeisterTask
Notion
Smartsheet
Stackreaction
Wrike
Zendesk
monday.com

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per year
Free Trial Offered?
Free Version

Pricing Information

$10.00/month
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

Unito

Date Founded

2016

Company Location

Canada

Company Website

unito.io

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

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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