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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 Venn Technology?

For organizations that are still caught in the repetitive cycle of transferring data across different systems, we conduct an in-depth analysis of your workflows and develop automated solutions that eliminate the need for manual entry of vital information. You can effortlessly link your accounting, ERP, or CRM systems with any application you prefer. Partnering with Venn not only gives you access to a suite of integration tools but also connects you with a dedicated team focused on developing automated solutions that grow alongside your business requirements. We have effectively supported numerous mid-sized companies in simplifying their most labor-intensive manual processes to date. Our automated workflows serve as a replacement for traditional, error-prone methods of gathering data from multiple platforms. We offer both pre-built integration solutions that unify data across various systems and custom integrations tailored to your unique business operations. Furthermore, we provide extensive support for the implementation and upkeep of CRMs, including personalized adjustments for platforms such as Salesforce and HubSpot. Our ready-made integrations address the majority of common use cases, facilitating organizations in achieving greater operational efficiency while allowing them to concentrate on strategic growth. These bespoke solutions are vital for businesses striving to boost their productivity and minimize the risk of human errors in data management, ultimately leading to a more streamlined and effective operation. Our commitment to your success ensures that we remain available to adapt our services as your needs evolve.

Media

Media

Integrations Supported

Integrations Supported

Acumatica Cloud ERP
HubSpot CRM
HubSpot Customer Platform
Sage Intacct
Salesforce
Shopify
Stripe

API Availability

API Availability

Pricing Information

$99 per year
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
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

Venn Technology

Date Founded

2015

Company Location

United States

Company Website

venntechnology.com

Categories and Features

Integration

Dashboard
Metadata Management

Categories and Features

Integration

Not specified

iPaaS

Not specified

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