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features
design
support

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Description

A 100% native to Salesforce end-to-end platform for enterprise resource planning (ERP). Since 2007, Ascent ERP provides small, mid-sized businesses, and enterprises with a complete view of mid and back office operations, which we call “Operations 360°.” Ideal for companies in the midst of digital transformation with complex inventory and products requirements. Ascent ERP offers a complete warehouse, inventory, demand planning, product, purchases, production, orders, work order, returns, financials management and warehouse mobility solution on the Salesforce platform. Fit: Companies small or big looking for an all in one ERP solution on Salesforce, where BOM, servitization, financials, demand planning, warehouse mobility and integrations to out of platform systems might be needed. Pre-built integrations: E-Commerce (Shopify, Magento, WooCommerce, Amazon WMS), Accounting (Accounting Seed, Certinia, Sage Intacct, Quickbooks Online & On Premise, Xero, Microsoft Business Central), Credit Card Processing (Kulturra), Tax (Avalara AvaTax), Shipping (Zenkraft Multi-Carrier)

Description

XL-Connector offers a seamless solution for extracting data from Salesforce, allowing users to manipulate it in Excel and effortlessly upload it back with a single click—eliminating the need for cumbersome CSV files while providing the full suite of Excel's powerful features such as pivot tables, charts, formulas, and lookups. Retrieving updated data from Salesforce.com is remarkably straightforward; simply hit the “Refresh” button, and your data will be instantly current. After making your desired changes, you can send the edited information back to Salesforce with just one click. Additionally, if you manage multiple logins, XL-Connector conveniently stores them, making account switching a breeze, with no restrictions on the number of Salesforce.com organizations you can connect to. Once installed, simply navigate to the XL-Connector tab in your Excel ribbon, log in using your Salesforce ID, and select “Reports”—it truly takes less time to display your real-time data in a familiar Excel interface than it does to describe the process. This efficiency not only saves time but also enhances productivity by integrating Salesforce data directly into your workflow.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Accounting Seed
Amazon
Avalara
Bringg
Configure One Cloud
Kulturra
Magento
Microsoft Dynamics 365 Business Central
QuickBooks Accountants
QuickBooks Enterprise
Shopify
WooCommerce
Xero

Integrations

Accounting Seed
Amazon
Avalara
Bringg
Configure One Cloud
Kulturra
Magento
Microsoft Dynamics 365 Business Central
QuickBooks Accountants
QuickBooks Enterprise
Shopify
WooCommerce
Xero

Pricing Details

$125 per month
Free Trial
Free Version

Pricing Details

$99 per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Ascent Solutions

Founded

2006

Country

United States

Website

ascenterp.com

Vendor Details

Company Name

Xappex

Founded

2013

Country

United States

Website

www.xappex.com/xl-connector/

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Manufacturing

Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Purchasing

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Warehouse Management

3PL Management
Barcoding / RFID
Category Customization
Channel Management
Demand Planning
Inventory Management
Location Control
Order Management
Purchasing
Quality Control
Receiving / Putaway Management
Returns Management
Shipping Management

Product Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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