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Description
FusionSync is an online tool designed to facilitate the seamless transfer of data between QuickBooks Online and Salesforce. By automating the entry of customer information, invoices, estimates, payments, and item-related data, it eliminates the need for users to input this information manually. This solution ensures that both Sales and Finance teams have immediate access to essential data without depending on intermediaries to relay the information.
Users of Salesforce and QuickBooks Online (QBO) value FusionSync for its ability to enhance operational efficiency and streamline processes. Your Sales team can successfully finalize deals in Salesforce without the risk of duplicate entries, while the accounting team receives real-time updates on financial information. Furthermore, any modifications made in QuickBooks are automatically updated in Salesforce, enabling a two-way synchronization that guarantees all team members remain informed and aligned. This ultimately leads to improved collaboration and decision-making across departments.
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
No images available
Integrations
QuickBooks Online
Salesforce
Pricing Details
$10/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
Dancing Digits LLC
Founded
2025
Country
United States
Website
www.dancingnumbers.com/fusionsync/
Vendor Details
Company Name
Xappex
Founded
2013
Country
United States
Website
www.xappex.com/xl-connector/
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services