Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

For organizations still engaged in the back-and-forth of data transfer between various systems, we thoroughly analyze your workflows and create automated solutions, ensuring that you will never need to submit crucial information manually again. You can seamlessly connect your accounting, ERP, or CRM with any application you choose. With Venn, you receive not just a set of integration tools, but also a team of specialists dedicated to crafting automated solutions specifically designed to scale with your business needs. We have successfully assisted hundreds of mid-sized companies in streamlining their most tedious manual tasks to date. Our automated workflows effectively replace error-prone methods of data collection across multiple systems. We offer ready-made integration solutions to harmonize data between disparate platforms, alongside custom integrations that reflect your distinct business processes. Additionally, we provide comprehensive support for CRM implementation and maintenance, including customization for platforms like Salesforce and HubSpot. Our pre-built integrations are designed to address 80% of the most frequently encountered use cases, making it easier for organizations to achieve operational efficiency and focus on strategic growth. These tailored solutions are essential for businesses aiming to enhance their productivity and reduce the likelihood of human error in data handling.

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

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

Integrations

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

Pricing Details

No price information available.
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

Venn Technology

Founded

2015

Country

United States

Website

venntechnology.com

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

iPaaS

AI / Machine Learning
Cloud Data Integration
Dashboard
Data Quality Control
Data Security
Drag & Drop
Embedded iPaaS
Integration Management
Pre-Built Connectors
White Label
Workflow Management

Product Features

Integration

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

Alternatives

Alternatives

Burq.io Reviews

Burq.io

Folio3
Qxchange Reviews

Qxchange

Cellarstone
Dakota Fuse Reviews

Dakota Fuse

Dakota