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Average Ratings 0 Ratings

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ease
features
design
support

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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.

Description

Instead of trying to master a new software tool, leverage the spreadsheet functions and formulas that you're already familiar with, such as COUNTIF() and SUMIF(). You can seamlessly connect two tables without using SQL by utilizing our LOOKUP() function. Enhance your analytical capabilities by creating pivot tables from your company’s data. Save yourself the hassle of manually updating or reconstructing reports, and instead take advantage of automatically refreshed data. Uncover trends in your data over time, make comparisons, and gain quick insights by incorporating line, stacked, or pie charts into your reports. Additionally, delve into our popular templates to design dashboards that integrate data from various other platforms, allowing for a more comprehensive view of your information. This way, you can maximize the utility of your existing skills while creating more visually appealing and informative presentations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Airtable
Amazon Redshift
Close
Endorsal
Google Cloud BigQuery
HubSpot CRM
HubSpot Customer Platform
Intercom
MySQL
Nocode HQ
Pipedrive
PostgreSQL
SQL Server
Salesforce
Snowflake
Stackreaction
Stripe

Integrations

Airtable
Amazon Redshift
Close
Endorsal
Google Cloud BigQuery
HubSpot CRM
HubSpot Customer Platform
Intercom
MySQL
Nocode HQ
Pipedrive
PostgreSQL
SQL Server
Salesforce
Snowflake
Stackreaction
Stripe

Pricing Details

$99 per year
Free Trial
Free Version

Pricing Details

No price information available.
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

Xappex

Founded

2013

Country

United States

Website

www.xappex.com/xl-connector/

Vendor Details

Company Name

Actiondesk

Founded

2017

Country

France

Website

www.actiondesk.io

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

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