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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
Integrations
Airtable
Amazon Redshift
Close
Endorsal
Google Cloud BigQuery
HubSpot CRM
HubSpot Customer Platform
Intercom
MySQL
Nocode HQ
Integrations
Airtable
Amazon Redshift
Close
Endorsal
Google Cloud BigQuery
HubSpot CRM
HubSpot Customer Platform
Intercom
MySQL
Nocode HQ
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