Integration with Accounting Seed

If you are utilizing the AccountingSeed application, XL-Connector provides a way to pull summary Financial Cube data using cell-level formulas. The formula syntax is as follows: =XAPPEX.ASFC(“<Ledger>”, “<GL Account>”, “<GL…

Integration with AccountingSeed

If you are utilizing the AccountingSeed application, G-Connector for Salesforce provides a way to pull summary Financial Cube data using cell-level formulas. The formula syntax is as follows: =ASFC(“<Ledger>”, “<GL…

In XL-Connector version 3.3.6.7

Users utilizing multiple Salesforce orgs will find this particularly useful, but even if you are logging in to the same org every day, logging in via SSO takes some time…

Utilizing Web Hooks to trigger automatic jobs

Unfortunately, the Web Hooks functionality is currently unavailable due to a bug in Google AppsScript. We will not be able to enable it until the following Google issue is fixed:…

Using Custom Formulas to Dynamically Pull Data From Salesforce

G-Connector has a built-in formula that you can use to run SOQL queries to populate cell-level data. Here’s an example of one: =RUNQUERY(“SELECT sum(amount) FROM opportunity WHERE stagename =’”&B1&”‘”) This…

In G-Connector version 210302

You can now view and manage all your data sources across all workbooks using the new Manage Data Sources function: The monthly schedule now has an option to select the last…

In XL-Connector 365 version 1.8.8

You now have an option to disable some of the report columns when pulling and refreshing reports from Salesforce: New possibilities with using Dynamic SOQL. The following syntax is now…

In G-Connector 210218

You can now view and delete all your data sources across all workbook with the help of the new Manage Data Sources feature:

In version 3.3.6.2

bool LogInWithAlias(string alias, out string error) VBA call is now available. This will help you build automations without keeping the login information in your script. You can now control which…

How do I transfer my XL-Connector 365 license to a different user?

In XL-Connector 365, your license is checked against your Salesforce account email address. To change the Salesforce email address linked to your license: Log in to your customer portal (https://portal.xappex.com) account. Click…