If you're running a small or midsized business, you've probably faced this challenge. Your team loves Excel, but your ERP system has limited ways to get Excel data in and out. What happens when contractors who don't use your Acumatica system need to contribute to reporting? Or when your Excel-savvy employees want to make quick adjustments to data without navigating ERP screens?
The good news is you don't have to choose between powerful ERP functionality and Excel flexibility. Velixo bridges this gap by connecting Acumatica directly with Excel, giving you the best of both worlds.
At Stellar One, we specialize in Acumatica, and I am a Velixo-Certified Consultant. That's why I've written this quick overview to explain all the options you can enjoy if you want to use Velixo with Acumatica. By the end, you'll know if Velixo is right for your team.
- What Is Velixo and How Can It Help?
- How to Set Up Velixo with Acumatica
- Core Capabilities That Make Velixo Powerful
- Advanced Reporting Capabilities
- Distribution and Sharing Options
- Why Excel Integration Matters for Your Business
What Is Velixo and How Can It Help?
Velixo is a reporting solution that integrates seamlessly with Acumatica, allowing you to pull real-time data from your ERP system directly into Excel. Think of it as a translator between your ERP and the spreadsheet tool your team already knows and trusts.
Here's what makes Velixo special: it was built by someone who actually worked with Acumatica before creating the tool. This insider knowledge means Velixo understands the real-world challenges businesses face when trying to extract and manipulate ERP data.
The tool is available in the Acumatica Marketplace, where you'll find third-party solutions designed to extend your ERP's capabilities.
How to Set Up Velixo with Acumatica
Getting started with Velixo is straightforward, even if you're not particularly tech-savvy. The setup involves two main steps: installing the customization in Acumatica and downloading the Excel add-in.
First, you'll publish a customization project within Acumatica. Don't worry if this sounds intimidating; your account manager will provide a step-by-step guide on how to download this customization. Stellar One can also assist you with any support you need.
Next, you'll download the Velixo add-in for Excel. If you’re using Velixo Classic, your account manager will provide you with a download link and instructions. If you're using Velixo NX, you can find it directly in Microsoft's add-ins section within Excel, making installation even simpler.
Once both components are installed, connecting is as easy as logging into any web application. You'll need three pieces of information: your Acumatica URL, your tenant name, and your regular Acumatica login credentials. That's it. No separate passwords or complex authentication procedures.
Core Capabilities That Make Velixo Powerful
Real-Time Data Access
Velixo pulls live data from Acumatica, so your Excel reports always reflect the current state of your business. No more outdated spreadsheets or manual data exports that become stale within hours.
Excel-Like Formulas
If your team knows Excel, they'll pick up Velixo quickly. The formulas work similarly to standard Excel functions, but they connect directly to your Acumatica data. When you open a Velixo formula, you'll see familiar dialog boxes that show you exactly what information to enter in each field.
Built-in Help System
Velixo includes a help link that takes you directly to their documentation page, complete with formula lists and sample usage examples. This means your team can learn the system without outside consultants. You’ll have all the resources you need with Velixo’s online course and training opportunities for your staff.
Advanced Reporting Capabilities
Data Import and Export Functions
Velixo isn't just about pulling data out of Acumatica; you can also push information back through a functionality called Writeback using import scenarios. These scenarios need to be set up within Acumatica first, but once configured, they appear in Velixo for easy use.
The system includes specialized Writeback functions for common business needs: journal entries, project forecasts, and budgets. Click the appropriate button, and Velixo creates a new sheet with the proper template for entering this data directly back into Acumatica.
Drill-Down Functionality
One of Velixo's most useful features is its drill-down capability. When you're looking at summary data in your Excel report and want to understand the details behind a number, you can click on it and select drill-down. This will take you to a hyperlink that opens your source transaction in Acumatica.
This feature eliminates the guesswork when reviewing reports. Instead of wondering where a number came from, you can trace it back to its source with a single click.
Distribution and Sharing Options
Email Reports Directly from Excel
Velixo's distribution feature lets you email reports without leaving Excel. You can choose different formats for your recipients: send the report as a PDF, include all the underlying formulas, or send just the values without any Velixo formulas. Users can also choose to include specific sheets or tabs based on recipients. Highly sensitive data can also be password-protected upon sending.
You can type your email message directly in Excel and specify recipient addresses. The system integrates with Microsoft Outlook, though integration with other email systems like Gmail may be limited.
Automated Report Saving
Beyond emailing, you can save reports directly to local folders by specifying the folder path within Excel. This makes it easy to maintain organized archives of your regular reports or share files with team members who prefer accessing documents through shared drives.
Sharing and Snapshot Functionality
For quick updates or informal sharing, Velixo can reference selected cells that you can embed in the email body if you do not want to send a separate attachment.
There is also a Snapshot functionality that allows you to leave out Velixo formulas when you send to non-Velixo users, so they can adjust the workbook using only Excel functionality.
Why Excel Integration Matters for Your Business
Familiar Interface Reduces Training Time
Your team already knows Excel. Rather than forcing them to learn entirely new reporting interfaces within your ERP system, Velixo lets them use familiar tools to work with ERP data. This reduces training time and increases adoption rates.
Contractor and Partner Collaboration
Many businesses work with contractors, consultants, or partners who don't have access to your ERP system. With Velixo, you can create Excel reports that external collaborators can review and modify without needing Acumatica access. This is particularly valuable for financial reporting, budgeting, and project management involving multiple parties.
Templates and Getting Started Resources
Velixo provides financial statement templates that you can use immediately or modify to fit your specific needs. Rather than building reports from scratch, you can download these templates from their help page and customize them for your business.
The system works across different platforms, supporting both Windows and Mac users, whether they're using desktop Excel or Excel Online. This flexibility ensures your entire team can participate regardless of their preferred work environment. Velixo reporting supports complex organizational structure making it easier to report financially for multi-branch and multi-company members.
Velixo does offer free trials, so you can get a preview of how it will work with your ERP solution before you commit.
Moving Forward with Confidence with Acumatica and Velixo
Understanding how Velixo works with Acumatica and Excel gives you clarity about your reporting options. You can maintain the robust data management capabilities of an ERP platform while preserving the flexibility and familiarity of Excel for your team.
The right ERP choice enhanced with the right integrations can propel your business to new levels of operational efficiency. When your team can access and manipulate data easily, they make better decisions faster, leading to improved performance and sustainable growth.
At Stellar One, we're committed to helping businesses like yours navigate these decisions with confidence. Our Gold-Certified status reflects our deep understanding of Acumatica's capabilities and how solutions like Velixo can enhance your ERP investment. Ready to explore how this integration could transform your reporting processes?
We allow you to try out how our ERP partnership works with your own data, working with our team’s full support in a hands-on, real-world implementation.
Launch our Free Implementation today with no risk and no obligation.