Connect, Transform and Maintain Data
Across Your Organisation


 

...

Connect

Connect the systems within your business. Access the full target system schemas to map and transform the source data on a scheduled or ad hoc basis.

 

Transform

Powerful mapping capabilities allow the transformation of data, including querying the target system in the mapping to enable any transformation imaginable into the target systems.

 

Maintain

Full cron scheduling of jobs including customisable system downtime, dependencies between connections and deployment via email to allow self-service within the business.

Features

 
Powerful mappingSimple UI allowing powerful and flexible mapping of source data into the full target system schema. Multi-section, complex conditions, query target and data transformations including complex scripting (JEXL)
ScaleableBatching and use of any available bulk apis make CONVAYR both efficient and scaleable.
SecureOAuth and SSL are used whenever the systems allow. All credentials are stored securely encrypted.
Single Sign OnCONVAYR supports SSO with your company's IDP using SAML 2.0.
Binary data supportAbility to create binary data (attachments, documents etc) in target systems.
Scheduling engineSpecify and modify scheduling for hourly, daily, monthly etc runs.
Dependent connectionsAdd dependencies between connections
Multi-user security modelRestrict access on a per folder basis to connections within an account. Administrator has user management rights.
Full loggingJobs are fully logged allowing the examination of the results of a job and also the modification and re-run of errors. Retention of data is set on a per connection basis.
Track and traceQuickly search logs for specific target system Ids.
NotificationsSet notifications of job status to be emailed to selected users.
Email controlAllow specific users to start, stop, pause schedules and resume schedules on connections.
Connection managementConnections can be put in folders and within the folder have tags added to allow easy identification.
Run from emailAllow specific users to submit csv data as an email attachment to run a connection with.
Credentials managementCredentials have their own management, independent of the connection.
ArchiveStore unlimited inactive connections in the archive, these do not count against the license.
Activation BlockingSet rules to prevent unwanted updates to systems on a schedule, attempts can be ignored or run immediately after the blocking period.
Recycle BinDeleted connections can be restored in a click for upto 7 days after deletion.
Powerful mapping
Simple UI allowing powerful and flexible mapping of source data into the full target system schema. Multi-section, complex conditions, query target and data transformations including complex scripting (JEXL)
Scaleable
Batching and use of any available bulk apis make CONVAYR both efficient and scaleable.
Secure
OAuth and SSL are used whenever the systems allow. All credentials are stored securely encrypted.
Single Sign On
CONVAYR supports SSO with your company's IDP using SAML 2.0.
Binary data support
Ability to create binary data (attachments, documents etc) in target systems.
Scheduling engine
Specify and modify scheduling for hourly, daily, monthly etc runs.
Dependent connections
Add dependencies between connections
Multi-user security model
Restrict access on a per folder basis to connections within an account. Administrator has user management rights.
Full logging
Jobs are fully logged allowing the examination of the results of a job and also the modification and re-run of errors. Retention of data is set on a per connection basis.
Track and trace
Quickly search logs for specific target system Ids.
Notifications
Set notifications of job status to be emailed to selected users.
Email control
Allow specific users to start, stop, pause schedules and resume schedules on connections.
Connection management
Connections can be put in folders and within the folder have tags added to allow easy identification.
Run from email
Allow specific users to submit csv data as an email attachment to run a connection with.
Credentials management
Credentials have their own management, independent of the connection.
Archive
Store unlimited inactive connections in the archive, these do not count against the license.
Activation Blocking
Set rules to prevent unwanted updates to systems on a schedule, attempts can be ignored or run immediately after the blocking period.
Recycle Bin
Deleted connections can be restored in a click for upto 7 days after deletion.

Customer Reviews


 

Point to Point Integration with Point and Click. No Brainer!

  Andy Louca

I'm always a bit dubious of new apps, I've been in the Salesforce space for years and am familiar with most of what the ecosystem has to offer. CONVAYR is hands down my favourite app. As an early adopter for the last few years (across 3 organisations) I'm thrilled to see it's debut on the AppExchange.

Salesforce for most organisations is not an island! This app has helped me push, pull and transform data from so many different systems to the point where I often now often use this instead of dataloader. My favourite use cases:

  • Empowering Sales Operations to run their own data jobs within strict limitations (without ever having to see a UI)
  • Keeping User data (and even hierarchies) in sych with HR SystemsUpdating Sandboxes with fresh data
  • Transforming data from MS Dynamics to Salesforce (only had this once but was a total life saver)
  • Keeping duplicate records in synch with each other for marketing preferences
  • Scheduling complex exports / Data jobs
In short, I've used this app so much it's a become a "must have" that is so easily justifiable for those time consuming jobs that drain internal resources.

This app also just gets better and better with new connections and functionality released regularly.

Can't recommend enough!!

Great Integration tool for Admins

  Seth Jenner

Nice integration tool with excellent data manipulation/transfection and even “Search before create”. I have found it easy to use and very useful for a variety of data tasks big and small. It also has an innovative webhook feature that allows real-time integrations thats easy to setup for Admins.

Use Cases

 

Here are some uses that our customers have found for CONVAYR

 

Many organisations operate multiple CRM instances due to acquisitions, geographical divisions, or departmental separation. Over time, this leads to silos of critical data that make comprehensive reporting nearly impossible.

Adding to this issue, different CRM environments often have unique customisations that change over time - custom objects, field values, lead and opportunity processes, validation rules and automation all add to the complexity. There are often requirements to selectively share data based on certain criteria.

Therefore, having sophisticated but easy to use tools to connect data between these systems removes the need for expensive integration projects that can fall behind changing requirements.

CONVAYR allows you to connect orgs in minutes, and has sophisticated mapping features that can handle complex needs through a point and click interface. If you need to make changes to a connection, for example adding transformation of a new Opportunity stage synching from one org to another, it can be done in minutes.

Connecting your orgs with CONVAYR allows for consistent global reporting and improved visibility and insights. Business leadership gets a unified view of the entire company, leading to more informed decision-making and process management.

In organisations where frequent data updates are required (such as for campaigns, product updates, or sales changes), the process can often burden Salesforce administrators and technical teams. By implementing a self-service data load process, non-technical users can manage smaller, controlled data imports and updates without relying on IT or Salesforce admins.

It’s important to balance the freedom to upload data with the need to maintain data integrity. Controls must be carefully implemented to ensure that only authorised users can perform these actions, and only at predefined times.

Using file templates, email triggered connections and activation blocks, CONVAYR allows business units to quickly upload their own data with built-in safeguards like row limits and specific timeframes and authorised users for data loads.

CONVAYR also provides error logs and can notify specific users on any successes and failures, including detailed record by record track and trace using record IDs.

Empowering business users to handle their own data uploads reduces bottlenecks in IT or Salesforce administration, allowing technical teams to focus on more strategic tasks. This self-service model enhances agility and allows for faster, more responsive updates to critical business data, all while maintaining control and data quality.

Large data operations involve multiple steps, such as searching for records, updating fields, creating new records and transforming data. In many cases, these actions are spread across several different partly manual processes or tools. By consolidating these into a single, repeatable integration or automated job, businesses can significantly streamline data operations, reduce complexity, and ensure that all related actions are performed in one go. This might include complex requirements like finding specific accounts, updating related opportunities, and creating new contacts—all within a single job.

CONVAYR easily handles this type of consolidation with its sophisticated, easy to use mapping capability. CONVAYR ensures that the correct relationships are maintained throughout the integration - critical when handling multiple records and related objects, each with its own criteria and associations.

If one part of the job fails (e.g., a new contact fails to be created), the entire operation may be compromised, requiring robust error-handling and tracking. Creating a streamlined process requires designing complex logic to handle different conditions (e.g., if an opportunity exists, update it; if not, create a new one) in a single workflow without missing any critical steps.

Consolidating multiple data processes into a single job reduces manual steps, speeds up data operations, and decreases the risk of errors. This can save significant time for Salesforce administrators and business users.

Professional services organisations often rely on a variety of systems to manage different aspects of client engagements. These systems may not always natively integrate with Salesforce. By consolidating data from disparate sources, such as through SFTP, Smartsheets, or other external platforms, companies can bring timesheet, expense, and project data into Salesforce. This provides a holistic view of client projects and allows for better decision-making around resource allocation, profitability, and customer satisfaction.

Each system might use different formats or standards for recording data, requiring careful data mapping and transformation to ensure consistent records in Salesforce.

Managing the timing of data imports (batch processing via SFTP or API) can be a challenge, particularly for time-sensitive data like expenses or resource tracking. Consolidating data from multiple systems into Salesforce’s project management structure requires aligning complex data relationships (e.g., linking timesheet entries to the correct project and customer).

CONVAYR handles all of this using sophisticated mapping and scheduling technology, through a simple point and click interface. Integrating project, expense, and time tracking data into Salesforce creates a single source of truth for client projects, enabling professional services teams to better manage project timelines, control costs, and ensure that resources are allocated efficiently. A unified view of all project data also enhances reporting and forecasting for ongoing and future engagements.

Companies using Salesforce Sandboxes for development, testing, or training environments often need to replicate real-world production data into these sandboxes. However, due to privacy regulations (e.g., GDPR, CCPA) and sensitive information, businesses need to ensure that this data is anonymised or obfuscated before being copied into sandbox environments.

Anonymising data while maintaining relational integrity is challenging. For example, ensuring that obfuscated email addresses still follow a correct format or that anonymised names retain their unique relationships to accounts, opportunities, and contacts.

Manual processes for anonymising data are error-prone and time-consuming. Existing solutions can become expensive as your business grows. CONVAYR provides an alternative automated solution through its mapping capability that could significantly reduce costs associated with masking data.

Large organisations need to keep their user base in sync with their HR system to manage onboarding, offboarding, and changes in roles or team structures and hierarchies. By automating this process, Salesforce user profiles remain up-to-date, ensuring proper access control and team reporting alignment.

Through its mapping capabilities, CONVAYR enables control of user access, permissions and hierarchy in Salesforce - automating the creation and deactivation of users along with application of permission sets and group assignment. CONVAYR can keep your organisational structure up to date automatically as titles and reporting lines change.

Keeping user data in sync with HR data ensures better security, reduces manual admin work, and aligns Salesforce workflows and reporting with the organisation’s actual structure.

Companies often store vast amounts of historical and transactional data in data warehouses and data lakes, but this data isn’t always accessible to teams operating in different systems, such as CRM. Syncing key data points with Salesforce allows for more robust reporting and helps teams and leaders make data-driven decisions.

Data warehouses typically handle large datasets, requiring careful selection with sometimes detailed conditional logic and data transformation before syncing with Salesforce.

Using Salesforce’s bulk API, automated scheduling and sophisticated mapping technology through a simple user interface, CONVAYR ensures data is updated regularly to provide actionable insights without overwhelming API limits. Changes to the integration configuration takes minutes.

Syncing data from data warehouses and data lakes allows teams to leverage historical insights and augment existing data for better forecasting, improved account planning, and identification of upsell/cross-sell opportunities. It empowers teams with a complete view of the customer lifecycle.

Pricing

Easy to use and easy to buy, with transparent pricing.
All features are included and data volumes are unlimited.
Select how many users you need and how many connections. It's that simple.
 
$£
Users*$100/user/month£85/user/month€90/user/month
Connections**$250/pack/month£190/pack/month€225/pack/month
Users*Connections**
$100/user/month$250/pack/month
£85/user/month£190/pack/month
€90/user/month€225/pack/month

Billed Annually
Minimun of 1 User and 1 Connection Pack

*Any named individual with access to CONAVYR
**A connection is any connection between a source and target system. Packs are of 20