Hi there,

We’re excited to share the highlights from our Late Summer Platform Release. This release focuses on Workflows, the new Salesforce Connector, and a few important quality-of-life improvements.

🚀 Introducing Nexadata Workflows

Nexadata Workflows centralize and streamline your data harmonization needs, allowing you to combine structured, semi-structured, and unstructured data into a single automated process.

With Workflows you can:

• Organize and process all data types — from Salesforce and HubSpot data to Excel sheets, text files, and PDFs
• Automate routine data tasks with repeatable, maintainable, and auditable workflows
• Reduce manual effort by eliminating fragmented one-off integrations
• Ensure your data is analysis-ready, fresh, and aligned with downstream systems

Workflows are designed to scale with your business and give you confidence that your data pipelines are running reliably and transparently.

👉 See the Workflow docs

🔗 New: Salesforce Connector

Nexadata now integrates bi-directionally with Salesforce!

You can:

• Ingest Salesforce data into Nexadata via the graphical SOQL query builder or predefined Salesforce Reports
• Send enriched results back to Salesforce using Insert, Update, Upsert, or Delete actions
• Configure mappings for standard and custom Salesforce objects with flexible options
• Optimize performance with Real-time or High-volume sync modes

Example use cases:

• Connect to two or more Salesforce instances, harmonize and map the data, and clean up your CRM environment
• Bi-directionally exchange data across Salesforce ↔ HubSpot ↔ Anaplan ↔ Pigment to keep all systems in sync

This connector makes it easier than ever to use Salesforce data in your Nexadata pipelines — and ensure your CRM stays consistent across your business.

👉 See the Salesforce Connector docs

🛠 Improvements

• Nexadata now automatically detects data sources with a single column, removing the need for manual adjustments.

🔭 What’s Next

Here’s what we’re working on next:

• Agentic AI Phase 1 – Describe your data goals in natural language, and Nexadata generates a clear, step-by-step plan.
• Schedules & Notifications in Workflows – Automate runs and get alerts on completion or errors.
• Google Drive Connector – Connect, preview, and transform Google Sheets and CSVs directly in Nexadata.
• Unified Dataset Builder (DSB) – A single interface for managing structured, semi-structured, and unstructured datasets.

🚀 Ready to try it out? Sign up today for the Base (Free) Edition and unlock access to all platform features — no credit card required.

👉 Start Free at nexadata.com/pricing

Thanks for being part of the Nexadata journey.

— The Nexadata Team

Hi there,

We’re excited to share what we’ve been building this summer. The latest Nexadata release delivers major improvements in connectivity, security, workflow management, and auditability, all designed to help your team work faster, govern smarter, and transform data more intuitively.

🔌 New Connectors: Built-In Bidirectional Sync

You can now natively import and export data to and from:

• Anaplan - now with support for executing Processes to trigger model-to-model sync-ups once harmonized data is pushed.
  ​See Anaplan Docs →
• Pigment - supports bidirectional sync using Views, Blocks (Metrics, Dimension Lists, Transaction Lists), or the Payload Builder.
  ​See Pigment Docs →
• HubSpot - connect sales and marketing data with operational workflows, planning, and reporting.
  ​See HubSpot Docs →

These connectors support round-trip data sync and dynamically reflect your app’s structure - no more chasing down codes or object IDs. 👍

🔒 Enterprise-Grade Security

We’ve implemented a complete access control framework to support secure operations at scale.

✅ Role-Based Access Control (RBAC)

Nexadata now supports a matrixed security model where users are assigned both a Role and a Group. Roles (e.g., Super Admin, Security Admin, Connection Admin, Billing Admin, Workflow Access) define global platform privileges, while Groups act as the unit of permissioning across Workspaces and Environments.

🧱 Workspaces & Environments

Workspaces are now a foundational part of Nexadata and a core component of our upcoming launch of Workflows. With Workspaces, you can now:

• Include independent DEV and PROD environments
• Control access through group-based permissions can be set with five access levels: Viewer, Executor, Editor, Creator, and Admin.
• Use names, descriptions, and color tags for clarity and segmentation

🔐 SSO & IP Allow Lists

• SAML-based SSO for secure, org-wide authentication.
• IP Allowlist to restrict access to trusted locations only.

🛠 Other Enhancements

• Formula support for column names with spaces automatically wrapped in to make formula writing easier.
• UX improvements for large Mapping Groups, including smoother scrolling and a persistent Save button.
• Improved error handling for malformed or corrupted uploads and character encoding issues.

🔭 What’s Next

Looking ahead, we’re working on making Nexadata even more powerful:

• Workflows - Bundle multiple datasets and pipelines into a single output with integrated scheduling, notifications, and change tracking.

• Salesforce Connector (Bidirectional) - Full sync support for Salesforce data.

Try the new features today, and let us know what you’d like to see next using the in-app feedback tool. We’d love to hear from you!

Thanks for being part of the Nexadata journey.

— The Nexadata Team

Hi there,

🚀 Nexadata is Now Live on app.nexadata.com!

We’re excited to share a major milestone: Nexadata has officially transitioned from beta.nexadata.com to our production environment at app.nexadata.com!

This marks the end of our beta phase and the beginning of a new chapter—one that’s been shaped by your feedback, use cases, and partnership.

✨ New Features Added Since Beta

Over the course of the beta, we introduced a number of powerful features to help you better ingest, transform, and map your data.

🔐 Authentication & Access

• You can now sign in with Google Authentication via OAuth 2.0, making login more secure and convenient.

📄 Ingest Unstructured Data

• We introduced the Nexadata Dataset Builder, enabling you to extract and transform data from unstructured sources like PDFs with tables and formatted reports.

✅ Smarter Mapping & Approvals

• New Approval Workflow lets you review and approve unmapped items before they’re committed.
• Integrated Semantic Matching intelligently suggests mapping candidates to speed up your workflow.
• Audit Tracking for Mapping Groups gives you visibility into changes over time, with the ability to revert to previous versions when needed.

➗ Enhanced Data Transformation

• You can now perform column-level calculations to dynamically compute new values based on other columns.
• The platform supports formatted column conversion—automatically handling currency symbols, commas, and more.
• Easily join datasets using a common key, enriching your data for better analysis.

🔌 Expanded Connectivity & Integration

• Securely transfer data with SFTP + PGP encryption.
• Use the new Nexadata REST API for programmatic access and integration into your existing workflows.

📬 Better Feedback Loop

Now that we’ve exited beta, we’re also improving communication around your feedback.
You’ll begin receiving direct updates on issues you file, helping close the loop and keeping you informed every step of the way.

🔮 Coming Soon...

You might be wondering, what’s next? A lot!

We’re actively working on:

• New application connectors to expand your integration options
• A new way to organize and execute work via Workflows, Workspaces, and Environments
• Granular roles and permissions for enhanced data security and control

Stay tuned—these updates are just around the corner.

Thank you again for your support, trust, and feedback. Nexadata continues to grow because of our incredible user community—and we’re just getting started!

— The Nexadata Team