ExForms Data Transfer

What is ExForms?

Excel is no longer a data dead end.

Data flows into Excel from everywhere—Power Query, VBA, ODBC, APIs, CSV files, databases—but then what? It gets stuck. Copied,pasted, manually re-entered into other systems.

ExForms changes that. It transforms Excel into a universal data hub where data flows in and flows out. Your workbook becomes the central turning point: data arrives from any source and leaves for any destination—PDF forms, Word documents, HTML templates with conditional rules, PowerPoint presentations, QuickBooks, databases, and more.

How ExForms moves data

Map once. Send anywhere. Automate everything.

Key Capabilities

📄 Document Generation

• HTML Forms – Fill HTML templates with data from excel, use our HTML AI assistant to build your HTML forms fast.
• PDF Forms – Fill AcroForms and complex XFA forms (LiveCycle Designer). Map Excel columns to PDF fields, generate thousands of filled forms in minutes.
  
• Word Documents – Use Content Controls as placeholders. Insert text, tables, and Excel charts as images.
• PowerPoint Presentations – Use {{placeholder}} tokens. Automate reports, proposals, and presentations with live Excel data.

🔌 Data Connectors

Push Excel data directly to external systems:

• QuickBooks Online – Sync customers, invoices, and items
• Toggl Track – Create projects and time entries
• Databases – MySQL, PostgreSQL, SQL Server
• Ask for specific connectors – Just ask, will add the connector you need.

🔐 Enterprise-Grade Security

Your data protection is our top priority. ExForms uses a Secure Architecture with multiple layers of security:

Template & Data Encryption

• AES-256 Encryption – Every uploaded template is encrypted with a unique Data Encryption Key (DEK)
• Envelope Encryption – DEKs are wrapped with a Key Encryption Key (KEK) stored in Azure Key Vault HSM
• Protection for Accidental Uploads – If you accidentally upload a template containing sensitive test data, it's encrypted at rest
• In-Memory Processing – Decrypted data is processed in RAM only, never written to disk

Credential Security (Connectors)

• Azure Key Vault Storage – Database passwords, OAuth tokens, and API keys are stored in HSM-backed Azure Key Vault
• Runtime Injection – Connectors never store credentials. We inject secrets at runtime and discard after use
• Team Sharing – One admin configures a connector; all authorized team members can use it without seeing credentials
• Just-In-Time Access – Credentials retrieved fresh for each operation, never cached

Data Lifecycle

• Immediate Deletion – Generated files are deleted the moment your download completes
• No Data Persistence – Your Excel data is processed and discarded, never stored on our servers
• Audit Logging – All credential access is logged and auditable