Migrating to Velixo NX

Overview

A modern Excel add-in: built using the latest extensibility technologies available in current versions of Microsoft 365 (in Windows, Mac, and Web versions), Velixo NX is the brand-new version of the Velixo add-in for reporting, budgeting, and automation.

No rush: Excel for Windows users have the choice to remain on Velixo Classic or switch to Velixo NX to enjoy an extended range of capabilities, more data sources, and exclusive features.

Peace of mind, easy to try: your old Velixo-enabled workbooks should continue working normally. Velixo NX recognizes and runs all functions available in Velixo Classic.

If you used VBA scripts to automate any Velixo Classic functionalities, such as Refresh or Writeback, we ensured that those scripts will continue working in Velixo NX with minimal required changes. Follow this guide to learn how to adjust your VBA code when migrating to Velixo NX.

For Velixo Classic users wishing to change to Velixo NX, open the guides below to get started:

• Getting Started with Velixo NX

• Comparing Velixo NX and Velixo Classic

• Features specific to Velixo NX

• Velixo Classic VBA interop macros migration guide

Why migrate to Velixo NX?

• Multi-ERP and Non-ERP Data Consolidation
  Connect to multiple ERP systems and non-ERP tools like STACK construction software.

• Status Panel for Refresh Tracking
  View live progress of data refreshes and more actionable error messages.

• Snapshot for Static Reports
  Export entire workbooks or sheets with formulas replaced by values. Share reports easily with users who don’t have Velixo, preserving layout and numbers.

• Freeze/Unfreeze Functionality
  Temporarily disable formula refresh while working offline or making edits. Ideal for collaboration, reducing wait times, and offline editing.

• Slice for Template-Based Report Generation
  Automatically generate multiple report copies (for example, per branch, customer, or project) using a single sheet as a template. Saves time and ensures consistency.

• Modern, Cross-Platform, and Actively Updated
  Available on Windows, Mac, and Excel Online. Receives regular updates and powerful new features, and is compatible with future Excel and ERP enhancements.