Microsoft Excel integrations

Set up automated data importing from your favorite software to Microsoft Excel.

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01

What is Microsoft Excel integration?

Excel, a leader in the spreadsheet software market, is designed to help professionals around the globe calculate, visualize and analyze their data. Created with data analysis in mind, it is often integrated with third-party applications that import data into Microsoft Excel workbooks, allowing users to perform the necessary transformations there. Pulling information from different sources to Excel is possible by leveraging their APIs.

Instead, using Coupler.io allows anyone to easily establish seamless Microsoft Excel integrations with third-party apps within a short period of time and with no coding skills required.

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Excel integrations illustration
02

Why use Microsoft Excel integration for your business?

Employing multiple Microsoft Excel integrations in your company will not only let you keep on top of data, but you will also benefit from being able to manipulate and customize the imported information the way you like. After that you can perform in-depth analysis, make conclusions and implement them.

  • Customize dashboards and reports tailored to your company’s needs
  • Implement data-driven decision making based on 100% fresh insights only
  • Automate reporting processes for all departments within the organization
  • Integrate your worksheets with Power BI and Power Query
  • Bring data analysis to the next level and share results with the team
  • Leverage Excel functions, PivotTable, Visual Basic for Applications (VBA)
Excel integrations usage illustration

How Coupler.io imports data from applications into Microsoft Excel

  1. Select an app to export information from
    Select an app illustration
  2. Connect your data source account
    Connect your data source illustration
  3. Apply the necessary parameters
    Source parameters screenshot
  4. Connect your Microsoft OneDrive or SharePoint account
    Destination account illustration
  5. Identify an Excel workbook to import it to
    Excel illustration
  6. Customize the schedule for the data import to run
    Scheduling illustration

Popular ways to use Microsoft Excel integration

  1. Enhance reporting processes

    Enable your integration with Excel to get access to Power BI and Power Query to transform and visualize your data according to your needs.

  2. Create a backup version of your data in Excel

    Sync information from your apps with spreadsheets to create a reliable copy in one of your spreadsheets.

  3. Make decisions based on the latest data

    Establish seamless integrations to ensure your dashboards and reports include only fresh data.

  4. Save time and eliminate repetitive work

    Import data from various apps to your spreadsheet and use macros to automate Excel tasks.

You ask, we answer!

Define what apps you want to integrate with Excel. Click Add new importer and select a needed source app from the list of available integrations. After that, specify what data entities you want to export and settle your data destination in Excel — select a workbook that is stored in a OneDrive or OneDrive for Business account and choose what sheet you want to import your data. And that’s it, your Excel integration is now set up! Now you can run imports manually, by clicking the Run button, or set a schedule for automated data refreshes.

With Coupler.io, you can connect online applications and data stored in the cloud. You can send data from your source app to an Excel file placed on OneDrive or OneDrive for Business account and then open this file in the Excel desktop app for further manipulation.

You can invite as many team members to your Coupler.io account as you need. We don’t charge for the number of users, only for the data you transfer. Invited users will be able to create and run importers and then collaborate on the results of the data integration in Excel.

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in a simple format for free!
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