Connect Braintree to Microsoft Excel
Send Braintree customers, subscriptions, transactions and 4 more data types to Microsoft Excel on a schedule. Filter by date. Refresh as often as every 15 minutes.
Braintree reporting
How to connect Braintree and Microsoft Excel
4 steps. You can preview the Braintree data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 4
Connect Braintree
Enter your Braintree merchant ID, public key, private key and environment. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Braintree data you want in Microsoft Excel.
Step 3 of 4
Connect Microsoft Excel
Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the Braintree data.
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in Microsoft Excel. Run it as often as every 15 minutes.
Each run wipes the previous data and writes fresh Braintree data.
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7 data types, including Customers, Subscriptions, Transactions, Merchant accounts and Discounts.
With your Braintree merchant ID, public key, private key and environment, entered once when you add the connection.
Yes. Set the start date to cover the period you need.
An .xlsx workbook in OneDrive or OneDrive for Business, under 25 MB, that your Microsoft account can edit. Macro-enabled .xlsm files aren't supported.
Up to 1,048,576 rows per sheet. With Append, a run fails once the sheet reaches that limit, so filter Braintree by date or switch to Replace.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example QuickBooks or Xero, and join or append them before the data reaches Microsoft Excel.
