Connect Capsule CRM to Microsoft Excel
Send Capsule CRM opportunities, tasks, projects and 13 more data types to Microsoft Excel on a schedule. Filter by date. Refresh as often as every 15 minutes.
Capsule CRM reporting
How to connect Capsule CRM and Microsoft Excel
4 steps. You can preview the Capsule CRM data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 4
Connect Capsule CRM
Enter your Capsule CRM bearer token. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Capsule CRM data you want in Microsoft Excel.
Show 8 more data types Show fewer data types
Step 3 of 4
Connect Microsoft Excel
Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the Capsule CRM 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 Capsule CRM data.
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Build your Capsule CRM integrations with these destinations
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16 data types, including Opportunities, Tasks, Projects, Users and Parties.
With your Capsule CRM bearer token, 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 Capsule CRM 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 GoHighLevel or Pipedrive, and join or append them before the data reaches Microsoft Excel.
