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Connect Castor EDC to Microsoft Excel

Send Castor EDC users, studies, audit trials and 13 more data types to Microsoft Excel on a schedule. Filter by date. Refresh as often as every 15 minutes.

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Castor EDC reporting
Users Studies Audit trials Countries
Each Castor EDC data type goes to its own sheet and refreshes on your schedule.
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How to connect Castor EDC and Microsoft Excel

4 steps. You can preview the Castor EDC data in Coupler.io before anything reaches Microsoft Excel.

Step 1 of 4

Connect Castor EDC

Enter your Castor EDC client ID and client secret. You only do this once per account.

Client ID••••••••••••
Client secret••••••••••••

Step 2 of 4

Choose what to export

Pick the Castor EDC data you want in Microsoft Excel.

Show 8 more data types Show fewer data types
URL regionNot setSpecify the region provided during Castor EDC registration.
Start dateAny dateSpecify the date from which to begin exporting data.

Step 3 of 4

Connect Microsoft Excel

Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the Castor EDC data.

WorkbookCastor EDC reports.xlsxAn .xlsx file in OneDrive, under 25 MB
SheetUsersExisting sheet or a new name to create
Cell addressA1Top-left cell for the data. Default is A1

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.

Write mode

Each run wipes the previous data and writes fresh Castor EDC data.

Get the most of Castor EDC to Microsoft Excel integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
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Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
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Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Castor EDC to Microsoft Excel questions

16 data types, including Users, Studies, Audit trials, Countries and Study surveys.

With your Castor EDC client ID and client secret, 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 Castor EDC 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 100ms or Amazon Seller Central, and join or append them before the data reaches Microsoft Excel.

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