Automate CSV to Excel integration

Get analysis-ready data from CSV to Excel on a schedule to streamline your reporting & analytics.

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Why use CSV to Excel integration

Build and auto-update interactive dashboards

Import and convert CSV files to Excel automatically. Set up a schedule and have your data refreshed daily, hourly, or every 15 minutes. Visualize your app data in Excel and have the latest information flow in regularly. Better yet, load your CSV data to Power BI and perform an advanced analysis. Share live dashboards with colleagues and never worry about working with outdated information.

Blend together data from multiple files and apps

Bring numerous CSV files into an Excel workbook. Parse thousands of rows into a clean Excel format. Plug in other popular apps, such as HubSpot, Airtable, Jira, or QuickBooks, and have all the data auto-imported into your Excel files. Blend the information from different worksheets together, link sheets, build charts, and perform bulk analysis from the comfort of your spreadsheet.

Perform advanced calculations and forecasts

Harness the power of Excel and this CSV to Excel integration to get the most out of your data. Calculate the important metrics of your business and build self-updating monitors. Use VBA (Visual Basic for Applications) and macros to automate recurring processes and gain invaluable insights from your CSV information. Find correlations, spot bottlenecks, and monitor performance over time.

What data can you import from CSV to Excel

01. Marketing apps

Import CSV to Excel and analyze the performance of your marketing campaigns. See what works and what doesn’t. Calculate cost-per-click, click-through-rate, conversions, and any other data. Connect Google or Facebook Ads, Google Analytics, HubSpot, and more.

02. Sales platforms

Monitor each lead pulled into your spreadsheet with this CSV to Excel integration. Track the team performance and see who’s lagging behind. Calculate the ROIs and make informed decisions based on your data.

03. Time-tracking solutions

Collect the time data from popular apps such as Toggl, Clockify, or Replicon. Calculate the profitability of projects, invoice clients, and spot any discrepancies. Build reports showcasing your data.

04. Statistics and historical data

Pull widely-available statistics and blend them with your business data in Excel. Analyze your past performance and build forecasts for upcoming projects.

05. Accounting software

Fetch the list of unpaid invoices and use macros to send gentle reminders. Visualize the cash flow in Excel or load the data to Power BI for an easier overview. Keep a copy of your financial data and transform it according to your needs.

06. Other possibilities

Connect to any service capable of generating CSV reports. Load public data into your worksheets and perform advanced analysis. Enhance your forecasts with the new data.

How to export CSV to Excel

Step 1. Select CSV as a data source
5 seconds
Step 2. Provide a URL of your CSV file and (optionally) choose what to import
1 minute
Step 3. Connect your Microsoft OneDrive or SharePoint account
20 seconds
Step 4. Specify the Excel workbook for the import
25 seconds
Step 5. Configure the data refresh schedule
20 seconds
Step 6. Run the import and review the imported file
15 seconds

Why use Coupler.io to transform CSV to Excel

With Coupler.io’s CSV to Excel integration, pulling CSV files is a breeze. Forget about uploading files manually and configuring them to fit into an Excel format. Instead, automatically import CSV to Excel columns and get started analyzing the data immediately.

Automatically import data from CSV to Excel as the new data is made available. Choose the schedule for data refreshes - run them daily, hourly, or even every 15 minutes. Build dashboards, use sophisticated Excel functions, or interlink worksheets, and never worry that the underlying information is outdated.

Turn your Excel workbook into a mission control center. Export CSV to Excel, combine it with the data from other apps you use and monitor the performance of your business with ease. All of this, with no coding required and a simple setup that only needs to be configured once.

CSV

Excel

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See what our customers say

"Coupler.io automatically imports the full dataset you need and it refreshes it completely on any schedule you want. No triggers necessary. And the best of all, the team is very supportive.