Connect Float to Microsoft Excel
Send Float tasks, accounts, projects and 13 more data types to Microsoft Excel on a schedule. Filter by date. Refresh as often as every 15 minutes.
Float reporting
How to connect Float and Microsoft Excel
4 steps. You can preview the Float data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 4
Connect Float
Enter your Float access token. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Float 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 Float 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 Float data.
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Build your Float integrations with these destinations
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16 data types, including Tasks, Accounts, Projects, Departments and People.
With your Float access 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 Float 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 ClickUp or Airtable, and join or append them before the data reaches Microsoft Excel.
