Connect GoHighLevel to Microsoft Excel
Send GoHighLevel opportunities, contacts, orders and 8 more data types to Microsoft Excel on a schedule. Filter by date and narrow it down by status. Refresh as often as every 15 minutes.
GoHighLevel reporting
How to connect GoHighLevel and Microsoft Excel
5 steps. You can preview the GoHighLevel data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 5
Connect GoHighLevel
Sign in to GoHighLevel and authorize Coupler.io. There's no API key to copy.
Sign in with GoHighLevel
Step 2 of 5
Choose what to export
Pick the GoHighLevel data you want in Microsoft Excel.
Show 3 more data types Show fewer data types
Step 3 of 5
Filters
Show 2 more fields Show fewer fields
Step 4 of 5
Connect Microsoft Excel
Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the GoHighLevel data.
Step 5 of 5
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 GoHighLevel data.
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11 data types, including Opportunities, Contacts, Orders, Invoices and Tasks.
You sign in to GoHighLevel and authorize Coupler.io. There's no API key to copy.
Yes. Filter by created date or last appointment date to load the period you need.
Yes. Available filters include status.
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 GoHighLevel 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 Pipedrive or HubSpot, and join or append them before the data reaches Microsoft Excel.
