Connect Gorgias to Microsoft Excel
Send Gorgias customers, tickets, accounts and 13 more data types to Microsoft Excel on a schedule. Add your own filters. Refresh as often as every 15 minutes.
Gorgias reporting
How to connect Gorgias and Microsoft Excel
5 steps. You can preview the Gorgias data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 5
Connect Gorgias
Enter your Gorgias username (your email), password (API key) and domain name. You only do this once per account.
Step 2 of 5
Choose what to export
Pick the Gorgias data you want in Microsoft Excel.
Show 8 more data types Show fewer data types
Step 3 of 5
Fine-tune the export
Optional settings for this Gorgias export.
Step 4 of 5
Connect Microsoft Excel
Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the Gorgias 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 Gorgias data.
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16 data types, including Customers, Tickets, Accounts, Users and Custom fields.
With your Gorgias username (your email), password (API key) and domain name, entered once when you add the connection.
Yes. Add filter conditions in the source settings to keep only the Gorgias records 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 Gorgias 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.
