Connect Intercom to Microsoft Excel
Send Intercom contacts, tickets, companies and 13 more report types to Microsoft Excel on a schedule. Filter by date and add your own filters. Refresh as often as every 15 minutes.
Intercom reporting
How to connect Intercom and Microsoft Excel
6 steps. You can preview the Intercom data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 6
Connect Intercom
Sign in to Intercom and authorize Coupler.io. There's no API key to copy.
Sign in with Intercom
Step 2 of 6
Choose what to export
Pick the Intercom data you want in Microsoft Excel.
Show 8 more report types Show fewer report types
Step 3 of 6
Set the report period
Choose the date range the report covers.
Step 4 of 6
Fine-tune the export
Optional settings for this Intercom export.
Step 5 of 6
Connect Microsoft Excel
Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the Intercom data.
Step 6 of 6
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 Intercom data.
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16 report types, including Contacts, Tickets, Companies, Admins and Articles.
You sign in to Intercom and authorize Coupler.io. There's no API key to copy.
Yes. Filter by created date or updated date to load the period you need.
Yes. Add filter conditions in the source settings to keep only the Intercom 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 Intercom 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 Google Ads, and join or append them before the data reaches Microsoft Excel.
