Connect Lob to Microsoft Excel
Send Lob campaigns, addresses, banks and 5 more data types to Microsoft Excel on a schedule. Filter by date. Refresh as often as every 15 minutes.
Lob reporting
How to connect Lob and Microsoft Excel
5 steps. You can preview the Lob data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 5
Connect Lob
Enter your Lob API key. You only do this once per account.
Step 2 of 5
Choose what to export
Pick the Lob data you want in Microsoft Excel.
Step 3 of 5
Fine-tune the export
Optional settings for this Lob 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 Lob 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 Lob data.
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8 data types, including Campaigns, Addresses, Banks, Postcards and Templates.
With your Lob API key, 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 Lob 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.
