Connect Mantle to Microsoft Excel
Send Mantle customers and subscriptions to Microsoft Excel on a schedule. Filter by date. Refresh as often as every 15 minutes.
Mantle reporting
How to connect Mantle and Microsoft Excel
4 steps. You can preview the Mantle data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 4
Connect Mantle
Enter your Mantle API key. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Mantle data you want in Microsoft Excel.
Step 3 of 4
Connect Microsoft Excel
Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the Mantle 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 Mantle data.
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Build your Mantle integrations with these destinations
Get the most of Mantle to Microsoft Excel integration
Gather data
Understand data
Automate data
Act on data
2 data types, including Customers and Subscriptions.
With your Mantle 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 Mantle 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.
