Connect Pardot to Microsoft Excel
Send Pardot opportunities, campaigns, accounts and 30 more data types to Microsoft Excel on a schedule. Filter by date. Refresh as often as every 15 minutes.
Pardot reporting
How to connect Pardot and Microsoft Excel
5 steps. You can preview the Pardot data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 5
Connect Pardot
Sign in to Pardot and authorize Coupler.io. There's no API key to copy.
Sign in with Pardot
Step 2 of 5
Choose what to export
Pick the Pardot data you want in Microsoft Excel.
Show 25 more data types Show fewer data types
Step 3 of 5
Fine-tune the export
Optional settings for this Pardot 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 Pardot 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 Pardot data.
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33 data types, including Opportunities, Campaigns, Accounts, Lists and Users.
You sign in to Pardot and authorize Coupler.io. There's no API key to copy.
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 Pardot 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.
