Connect Planhat to Microsoft Excel
Send Planhat opportunities, issues, invoices and 14 more data types to Microsoft Excel on a schedule. Refresh as often as every 15 minutes.
Planhat reporting
How to connect Planhat and Microsoft Excel
4 steps. You can preview the Planhat data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 4
Connect Planhat
Enter your Planhat API token. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Planhat data you want in Microsoft Excel.
Show 9 more data types Show fewer data types
Step 3 of 4
Connect Microsoft Excel
Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the Planhat 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 Planhat data.
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17 data types, including Opportunities, Issues, Invoices, Tickets and Tasks.
With your Planhat API token, entered once when you add the connection.
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 Planhat 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.
