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Connect Rootly to Microsoft Excel

Send Rootly users, dashboards, incidents and 27 more data types to Microsoft Excel on a schedule. Filter by date. Refresh as often as every 15 minutes.

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Rootly reporting
Users Dashboards Incidents Authorizations
Each Rootly data type goes to its own sheet and refreshes on your schedule.
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How to connect Rootly and Microsoft Excel

4 steps. You can preview the Rootly data in Coupler.io before anything reaches Microsoft Excel.

Step 1 of 4

Connect Rootly

Enter your Rootly API key. You only do this once per account.

API key••••••••••••

Step 2 of 4

Choose what to export

Pick the Rootly data you want in Microsoft Excel.

Show 22 more data types Show fewer data types
Start dateAny dateSpecify the date to start exporting data from Rootly.

Step 3 of 4

Connect Microsoft Excel

Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the Rootly data.

WorkbookRootly reports.xlsxAn .xlsx file in OneDrive, under 25 MB
SheetUsersExisting sheet or a new name to create
Cell addressA1Top-left cell for the data. Default is A1

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.

Write mode

Each run wipes the previous data and writes fresh Rootly data.

Get the most of Rootly to Microsoft Excel integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Rootly to Microsoft Excel questions

30 data types, including Users, Dashboards, Incidents, Authorizations and Dashboards panels.

With your Rootly 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 Rootly 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 100ms or Amazon Seller Central, and join or append them before the data reaches Microsoft Excel.

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