Connect Uptick to Microsoft Excel
Send Uptick invoices, tasks, projects and 15 more data types to Microsoft Excel on a schedule. Filter by date. Refresh as often as every 15 minutes.
Uptick reporting
How to connect Uptick and Microsoft Excel
5 steps. You can preview the Uptick data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 5
Connect Uptick
Enter your Uptick client ID and client secret. You only do this once per account.
Step 2 of 5
Choose what to export
Pick the Uptick data you want in Microsoft Excel.
Show 10 more data types Show fewer data types
Step 3 of 5
Fine-tune the export
Optional settings for this Uptick 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 Uptick 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 Uptick data.
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Build your Uptick integrations with these destinations
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Gather data
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18 data types, including Invoices, Tasks, Projects, Task categories and Clients.
With your Uptick client ID and client secret, entered once when you add the connection.
Yes. Set the start date and end 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 Uptick 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 ClickUp or Airtable, and join or append them before the data reaches Microsoft Excel.
