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Microsoft Excel integration

Microsoft’s spreadsheet app for numbers, tables, charts and shared workbooks in OneDrive. Connect Microsoft Excel to OLODESK and use it in the apps and automations your business runs on.

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Category
Data & analytics
How you connect
Sign in with your Microsoft account

Popular ways to use Microsoft Excel

Start with one of these, or describe your own.

The spreadsheet fills itself

New orders, bookings or expenses are added as rows to a worksheet in the Excel workbook you choose.

Keep the sheet you know

Your price list or stock sheet in Excel feeds your quotes and portal, so your team keeps working in the same workbook.

Your accountant’s sheet stays current

At the hour you choose, last week’s numbers from your systems are written to an Excel worksheet for your accountant.

How to connect Microsoft Excel

  1. Open Integrations

    In your OLODESK portal, open Integrations and choose Microsoft Excel.

  2. Connect your account

    Sign in with your Microsoft account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Microsoft Excel data in ChatGPT. AI on OLODESK

More data & analytics apps

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    Online spreadsheets for tracking orders, budgets and lists, shared with your team in real time.

  • AirtableData & analytics

    Spreadsheet-style database for organizing records, linking tables and building team views.

  • Google BigQueryData & analytics

    Google’s data warehouse for storing and analyzing large amounts of business data.

  • MySQLData & analytics

    Widely used database that stores the records behind websites and business apps.

  • WhatConvertsData & analytics

    Lead tracking that shows which marketing channels bring in calls, forms and chats.

  • PostgreSQLData & analytics

    Popular database for storing the records behind websites and business systems.

See all data & analytics apps

Microsoft Excel integration FAQ

Do I need my own Microsoft account?

Yes. You connect the Microsoft account your business already uses.

Which plans include the Microsoft Excel integration?

Every plan, including the Free trial.

Can I connect more than one Microsoft account?

Yes. Connect as many as you need and choose which one each system uses.

Put Microsoft Excel to work

Start your Free trial and connect Microsoft Excel from your portal.

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