Using the Excel Add-in, Get data, Get columns, and push Excel data to any destination.
Read data from Excel as a source for your integration.
Run your Excel integration when you want – manually, automate using the SmartConnect scheduler, trigger real-time based on moving your Excel file into a folder, or via the SmartConnect web service.
Create, update, and delete when using Excel as your destination.
Ability to utilize Excel as part of a multi-data source integration.
Bring your integrations to market faster.
Configure your integrations and quickly make changes within your integration setup.
Handle complex transformations without a headache - access a full library of functions, translation tables, dates, 'that next number', alternate keys, SQL lookups, and scripting.
Manage and fix errors.
Enhance your Excel integrations through SmartConnect.
Push Integrations from within Excel
Execute an integration right from the Excel Menu bar.
Simply enter your data into your defined format and hit “send to SmartConnect.”
Retrieve data from a data source right into Excel through the ‘Get Data’ function.
Pull data, easily update it, then push it back. (Great for updating time sheets, sales opportunities, and more)
Ideal for when you need to interact with your data before running an integration.
The ‘Get Columns’ function – automatically build a data template for you in Excel – based on a prebuilt map.
How much does Excel integration cost?
The Excel Add-in and the Microsoft Excel Connector are included with the cost of SmartConnect. Simply purchase SmartConnect and integrate Excel with any available connections. Integration templates, test licenses, and access for unlimited users are also included. No hidden fees.