Microsoft Excel destination setup
Review this guide to learn how you can set up a Microsoft Excel destination for a number of data sources supported by Coupler.io.
Coupler.io allows you to export data to an Excel file stored in your OneDrive or OneDrive for Business account. You can work with this file offline, however, it is required for the file to be stored on OneDrive.
The 4 steps to complete the setup
- Connect Microsoft Account
- Select a workbook and sheet to import data to
- Review optional parameters
- Set up an automatic data refresh
1. Connect Microsoft account you want to import data to
This account must have edit rights to the destination file. Learn how to share an Excel document on OneDrive.
- Pick an account you want to connect to.
- Sign in to the chosen account.
Note that if you are already logged in on this browser, Microsoft suggests you use your account:
- Review the contents of access rights which you are granting to Coupler.io and press Allow.
- Confirm your choice.
- Read the “Close this window” message and close the pop-up.
2. Select a Workbook & Sheet where to import data
Select a workbook - an Excel file stored in your OneDrive or OneDrive for Business account.
Please note that your workbook should not exceed 25 MB. In case you face any difficulties with selecting a workbook please read our Excel troubleshooting article.
Select one of the existing sheets to import data. By typing in a new name that doesn’t exist yet, Coupler.io will create a new sheet and then import data. To enable this, select the corresponding option from the dropdown menu:
In case you face any difficulties with selecting a workbook please read our Excel troubleshooting article.
3. Review optional parameters
3.1 Complete the Cell address field
Specify the first cell where to import your data range. Coupler.io replaces all data below and to the right of this cell. The default value is A1, which means that all data in the sheet is replaced. If your destination sheet has formulas, keep them on the left side of your imported data set. Read this article to learn more.
3.2. Pick the right Import mode
- Replace - fully replaces all previously imported data with the latest information available in your data source.
- Append - places your newly imported data under previously imported entries; is suitable for tracking historical data changes.
3.3. Enable Last updated column
Switch on this parameter if you want to add a column specifying the date and time of the last data refresh.
4. Set up an automatic data refresh
4.1. Set up a schedule for data refresh
Specify Interval, Days of the week, Time of the day, and Schedule time zone to run the Automatic data refresh.
Learn more about Automatic data refresh.
4.2. Save the changes
Click "Save and Run" to save the parameters and run the initial import right away.
4.3. Open newly imported data
To see your imported data, just click "View results" in the right top corner.