Import data from Excel

Dear Sirs. 

Firstly forgive my naivety, but I'm fairly new to the use SuperOffice, but as I'll use it extensively in the upcomming months, I'm looking for an answer to a question, which may optimize my ongoing data extraction. I couldn't find another post on this topic, so I'm adding one now. 

Each week I've to extract data from SuperOffice into an Excel-file.

The standard approach to doing this in our company, has been to use the "export" button shown below.

However, I'd like to make my Excel-sheet a bit more advanced if at all possible and to automatically import data into Excel from SuperOffice, by using the tools in Excel shown below:

I've made data-connections between sheets and used PowerQuery - But I've never managed to establish a data-connection to a website or a CRM-system such as SuperOffice. My question therefore is, whether it's possible for me to establish this data connection - and if it is, how do I do it?

 

 

RE: Import data from Excel

Hello Mathias,

When you want to export/import data to/from SuperOffice CRM into Excel files
you have to take a look at the followinf tool:
https://online.superoffice.com/appstore/infobridge-software-b-v-/databridge-for-superoffice

You have then even the possibility to schedule your export/import jobs.

Greetings Henk

 

Af: Henk Bergevoet 14. okt 2020

RE: Import data from Excel

I wasn't familiar with this extension/tool. 

Thank you kindly!

Af: Mathias Daugaard Laursen 15. okt 2020

RE: Import data from Excel

You could also take a look at Zapier (www.zapier.com). By using Zapier, you can for example add/update/delete rows in an Excel sheet located in O365 when something is done in SuperOffice.

Af: Patrik Larsson 15. okt 2020

RE: Import data from Excel

I'll take a look at that too.

Thanks to you aswell!

Af: Mathias Daugaard Laursen 15. okt 2020

RE: Import data from Excel

Hi Mathias,

This is a common enough question so here is a new blog post "How to import data into Excel" just for you (and the hundreds of other community members). 

Hope this helps!

Af: Tony Yates 15. okt 2020

RE: Import data from Excel

Astonishing customer service! Thanks to all of you!

Af: Mathias Daugaard Laursen 15. okt 2020