How to get your analytics, CRM and media data into Microsoft Excel using Windsor.ai

crm media and analytics into microsoft excel

Do you want to get all your performance marketing, CRM and analytics data visualised in Excel? To get there without spending too much of your time copy/pasting data, the instructions below will help you to set up your automated data-pipelines. You can connect to all the most commonly used platforms on the market

 

Google AdsFacebook AdsBing AdsGoogle Analytics
LinkedIn AdsTikTok AdsAdRollHubSpot CRM
CriteoRTB HouseTwitter AdsSalesforce CRM
AppNexusGoogle Display & Video 360Google Campaign ManagerStripe
TaboolaOutbrainAmazon Seller Central & Amazon MWSGoogle Sheets

 

 

The Windsor.ai platform supports API calls to retrieve and send information. In this article, we explain how to extract data and visualise it in Microsoft Excel.

To start using it

 


 

  1. Add your data and in step 2. Select Destination select Excel in the dropdown. Click the copy button

    data query for excel

  2. Create a new Excel Spreadsheet
  3. Head to the Data tab and click on From Web

    excel integration step 1

    In the URL box paste the link from Step 1.

  4. Click on Load

    load data into excel

    If you would like to explore other templates and integrations, please visit our template gallery.