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

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

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.

• Connect your data
• Follow the step-by-step guide below to get the data into Excel

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

   

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

   

   In the URL box paste the link from Step 1.

4. Click on Load

   

   If you would like to explore other templates and integrations, please visit our Excel Template Gallery or Marketing Template gallery