Microsoft Excel

What this connects

Report output and bulk import to Excel workbooks.

Supported workflows

• Exporting reports for analysis
• Bulk product, customer or opening-balance import
• Handing figures to an accountant

Data exchanged

• Tabular report data
• Import records
• Column mappings

Setup requirements

• A prepared workbook matching the expected column structure

Permissions required

• File access on the device performing import or export

Security and privacy

• Data is transmitted over encrypted connections (TLS).
• Credentials and tokens are stored server-side and never exposed to the browser.
• Access can be revoked at any time from the provider's own account settings.

Known limitations

Stated plainly, because finding these out during implementation is worse than knowing them now.

• Import requires the column layout to match the expected template; mismatches are reported rather than guessed.