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Microsoft Excel 365

Sync customers and orders to an Excel table with Microsoft sign-in

Set up Microsoft Excel 365
Product artwork from Microsoft Excel 365. Available integration features are described below.

What you can do

  • Export customer and order data to an Excel table.
  • Update matched records instead of appending them on every sync.

Scope and requirements

Requires Microsoft sign-in, a drive/workbook/table and the required table columns.

Make it part of your workflow.

Review the available connection options in your workspace. You choose what to connect and when to run an action.

Set up Microsoft Excel 365