Microsoft Excel Integration
An overview of the data integration with Microsoft Excel
Please note that the integration only works with the web version of Microsoft Excel.
The Microsoft Excel integration described
The Microsoft Excel integration allows you to pull data from a specific cell within a Microsoft Excel document and use it to automatically update your goals in Mooncamp. In order to access documents via Mooncamp, you need to have access to the Excel Online file with your e-mail. You will also need to create a connection to Excel Online.
Connecting goals to Microsoft Excel
As a first step, the admin of your Mooncamp account needs to make sure that the integration is activated via Settings > Integrations > Data Integrations > Microsoft Excel
.
In order to connect to Microsoft Excel, please see our article on connecting to data integrations: Connecting goals to data integrations
Please be aware that for Microsoft Excel you can only connect files from your OneDrive, not from SharePoint. However, via the privacy settings of your data connection, you can share your files with other members within your Mooncamp account (for details, please see here).
Selecting your cell
Once you have created the connection to Excel Online, the next step is to select the document you want to reference. By clicking on the document drop down box, you will find a list of available documents. After that, you can select the correct sheet / table and lastly, you can enter the correct column and row. Now, anytime that cell is updated, it will automatically update the value in Mooncamp.
Tip for the Admins: Go to Settings > Integrations
and make sure every day is selected under Synchronization
.
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