PipelineDeals Help Center
Data Sync for Excel 2016
The PipelineDeals Data Sync is the latest add-in for Microsoft Excel 2016 which helps you quickly import data from any of your saved lists in PipelineDeals. Each tab in Excel can support its own saved list, allowing you to pull in various data to marry for robust reporting. You can set data to be auto-refreshed each hour or you can manually refresh data so that you always have the most up-to-date data from your CRM.
The PipelineDeals Data Sync integration is a one-way sync from your PipelineDeals account to Excel 2016, so updates you make in Excel to your data will not be reflected in your PipelineDeals account.
The Excel Add-in is compatible with:
- PC and Mac
- Excel 2016
- Office 365 (e.g. Excel online)
Additionally, to use the Excel Add-in, you must be able to install Add-ins for Excel or Office 365. If you do not see the option to install Add-ins, check with your company’s IT department. You also must be able to downloaded Add-ins from the Microsoft Store. Finally, you must have the API enabled in your Account Settings. Only PipelineDeals admins can enable the API.
Installing from your PipelineDeals account
- To install the Excel Add-in from your PipelineDeals account, click on your Profile Icon > My Profile > Microsoft integration > Excel Add-In.
- Click the green button Download the Add-in
- The link will bring you to the Microsoft Store where you can follow the steps to login to your Microsoft and PipelineDeals accounts to finalize the installation.
Installing from Excel 2016
- To install the Add-in from Excel 2016, click on Insert > Add-ins > Store…
- From the Office Add-ins store, click in the search field and search for PipelineDeals.
- The Excel 2016 integration is called: PipelineDeals Data Sync
- Finalize the installation process by using your PipelineDeals credentials to login.
To import data to an Excel file using the Add-in, click on the PipelineDeals logo in the Excel ribbon. You will need to login to your account the first time that you import data.
To import a list, select one of your saved lists from the drop-down menus. Lists are organized into groups by People, Deals, Companies, Activities, and To-Dos.
When you select a list to import, you can also indicate if you want to auto-update data on your list each hour. If you do not select this option, you can manually refresh the list whenever you want.
Creating dashboards, charts and tables
You can now use data that you’ve imported from the Excel Add-in to create dashboards, charts and tables. If you’re looking for inspiration on different dashboards you can create, take a look at this example file that we’ve created here.
Please note – it is best practice to create any dashboards, charts, tables, or other calculations on a separate tab from where you’re importing data. Each time data you refresh data from a saved list into Excel, all existing data on the tab is wiped out and reimported.
If your business is using Office 365 and Excel online, you can collaborate and share Excel sheets online. However, users will not be able to import data into Excel or manually refresh saved lists.
If you share an Excel 2016 file with a colleague and they don’t have the Add-in installed, they will receive a normal, static Excel file, with data as it was at the point you sent it.
It is important to note that each time data is refreshed all existing data on the tab is wiped out and reimported. This means that all formulas, graphs, and pivot tables should be created on separate tabs, referencing your data tabs.