Connect Docusign to Excel Power Query to Eliminate Human Error

Streamline marketing decision-making with Improvado.

Book a call

What is Docusign?

DocuSign is a leading e-signature platform that allows businesses to securely sign and manage documents online. This electronic signature solution streamlines the document signing process, saving time and reducing the need for paper. Enterprise companies benefit from using DocuSign by increasing efficiency, improving security, and ensuring compliance with industry regulations.

What is Excel Power Query?

Excel Power Query is a powerful data analysis and transformation tool within Microsoft Excel. It allows users to easily connect, extract, and manipulate data from various sources. Enterprise companies benefit from using Excel Power Query by automating repetitive data tasks, simplifying data transformation, and enabling better business decisions through data analysis and visualization.

Connecting Docusign to Excel Power Query

Connecting DocuSign to Excel Power Query can be achieved through the following steps:

  • Export data from DocuSign by navigating to the Reports tab and selecting the desired data to be extracted.
  • Save the exported data as a CSV or Excel file, ensuring it is properly formatted for import into Excel Power Query.
  • Open Excel and navigate to the Data tab. Click on "Get Data" and select "From File" to import the saved DocuSign data file.
  • Use Excel Power Query's data transformation tools to clean, filter, and modify the imported data as needed.
  • Create visualizations and perform data analysis on the transformed DocuSign data within Excel.
  • Alternatively, use an advanced marketing analytics platform like Improvado to automate the process of connecting DocuSign to Excel Power Query, saving time and effort.

Request a quote, and we'll
follow up with you shortly

We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
Free onboarding
Free marketing stack analysis

Connecting Docusign to Excel Power Query with Improvado

Improvado is the best solution for connecting DocuSign to Excel Power Query because it provides a complete data pipeline, from data extraction to data visualization. With Improvado, businesses can easily extract data from DocuSign, transform and normalize it, and then seamlessly load it into Excel Power Query. This eliminates the need for manual data manipulation and ensures data consistency across various data sources.

Improvado offers a wide range of metrics and dimensions that can be automatically extracted from DocuSign, providing more in-depth insights for data analysis. Additionally, Improvado's platform is built for scalability, customization, and high-quality customer support, making it an ideal solution for enterprise companies looking to centralize their marketing and sales data.

Summary of connection Docusign to Excel Power Query

In summary, connecting DocuSign and Excel Power Query is made easy with Improvado. By automating the data extraction, transformation, and visualization processes, companies can save time, reduce errors, and focus on making data-driven decisions. The benefits of using Improvado include scalability, customization, high-quality customer support, and the ability to process large volumes of data from various sources. To learn more about how Improvado can help your business, book a call with an expert today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

Do more with

Do more with
Excel Power Query

Take your marketing reporting to new heights