Connect Insightly to MS Excel to Make Data-Driven Decisions

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What is Insightly?

Insightly is a powerful customer relationship management (CRM) and project management platform designed for large enterprises. Its robust features help businesses efficiently manage customer interactions, track leads, and streamline sales processes. By using Insightly, enterprise companies can improve customer relationships, monitor sales performance, and enhance collaboration across teams, ultimately boosting overall productivity and revenue.

What is MS Excel?

MS Excel is a versatile spreadsheet application and a staple of the Microsoft Office Suite. Excel is widely used by enterprises for data analysis, financial reporting, and data visualization. Its advanced features include data manipulation, formulas, charts, tables, and pivot tables. By integrating MS Excel into their workflows, enterprise companies benefit from improved data organization, streamlined reporting, and enhanced decision-making capabilities.

Connecting Insightly to MS Excel

Connecting Insightly to MS Excel can be achieved using several methods:

  • Manually exporting data from Insightly and then importing it into MS Excel. This process can be time-consuming, especially for large datasets, and may require frequent updates to keep data current.
  • Using Excel's built-in data connector tools, such as Power Query, to connect directly to Insightly's API. This allows users to import data from Insightly into MS Excel spreadsheets. However, this method may require advanced technical skills to properly configure.
  • Utilizing third-party applications and plugins to bridge the gap between Insightly and MS Excel. These tools can help automate data transfers, but they may have limitations in terms of data manipulation and customization.
  • Choosing a comprehensive data pipeline solution like Improvado to efficiently extract, transform, and load data from Insightly to MS Excel. Improvado provides a seamless connection between the two platforms, minimizing manual work and delivering up-to-date, accurate data for analysis.

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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
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Connecting Insightly to MS Excel with Improvado

Improvado is the ideal solution for connecting Insightly to MS Excel due to its robust features and capabilities. With Improvado, users can easily extract data from Insightly, transform it as needed, and load it into MS Excel for further analysis. Improvado's platform supports a wide range of metrics and dimensions that can be automatically extracted from Insightly, providing rich insights into customer interactions and sales performance.

Furthermore, Improvado's solution is highly customizable and scalable, making it suitable for enterprises with complex data needs. Its powerful data pipeline can process large volumes of data, ensuring that users have access to the most current and accurate information. Moreover, Improvado offers exceptional customer support, assisting users in configuring the platform to meet their unique requirements. By choosing Improvado to connect Insightly and MS Excel, enterprises can centralize their marketing and sales data, streamline their workflows, and unlock valuable insights that drive business growth.

Summary of connection Insightly to MS Excel

In conclusion, connecting Insightly to MS Excel provides enterprises with a powerful solution for data analysis and visualization. By leveraging the capabilities of Improvado, businesses can efficiently extract, transform, and load data from Insightly into MS Excel, allowing for seamless data integration and enhanced decision-making. Improvado's scalability, customization, high-quality customer support, and ability to process large volumes of data make it the top choice for enterprises looking to connect Insightly and MS Excel. To learn more about how Improvado can help your business, book a call with one of their experts 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.
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  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
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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.

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