Connect Wrike to MS Excel Without SQL

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What is Wrike?

Wrike is a powerful project management and collaboration tool designed for large enterprises. It streamlines workflows, centralizes communication, and improves productivity by providing real-time visibility into project progress. Enterprise companies benefit from Wrike's robust features, such as customizable dashboards, resource management, and advanced reporting, which help them manage complex projects more efficiently.

What is MS Excel?

MS Excel is a widely-used spreadsheet application that is part of the Microsoft Office suite. It's an essential tool for enterprise companies, as it allows for data analysis, visualization, and reporting. MS Excel provides various features, such as pivot tables, conditional formatting, and advanced data manipulation, which help businesses make data-driven decisions and optimize their processes.

Connecting Wrike to MS Excel

There are several ways to connect Wrike to MS Excel:

  • Export data from Wrike as a CSV file and then import it into MS Excel. This method is manual and can be time-consuming, especially if you need to update the data frequently.
  • Use Wrike's API to create a custom integration with MS Excel. This requires programming knowledge and can be challenging to maintain, especially when API updates occur.
  • Utilize third-party tools or add-ins to create a connection between Wrike and MS Excel. These solutions may have limitations in terms of data types, formats, or frequency of updates.
  • Choose Improvado as a comprehensive solution for connecting Wrike to MS Excel. This advanced marketing analytics platform automates the entire data pipeline, from data extraction and transformation to data visualization, providing a seamless and efficient experience.

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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 Wrike to MS Excel with Improvado

Improvado is the best solution for connecting Wrike to MS Excel for several reasons:

  • It automates the data extraction process, eliminating manual CSV exports and imports.
  • Improvado provides a unified data model, transforming the data from Wrike into a format that is easily compatible with MS Excel.
  • You can customize the metrics and dimensions extracted from Wrike, ensuring that you have the most relevant data for your analysis and reporting needs.
  • Improvado supports a wide range of data connectors, allowing you to integrate Wrike data with other marketing and sales platforms to gain deeper insights.

Summary of connection Wrike to MS Excel

In summary, connecting Wrike and MS Excel can be achieved through various methods, such as manual data exports, custom API integrations, or third-party tools. However, Improvado offers the most comprehensive solution, with benefits such as scalability, customization, high-quality customer support, and the ability to process large volumes of data. By centralizing your marketing and sales data, you can improve your decision-making process and optimize your business strategies. To learn more about how Improvado can help your organization, book a call with one of our 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.
  • 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.
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Activision relies fully on Improvado for its marketing dashboard.

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