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App

SmartConnect Add-in for Microsoft Excel

Run SmartConnect Integrations from Excel.
Core Experience File Integrations
Created By eOne Solutions
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Excel Add-in Capabilities
Getting started
Excel Add-in Capabilities

Make it an easy experience for your business users to push data where they need it and let SmartConnect do the heavy lifting to generate the data (create, update, delete) and ensure it’s in the proper format.​

  • Would your accounting team like to click a button to push journal entries or transactions into their financial system?​
  • Need to quickly import data from your event to your CRM or marketing tool?
  • Looking to let users add items and push updates to your online shop and related systems?​
  • Want to take data from Excel and update custom and standard fields in your destination application?​
  • Working with a non-standard Excel format compared to native import templates included in your system?​

SmartConnect has you covered.  It’s a simple experience for the end user to “Get Data” or “Run an Integration” just by clicking a button in Microsoft Excel, and if there are errors, you have an interface to fix them.

Outcomes Delivered

  1. Simple and efficient experience to initiate file integrations.
  2. Quick setup.
  3. Validation and error management included.

Licensing Required

SmartConnect Basic Plan or above.

Getting started with the SmartConnect Add-in for Microsoft Excel

A SmartConnect license is required to use this add-in. You can access the SmartConnect Excel Add-in here.

This app is supported for:​

  • Excel on Mac (Microsoft 365)
  • Excel on Windows (Microsoft 365)
  • Excel on the web

Outcomes Delivered

  1. Simple and efficient experience to initiate file integrations.
  2. Quick setup.
  3. Validation and error management included.

Licensing Required

SmartConnect Basic Plan or above.

Not an eOne customer?

eOne’s data management suite is used by the world’s most iconic brands for core ERP integration and automation processes.