Sync Microsoft Excel With Unito’s 30+ Integrations
Logos for microsoft excel and Unito, representing Unito's new Microsoft Excel integration.
Sync Microsoft Excel With Unito’s 30+ Integrations
Logos for microsoft excel and Unito, representing Unito's new Microsoft Excel integration.

Sync Microsoft Excel With Unito’s 30+ Integrations

Is there a platform more ubiquitous than the spreadsheet? How many of us have started out doing data entry, exporting CSV files, and combing through data for errors? Even now, a spreadsheet is probably crucial to some part of a project you’re working on. And Microsoft Excel is the spreadsheet tool that started it all.

But just because spreadsheets are so crucial to your daily work doesn’t mean you want to spend your day in them. Or, if you do, then the rest of your team probably doesn’t. That means part of your job is finding ways to export, display, or otherwise transform the data in your spreadsheet so the rest of your team can use it. That almost always involves a ton of manual work you’d rather use for something more important.

With Unito, you get access to deep two-way integrations that eliminate a ton of that manual work. Starting today, that includes Microsoft Excel.

Break data out of your Excel spreadsheets

Your tools are designed to get a job done. That job doesn’t usually involve playing nice with other tools, and that can really slow down your workflows. Everyone loses time checking multiple tools, manually copying updates over, and even then it’s all too easy for something to fall through the cracks. Many tools do offer built-in integrations, but they usually support very specific use cases and rarely sync data in both directions.

With Unito’s new integration for Microsoft Excel you can sync data from your spreadsheets to other tools in your stack, like Google Sheets, Airtable, Trello, Asana, and more. Keep your data up-to-date no matter where you get your work done, build dynamic databases across tools, and make sure you always have the information you need. All with Unito.

Because Unito syncs data back and forth by default, you’ll always have access to the most up-to-date information without switching tools.

You can find a list of all supported fields and other features for this integration in our Help Center.

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Essential features for Unito’s Microsoft Excel integration

Field mapping customization

Unito flows use field mappings to translate data from one tool to another. For many tools, that means similar tools are automatically mapped to each other. But for database tools like Microsoft Excel, field mappings let you match up custom columns with fields from other tools.

  • Deleting mappings: By deleting a mapping, you can keep some information from getting synced or re-map a field that’s already been mapped.
  • Changing flow direction: Most fields will have changes synced back and forth by default. But in some cases, you’ll want some fields — like comments — to only go from one tool to another.
  • Creating new mappings: Missing a field mapping? Or maybe you’re building a flow with a tool that’s full of custom fields? You can add new mappings in just a few clicks. One common use case for this is populating the description footer of a task in one tool with information from another.

Deep rules

While field mappings tell your data where it needs to go, rules allow you to automate certain actions. Unito rules are often used to filter out information and control exactly how much is synced between tools. Here’s how Unito users like you are using rules in their workflows:

  • Giving visibility to customers: SMG Bahamas, a construction and millwork company, uses rules to pull high-level information from multiple Trello boards and sync it to customer boards. That way, customers can see a summary of how a job is going without all the nitty-gritty details going on behind the scenes. The rules come into play when project managers add a specific tag to their Trello cards.
  • Dispatching development work: The Taproom, an agency that builds Shopify solutions, uses Basecamp to manage agency work and Trello for development work. With rules, Basecamp to-dos specific to developers can get synced to the software team’s Trello boards so they can see their work without the noise.
  • Keeping multiple departments in the know: ALPCO Recycling, which manages residential, commercial, and industrial recycling jobs, uses Trello to handle every part of that work. They use Trello’s labels to categorize jobs and to identify the ones that reach the follow-up stage. Unito’s rules make sure that adding one of these labels sends each Trello card to the right board.

Top tool combinations

Microsoft Excel and other database tools

Just because Microsoft Excel is so common doesn’t mean everyone prefers it. With Unito, you can sync data from Excel to other database tools and keep it updated no matter where people are working from. Here are some of the top database integrations you can pair with Microsoft Excel:

Microsoft Excel and a work hub

All sorts of teams need data to do their work. With the right Unito integration, you can feed your work hub of choice with data from Excel directly, without any manual work. Here are some of the top work hubs Unito integrates with Microsoft Excel:

Microsoft Excel and other tools

Do you want to collaborate with developers? Maybe you want to create a database of support tickets? Whatever your use case, Unito has an integration for you:

Ready to get more out of Microsoft Excel?

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