Excel 365

Pull data from Excel 365 workbooks into Smaply journey maps

Connect Excel 365 to bring any spreadsheet data onto your journey maps, like quarterly revenue from a finance workbook next to the purchase stage of a customer journey.

Why connect Excel 365

• Reuse your team's existing Excel reports without duplicating data into Smaply

• Update once in Excel; see it everywhere in your journey maps

Service account auth (recommended for teams) is available on the Governance plan. OAuth is available on all plans with metrics integrations.

In this section

• Set up Excel 365 - Connect at the account level using service account or OAuth.

• Use Excel 365 in a metric - Add Excel 365 data to journey-map metric cards.