Crisp’s connectors can automatically collect and consolidate your organization’s information from several sources, including supplier portals provided by retailers and distributors. This automation saves organizations a lot of time, effort and frustration. It replaces the repetitive manual process of logging into various portals, downloading a specific time-snapshot of information, and importing it into a complicated spreadsheet model.
In this tutorial, we will provide detailed information about connecting your organization’s information - which is automatically collected, organized, and stored in the Crisp data platform - to Excel. If you're using a Mac, be sure to follow the instructions for our add-in instead.
- Login to your Crisp account.
Click on the Grid menu icon and then select "Connectors" from the drop-down menu.
- Click the Add connector button.
- Click Excel.
The default name of the connector is "Excel", but you can name this anything you want. If you're going to set up multiple feeds, we recommend being more descriptive.
- Scroll down and select which source connector(s) you want to include in the feed.
- Scroll down further and select which time period you want to initially load into the feed. The default is last year. We recommend the last quarter for a faster load time.
- Click save.
- The page will then reload with your Excel connector.
- Click to open the newly created Excel connector, and from this detail screen, under OData feed, click on the "Copy to clipboard" link. This will copy the URL we will use in the next steps to set up the connection in Excel. Please keep this window open, as we will refer to it again.
- Open a blank Excel Worksheet and select the "Data" tab.
- Click on the "Data Data" icon on the furthest left and select "From Other Sources" → "From ODataFeed."
- In the following box, paste the copied URL from Step 6 (Right Click, Paste, or CTRL + V), into the empty URL box and click "OK."
- In the resulting dialog box, click on "Basic."
- Navigate back to the Excel Connector details screen in Step 5. This time we are going to click the "Copy to clipboard" link under OData username.
- Return to Excel, and in the User Name box, paste the value. (Right-Click, Paste or CTRL-V). Similarly, do the same for the OData Password field.
- Under Select which level to apply these settings to, select the level at the bottom of the dropdown.
- Click Connect when done.
- From the list of reports, select the one you want to work with, and click on the Load button.
- Upon a successful configuration, you will see the following pane on the right, indicating progress:
Once complete, you should see your data in tabular format, ready for you to work with however you wish!
Since the Excel connector is an automated outbound feed of your data, Excel will only refresh data from the Crisp platform when you tell it to. If you want to set up Excel to automatically refresh data at a specified interval, you can do the following:
- From the "Table Design" tab, click on the "Refresh" icon → "Connection Properties."
- From the resulting window, check the box next to "Refresh every  minutes”
- This will set up an automatic refresh of the data, every 60 minutes. We recommend leaving it at the default 60 minutes. Data updates from the Crisp Data Platform are also subject to update frequency of the source data (ie. your Target, KeHE, or UNFI connection).