Excel connection setup guide

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.

To connect your organization’s information (which is automatically collected, organized, and stored in the Crisp data platform) to Excel, complete the following steps.

Note: If you have moderate to large data sets, we recommend integrating Power BI and Excel to improve report load and refresh times. For more on how to set this up: Optimizing Excel connector performance with PowerBI.

Steps:

Login to your Crisp account.
From the main menu on the left side of the screen, select Connectors.
Select the Add connector button at the top-right of the screen.
Select the Data Destinations tab, then select the Excel connector tile.
If you want, update the default name of the connector. If you're going to set up multiple data feeds to this destination, we recommend using something unique.
In the Connector source data section, select the Select button.
Select the retailer(s) for which you want to export data (e.g., UNFI), then choose which data tables and columns to include in the export. For detailed instructions on making your data feed selections, see Selecting Destination Data Sources.
Hint: You can select the book icon to the right of a table name to see its documentation.

When you select a table, the table's column names appear in the Columns column. You can deselect any columns you do not want to export to Excel.
To complete your selections, select the Accept button.

The window closes and you return to the connector setup screen.
Select the time period (e.g., Last 52 weeks) you want to initially load into the feed. For faster load times, we recommend selecting the last quarter.
Hint: If you want to set a custom date range, you can select Absolute and set specific start and end dates.
If you want to include a column in your export that identifies which source connector the data came from, select the Include Source Connector Configuration ID option.
Hint: This is useful if you have multiple connectors for the same retailer, such as one for U.S. sales and one for Canadian sales.
Select the Save button.
The Connectors page appears with a new tile for your Excel connector. Keep this page open as you will need it for reference.
Download the Excel add-in for Crisp by completing the following steps:
Note: If you are not able to download the Crisp add-in for Excel, you can connect Crisp to Excel via OData feed by following the instructions in Setting up an Excel connection with an OData feed.
1. Before you begin, make sure you have an active Microsoft work or school account that you can log into. Then, in Excel, select Insert, then Get Add-ins.
  
  The Office Add-ins window appears.
  
  2. Search for "Crisp", then select the Add button to the right of the Crisp add-in.
  
  Simulated image
  
  3. Accept the permissions, then select the Continue button.
  Note: If you're unable to select Continue, you can download the add-in from Microsoft's AppSource.
  
  4. After the add-in downloads, select the Crisp icon in the top right corner of the screen, then select Get started.
  
  5. From the window that appears, select the Allow button.
  
  6. From the Crisp Platform window that appears, log in to your Crisp account.
  
  Note: If you're using Excel online, be sure to have 3rd-party cookies enabled. If you're using an incognito window, these will be turned off by default.
  Once logged in, a field appears where you can enter the feed URL from Crisp.
  
  7. To get the feed URL:
  - From the Connectors screen you left open in Crisp, locate the Excel tile you want to connect, then select More menu > Copy OData feed.
  The link is copied to your clipboard and ready to paste into Excel.
  
  8. Paste the OData feed link into the add-in window, then select the Test & save button.
  
  9. Select the report(s) you want to sync.
  
  10. If you want to filter the report to include or exclude specific data, select the filter icon to the right of the report, then set your filter conditions. For more: Filtering data using the Crisp Add-in for Excel.
  
  Hint: If you have a large data set, applying filters can help reduce sync time and errors caused by exceeding the row limits in Excel.
  
  11. Select the Save button.
  
  Each report loads in its own tab. If you added filters, your reports will automatically filter based on the conditions you specified.
  
  12. If you want to start or stop the data from syncing for all reports in the document, you can select the Sync all reports or Stop sync action buttons at the top of the add-in pane. If you want to change which reports are included in the sync, you can select Select reports, then add or remove reports.
  
  Hint: You can adjust your settings to automatically sync your reports when you open a file. Just select Settings > Auto sync on document open. You must have the latest version of the Excel add-in to enable auto sync. If your docs don't sync automatically after turning on this setting, re-install the Excel add-in from the Microsoft store to get the latest version.
  
  13. If you want to stop, sync, or remove an individual report, you can select the buttons (e.g., Stop sync) below each report.
  
  14. To update the feed URL, connection settings, or to log out, select Settings at the bottom of the add-in pane.

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