Integrate Your Data Through Excel

Do you use a CRM that Spinify doesn't integrate with? Don't worry! You can still get the amazing benefits that Spinify offers by automatically pushing your data to an Excel Spreadsheet!

Follow this simple guide to get any CRM setup with Spinify, and remember we're always here to help 😊

1. Create an Excel integration

Set up your Microsoft Excel integration. See: Excel Integration Help

2. Open your OneDrive

Starting from your OneDrive will mean that your excel spreadsheet will automatically save in the right place. It will also auto-save any changes or updates to the spreadsheet.

3. Create an Excel spreadsheet to track your data

Create a new Excel Spreadsheet from your OneDrive

4. Setup your Excel Spreadsheet

Make sure you include columns for both the Users email address and their score. You can name the column containing the scores anything that works for you (for example, Sales, Appraisals, Score, Calls Made, etc).

4. Setup your CRM to push data to the Excel

Your development team will need to build a tool to forward your data to Microsoft Excel. Spinify needs access to the user scores and emails, so your tool should send those to the spreadsheet. How you calculate the scores based on your data is up to you.

If you still need help, then please feel free to click the “💬 Help” icon on the bottom right of this page. Our Customer Success Team will be more than happy to assist!