Excel + Central

Sync customer data, automate reports, and track metrics in Excel spreadsheets.

What Is Excel?

Microsoft Excel is a versatile spreadsheet application used for data analysis, calculation, and visualization. It allows users to organize large datasets, create dynamic charts, and apply complex formulas to derive insights. Excel is widely adopted across businesses for reporting, budgeting, and decision‑making.

What Is Central?

Central is an AI-powered customer operations platform that handles every aspect of customer interaction automatically, 24/7. From answering calls and messages across multiple channels (phone, SMS, WhatsApp, social media) to qualifying leads, booking meetings, managing follow-ups, and handling administrative tasks, Central ensures no customer is ever left waiting. The platform learns from your website and documents to become an expert in your business, integrating seamlessly with your CRM, calendar, and existing tools to create a unified customer operations system that works like magic.

What You Can Do with Excel + Central

The integration lets you automatically pull call logs, message transcripts, and booking details from Central into Excel for instant analysis. You can build custom dashboards that track lead conversion rates, response times, and revenue impact without manual data entry. Excel formulas and pivot tables can then be used to segment customers, forecast sales, and identify operational bottlenecks. Finally, you can push updates or bulk actions from Excel back into Central, keeping both systems synchronized.

Common Use Cases

Sales performance reporting, customer service KPI tracking, lead qualification dashboards, appointment scheduling analytics, revenue forecasting, automated follow‑up scheduling

How to Connect Excel to Central

Connect Excel to Central using Central's REST API or a pre‑built connector available in the Microsoft Power Query marketplace. Authenticate with your API key, map the desired Central endpoints to Excel tables, and set up automatic refresh intervals. Once linked, data flows bidirectionally, allowing you to analyze and act on customer interactions directly from Excel.