Microsoft 365 Excel
Step 1: Organize your Excel sheets
Integrate your Excel spreadsheets into Plecto from two types of drives:
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OneDrive and
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SharePoint.
Before you integrate, organize your sheets like in the table below.
Use a compatible date and time format: MM/DD/YYYY HH:MM or YYYY-MM-DD HH:MM:SS
| 1 | Column title | Column title | Column title | Employee email | Employee name |
|---|---|---|---|---|---|
| 2 | data | data | 2024-03-30 21:15:30 | joan@example.com | Joan Reyes |
| 3 | data | data | 3/31/2024 14:15 | martin@example.com | Martin Jones |
💡 To track employee activity, add two columns containing 1) employee emails and 2) their full names. Column titles can be anything as long as you follow the sheet structure.
Step 2: Integrate your sheets
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In Plecto, go to Data sources > New data source > Microsoft Excel.
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Select the drive your spreadsheet is stored in: you can choose between OneDrive and SharePoint.
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Click Next, sign in to your account, and click Accept to give Plecto access to your workbooks.
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Choose a workbook. If it contains multiple sheets, select the sheets to import. Each sheet will create one data source.
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Configure the settings for your upcoming data source(s) by matching the column names from your sheet. You can omit the Team field.
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Click Next to finish and import your data. 🎉