Microsoft Excel Integration
  • 17 Jan 2024
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Microsoft Excel Integration

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  • PDF

Article Summary

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Integrating Whatfix and Microsoft Excel requires backend configuration that can only be done by Whatfix. Contact to set up the integration.


With MS Excel and Whatfix integration, you can import your support articles from any Knowledge Base application and export Whatfix reports to an Excel sheet.
MS excel integration 1

Use cases

Here are some use cases that are possible using this integration:

  • Import support articles from any Knowledge Base application. This can be useful if your organization is using a custom support site or app.
  • Import all your FAQs that are in text format to Self Help for easy access and usage.
  • Export Whatfix reports to Excel sheets. For example, export reports such as:
    • Most run Flows
    • Most searched terms on Self Help
  • Add end-user data to an Excel sheet and use it for content segmentation to show content to a specific group of users. This can be helpful if your app has no API to share the data.

Integration process


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