---
title: "Microsoft Excel Integration"
slug: "microsoft-excel-integration"
updated: 2025-08-19T06:07:26Z
published: 2025-08-19T06:07:26Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Excel Integration

- [Overview](/docs/microsoft-excel-integration#overview)
- [Use cases](/docs/microsoft-excel-integration#use-cases)
- [Integration process](/docs/microsoft-excel-integration#integration-process)

          Note:

          

Integrating Whatfix and Microsoft Excel requires backend configuration that can only be done by Whatfix. Contact [support@whatfix.com](mailto:support@whatfix.com?Subject=Integrate%20Whatfix%20and%20Microsoft%20Excel%20for%20my%20account&Body=Hello%20Team%2C%0A%0AKindly%20provide%20assistance%20to%20integrate%20Whatfix%20and%20Microsoft%20Excel%20for%20my%20account.%0A%0AMore%20information%3A%0A%0AThanks%20and%20regards.) to set up the integration.

---

## Overview

MS Excel and Whatfix integration enables you to import your support articles from any Knowledge Base application and export Whatfix reports to an Excel sheet. ![MS excel integration 1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/MS%20excel%20integration%20%281%29.png)

---

## 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.

          Note:

          

- To modify end-user data in Microsoft Excel for content segmentation, you need to update the file manually and rerun the integration for the changes to take effect.
- To avoid manual updates, [create Cohorts in Whatfix Product Analytics](/product-analytics/docs/create-a-cohort) and use them as Visibility Rules. Cohorts refresh automatically whenever a user meets the Cohort criteria (for example, joins a new country, performs an in-app action, or interacts with Whatfix content), they’re added to the Cohort and immediately see the relevant Whatfix content. For more information, see [Add Cohorts as Visibility Rules](/product-analytics/docs/add-cohorts-as-visibility-rules).

---

## Integration process

![Excel_Integration_Process_Whatfix.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Excel_Integration_Process_Whatfix.svg)

          Note

          

This integration is not available for [Self Hosted](/studio/docs/self-hosting-whatfix-content) mode of deployment.