Microsoft Excel Integration
- 22 Aug 2025
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Microsoft Excel Integration
- Updated On 22 Aug 2025
- 1 Minute To Read
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Integrating Whatfix and Microsoft Excel requires backend configuration that can only be done by Whatfix. Contact support@whatfix.com. 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.
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 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.
Integration process
Note
This integration is not available for Self Hosted mode of deployment.
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