Microsoft Excel Integration

Updated On 30 Jul 2024
1 Minute To Read

Print
Share
Dark

Light
PDF

Article summary

Did you find this summary helpful?

Thank you for your feedback

Overview
Use cases
Integration process

your title goes here

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.
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

excel_integration(1)

your title goes here

This integration is not available for Self Hosted mode of deployment.

Was this article helpful?

What's Next

Oracle Fusion Integration

Table Of Contents

Overview
Use cases
Integration process

Changing your password will log you out immediately. Use the new password to log back in.

Current password

New password

Confirm password

First Name

First name must have atleast 2 characters. Numbers and special characters are not allowed.

Last Name

Last name must have atleast 1 characters. Numbers and special characters are not allowed.

New email

Enter a valid email

Re-enter your password

Enter a valid password

Your profile has been successfully updated.

Logout