Ardovo + Excel integration
Connect Ardovo to Excel so your spreadsheets work and your revenue data stay in one place. Live Excel workbooks that write back to your pipeline.
- Minutes Time to connect
- Two-way Sync direction
- No code Setup effort
Short answer
The Ardovo + Excel integration connects your CRM to Microsoft 365 workbooks. Push deals, leads, and contacts to a workbook for analysis or bulk edits, and sync changes back to Ardovo. Finance and ops teams that live in Excel keep working there while the CRM stays current, with no CSV exports.
What flows between Ardovo and Excel
Two-way sync
Records sync to a workbook and edits flow back to Ardovo.
Live analysis
Build pivots and models on data that refreshes from Ardovo.
Bulk updates
Edit many records in Excel and push them back at once.
Setting up the Ardovo + Excel integration
Connect in one click
Open Ardovo Settings, go to Integrations, find Excel, and click Connect. Authorize the connection with OAuth or an API key.
Choose what syncs
Pick which records and events sync between Ardovo and Excel, and set the direction to one-way or two-way.
Map your fields
Match Excel fields to Ardovo fields once. Rook suggests the mapping so most teams accept the defaults and move on.
Turn it on
Rook backfills recent history, then keeps both sides current. You can pause, edit, or audit the sync anytime.
How the Ardovo + Excel integration works
Ardovo connects to Excel through the Microsoft 365 Graph API. A workbook mirrors a Ardovo view, edits sync back, and new rows can create records so spreadsheet work stays connected.
- Ardovo to Excel: records into a live worksheet
- Excel to Ardovo: edits and new records back
- Both ways: field mapping
Frequently asked questions
Does this work with desktop and web Excel?
Yes, through Microsoft 365. The workbook syncs with Ardovo via the Graph API, so it stays current whether you open it in the browser or the desktop app.
Can finance build models on live data?
Yes. The worksheet refreshes from the mapped Ardovo view, so pivots and forecasts sit on current pipeline instead of a stale export.
How do I connect Excel to Ardovo, and is it secure?
Open Ardovo Settings, go to Integrations, find Excel, and click Connect. Authorize with OAuth or an API key, choose what syncs and in which direction, and Rook backfills history and keeps both sides current. Setup takes minutes, needs no code, and every change is written to the Ardovo audit log.