QuotaPath's integration with Microsoft Excel allows you to easily import data from an Excel file to use in QuotaPath to calculate commissions or inform payouts eligibility. In this article, we'll cover the requirements to set up this integration and provide step-by-step instructions.

Before connecting your Microsoft Excel file to your QuotaPath workspace, you'll need to obtain the below information.

Once you have the above information, you're ready to connect Microsoft to your QuotaPath workspace!

QuotaPath supports the ability to import any Microsoft Excel file in your Microsoft 365 or Microsoft OneDrive account. Each file will appear as an object for you to import into your QuotaPath workspace in this step.

To connect a Microsoft Excel file to your QuotaPath workspace, click Settings in the main app navigation, and then Integrations. Find the Excel integration card and click ‘Connect’.

Upon clicking 'Connect', you'll be automatically redirected to Microsoft 365 where you'll need to login and authenticate to your Microsoft account. After logging in, you'll need to grant QuotaPath access to your Microsoft account:

After logging in, you'll be automatically redirected back to QuotaPath.

Upon returning to QuotaPath and receiving the confirmation that the integration has been successfully connected, click 'Next' to proceed.

At the top of the following screen, use the dropdown selector to set the sync frequency. In addition to these scheduled syncs, you'll always have the option to click 'Sync Now' on the Excel integration card on the 'Integrations' page to trigger a manual sync.

Next, select the objects, or Microsoft Excel files, that you'd like to import into your QuotaPath workspace.

When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.

Once your integration is setup, you can start syncing your plan to your integration data. Visit this article for more detailed instructions!