Microsoft Excel Integration

View Supplier Portal data automatically in Excel

Never download a vendor report again. Crisp’s secure integration automatically updates your Excel environment with a live data feed.

Save time with an OData Feed for all your portal reports

No more need for manual CSV downloads and data consolidation

Live data feed continuously updates from Crisp’s comprehensive, secure online data warehouse

Automatically updates your Excel worksheets, pivot tables and reports

Free Excel application template for Crisp data available in the Microsoft Office 365 app store

Crisp Tools and Features

Get more from your data with these handy features:

Automatic reports

Crisp automatically ingests new supplier portal reports when they’re available, saving you valuable time

Seamless integration

Compatible data feed with your business process

Consolidate all your data sources

Crisp also aggregates data from retailer and distributor portals such as:

How to setup an Excel outbound connector with Crisp

Crisp’s Excel integration is simple and secure

  1. Add Connector

    Once you’ve purchased Crisp, add the Excel connector inside the Crisp platform

  2. Generate OData Feed

    The Crisp platform will provide you with the OData feed information

  3. Create connection in Excel

    Configure the reports you want to connect with Crisp’s OData feed

  4. Enjoy your data

    Crisp will export historical data and automate future reports

Case Studies

  • Mid-Day Squares

    With Crisp, Mid-Day Squares’ success is anything but bite-sized. Mid-Day Squares uses Crisp’s customized dashboards to maximize every retail opportunity.

  • Flax4Life

    With Crisp, Flax4Life is reinventing gluten-free once again. Flax4Life uses Crisp to track down retail data and pull reports in an instant.

  • NotCo

    With Crisp, NotCo is milking their data for all it’s worth. NotCo uses Crisp to turn distributor data into actionable insights for their sales team and avoid out-of-stocks.

  • Sunday

    The Sunday team uses Crisp to pipe their retail data directly into Snowflake, giving them insights to create a one-of-a-kind customer experience.

  • Thistle Farms

    With Crisp, Thistle Farms has instant access to the latest sales data across all of their retail locations.