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

  • Honey Mama’s

    From Portland, Oregon farmers markets to national shelves, Honey Mama’s has crafted a uniquely memorable presence in the world of chocolate. With Crisp’s insights, retail strategies have been tempered to perfection.

  • Carbone

    Read how Carbone has saved $500,000 in avoided out-of-stocks for their rapidly growing, A-lister adored sauce line. Only the finest analytics will do.

  • Verve Coffee

    By using Crisp, Verve gets a high level, harmonized view of all their retailer and distributor data, allowing them to take action at every level.

  • The Honey Pot

    By using Crisp’s platform and Promomash’s promotion planning features, The Honey Pot is able to accurately forecast demand and reveal sales opportunities.

  • Illy

    Illy uses Crisp’s real-time dashboards to review stock on a day-to-day basis and ensure that there’s always plenty of product to meet their targets.

  • PANOS

    Crisp’s real-time business dashboards give the PANOS team real-time answers in a matter of minutes.