Integrate Microsoft Excel with Mautic

Nowadays, most people have a computer so it is easy to find a program that can help us. Microsoft Excel is a spreadsheet application developed by Microsoft for Windows, Mac OS, iPhone, Android and web platforms. It is a basic program for business and works as a template for creating business data. All the data that we store in Excel is stored in cells, where each cell is a value or formula. In Microsoft Excel, we can do many things such as using the most common functions such as sum, avg, countifs, etc. We can also use more advanced functions for statistics and graphics.

Mautic is open source software, which means it is freely available to use and distribute. It is created by an internationally recognized team of developers and designers. Mautic is a non-profit organization with the mission to implement the WordPress software framework and develop open source software to create better management software for non-profit organizations. The main objective of Mautic is to provide features, tops and resources for those who need to manage their communities and events.

Integration of Microsoft Excel and Mautic

We use Microsoft Excel as a top for data management and reporting. Moreover, we can use it as a database to store data and we can also share it with other people by making a file on our computer and sending it through email. Another way to share our data with others is by uploading it to a website or server. There are many websites where we can upload files such as dropbox, google drive, etc.

In Microsoft Excel we can import data from different sources such as text, html, xlsx/tab/csv/txt/xml/html/pdf/ods/odt/xls/ppt/doc. Other than that, we can import data from another workbook in the same workbook by using the “import function”. If we want to make changes to the imported data we can change the reference and view the data in the original location (the location where we uploaded our data. and make any changes we like.

After importing data from different sources we may want to export our data into other formats such as pdf, csv, xml, etc. For example, we can export our exported data into pdf format. To do that we go to “File” then “Save As” then select “PDF or XPS” and save it. After saving it we can easily share it with others by uploading it to our website or sending it through email.

Benefits of Integration of Microsoft Excel and Mautic

Integration of Microsoft Excel and Mautic provides many benefits to users:

• Managing Data. After integrating these two applications we can easily manage data by using both applications simultaneously. For example, if we want to add new contacts to our database we can add them in Mautic then add them to Excel by importing them from Mautic into Excel. This will help us manage all the contacts that we have in one place instead of storing them in different places. Furthermore, if we need to store information about our contacts in different ways at different times but still keep them in one place we can use both applications together to make things easier for us. We can also store addresses in Mautic and phone numbers in Excel.
• Importing Data into Microsoft Excel. We can import information from Mautic into Microsoft Excel then export any information that we would like from Excel into Mautic. For example, if our organization has a website with a contact form then we can copy the form to Excel then export it into Mautic so that we have a list of all the contacts in our organization’s database. Then when someone fills out the form we can export the information from Mautic into Excel so that we have a list of all the people who filled out the form along with their emails so that we know how to contact them when necessary.
• Organizing Information. We can organize information that we have into different categories by using both applications together. For example, if we have a lot of content in our website then we can organize it in our website then export the pages from Mautic to Excel so that when we need to print content of our website but don’t want to print everything at once because there is too much content then we can choose specific pages that we would like to print then export them into Excel then print them or send them through email or upload it onto our website by uploading them onto our website then linking them together however you like (there are many ways.

These are some of the ways that you can integrate Microsoft Excel and Mautic for your organization’s needs. If you want more information about these two integrations feel free to contact me.

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