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Connecting to Excel as a Data Source

Matik supports connecting to Excel as a data source. The Excel data source can be:

  • A Excel file you upload to Matik
  • Or an Excel 365 file hosted in the cloud.

For more information on using Excel data sources, see Using Excel with Dynamic Content.

Adding an Excel Data Source

  1. Navigate to the Data Sources page in Matik
  2. Click "+ Add New"
  3. Select "Excel" under Data Source Type
  4. Name your Data Source
  5. Upload or select your Excel file.
  6. Click "Add Data Source" to save

Updating your Excel Data Source

For uploaded Excel files:

  • Matik uploads a copy of your Excel file, so changes you make to the file will not be reflected on Matik.
  • To update your Excel data, click "Upload Excel file" again to upload your updated file.

For Excel 365 files:

  • Matik queries the cloud file, so changes made in Excel 365 will be reflected in Matik.

Matik is not capable of automatically updating cell range references in Dynamic Content. When updating your Excel files, be conscious of the cells Matik uses to input and output data, and make changes to any linked Dynamic Content if these cells' locations are altered.

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Related articles

  • Connecting to Google Sheets
  • Inputs Overview
  • Connecting to Rest APIs
  • Connecting to a Data Source using an SSH tunnel
  • Dynamic Content Overview

Articles in this section

  • Data Sources Overview
  • Data Source Permissions
  • Connecting to CRMs (Salesforce, Hubspot, Gainsight)
  • Connecting to Data Warehouses
  • Connecting to Excel as a Data Source
  • Connecting to Google Sheets
  • Connecting to Rest APIs
  • Connecting to BI Tools (Tableau, Looker, Microsoft Power BI)
  • Connecting to a Data Source using an SSH tunnel

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