This feature is included in the Enterprise edition; it can also be added to the Business plan as part of our Integration Bundle. Upgrade your plan today!
Prerequisites
There are a few things you'll need before you start:
- Access → Excel integration is included in Enterprise plan or the Integration Bundle
- API Key → Generate an API key within ProjectManager to use with Excel
- Account Email → The email address you log in to ProjectManager with
With these things in hand you're ready to head to Excel and start up the integration.
Video Walkthrough
Watch the video below if you need help setting up your integration. It will show you the steps required to get the data flowing into Excel.
Integrate with Excel
Follow these steps to add live ProjectManager data to an Excel spreadsheet:
- In Excel, create a new workbook
- Click on the Data tab at the top
- Click on the "Get Data" button, then select "From Other Sources", then "OData Feed"
- In the "OData Feed" screen, choose "Basic" and paste the following URL: https://api.projectmanager.com/api/data/providers/odata
- On the authentication screen, select "Basic Authentication" and type in your email address and your API key
- You can then choose a table to load data directly into Excel
- To load another table, click "Recent Sources" in the ribbon bar to bring
- To refresh data, click "Refresh All"