Yes. Krokul CRM writes Microsoft Excel .xlsx files itself for documents, reports and any list, and imports clients and deals from a workbook. Through Microsoft Graph, Krokul also keeps a table in an Excel workbook on OneDrive for Business or SharePoint current, row by row, as deals close and payments arrive.
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A client wants the lines of an invoice to load into their own system. The document card exports a .xlsx with the parties, lines, totals, VAT and amount due, built from the same data as the printed form. Access follows the same rule as printing.
Client companies, contacts, deals, payments, products, tasks and documents export to .xlsx with the current filters and columns. Numbers stay numbers, dates stay dates, and the header row names the filters, so a file opened a week later still says what it contains.
Finance keeps a receipts workbook on SharePoint. After you connect it, every payment recorded in Krokul adds a row to the Payments table in that workbook with the client, amount, currency and deal. A refund updates the same row, so each payment keeps one line.
A team that tracked clients in Excel uploads the .xlsx into the Krokul migration wizard. The wizard maps columns to client companies, contacts or deals, runs a dry run first and takes up to 20,000 rows per run.
| Microsoft Excel | Direction | Krokul | When |
|---|---|---|---|
| Workbook .xlsx (lines, totals, VAT) | Krokul → Excel | Document (invoice, quote, contract) | Export from the document card or the API |
| Workbook .xlsx with the report or list | Krokul → Excel | Report or list with the current filters | Export from the screen |
| Row in a connected table | Krokul → Excel | Payment, won deal or invoice paid in full | The event happens in Krokul |
| Updated row in that table | Krokul → Excel | The same payment after a refund or change | The record changes in Krokul |
| Workbook .xlsx or CSV | Excel → Krokul | Client companies, contacts, deals (migration wizard) | One-time import, up to 5 MB and 20,000 rows per run |
Yes. Documents, reports and every list download as .xlsx with the current filters.
Yes. The migration wizard takes .xlsx, .csv or .tsv files up to 5 MB and 20,000 rows per run, with column mapping and a dry run.
Yes. Through the native connection, Krokul adds and updates rows in the table you connect when payments arrive or deals close.
No. Excel files download to your computer or live in OneDrive and SharePoint; the Google Sheets export creates a spreadsheet in Google Drive.
Krokul writes only to the tables you connect and never changes formulas, charts or other sheets of the workbook. Workbooks for the live connection live in OneDrive for Business or SharePoint, where Microsoft Graph can reach them.
Tell us which service you use and what should move between it and Krokul. We reply with the way to do it and when it will be ready.
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Microsoft Excel is a trademark of Microsoft Corporation. Krokul is not affiliated with Microsoft.