Step 1: Organize your Excel sheets
Integrate your Excel workbooks from OneDrive to Plecto.
To start, organize your sheets like in the table below. Use a compatible date and time format: MM/DD/YYYY HH:MM or YYYY-MM-DD HH:MM:SS
1 | Column title | Column title | Column title | Employee email | Employee name |
|---|---|---|---|---|---|
2 | data | data | 2024-03-30 21:15:30 | joan@example.com | Joan Reyes |
3 | data | data | 3/31/2024 14:15 | martin@example.com | Martin Jones |
Step 2: Integrate your sheets
In Plecto, go to Data management > Data sources > + New data source > Microsoft Excel.
Click Next, sign in to your OneDrive account, and click Accept to give Plecto to access your workbooks.
Choose a workbook. If it contains multiple sheets, select the sheets to import. Each sheet will create one data source.
Configure the settings for your upcoming data source(s) by matching the column names from your sheet. You can omit the Team field.
Click Next to finish and import your data. 🎉