ℹ️ Available on Premium and Supreme.
The Perdoo Excel Online integration helps you save time and guarantee your goals are always up-to-date.
When creating or editing a KPI, Key Result, or Initiative in Perdoo, simply pick the cell that should update the value of the goal. Perdoo will then link the data to automatically update your goals.
Enabling the Excel Online integration
ℹ️ This requires Superadmin rights.
To enable the Excel Online integration:
Click 'Enable'.
In the modal, click 'Connect'.
Select your Microsoft account.
Accept the permissions request.
Click Finish.
How to integrate a KPI, Key Result, or Initiative with Excel Online
When creating a KPI or Result, click on Advanced Options. If the goal already exists, you can edit from the details modal in the right side panel.
Select Excel Online under Integration.
Select the File, Worksheet and Cell.
Click Save.
Important notes
Perdoo will check once a day for any changes — around 1:00 AM CET — and will update if a change has been made.
Need help?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.