From Exact Sales to Excel: managed, scheduled, no code.
Creating a pipeline that sends data from Exact Sales to Excel spreadsheets takes only a few minutes with Kondado. And the whole integration from Exact Sales to Excel is managed and executed by our platform. With Kondado, you can focus on extracting value from Exact Sales data and combining it with other data in your Excel spreadsheet
Kondado provides a direct integration between Exact Sales and Excel, allowing you to replicate your sales engagement data automatically without writing code. Simply connect your Exact Sales account as a data source, select Excel as your destination, and choose which pipelines you want to synchronize. The platform handles the data replication on a configurable schedule, ensuring your spreadsheets always contain fresh information for analysis and reporting. You can configure updates to run every 5 minutes, hourly, or daily based on your business needs, eliminating the need for manual CSV exports and data entry.
Once configured, your Exact Sales data flows continuously into Excel workbooks where you can build custom reports, create pivot tables, and share insights with stakeholders. This automated workflow ensures your sales team always works with current lead information, opportunity values, and activity histories directly within the familiar Excel interface.
Kondado is a data integration platform that replicates Exact Sales data to Excel on a configurable schedule, offering 17 pipelines including Leads, Sales Opportunities, and Activities with 194 fields, enabling automated spreadsheet updates without manual exports.
With the Leads and Sales Opportunities pipelines, you can build comprehensive sales forecasts in Excel that track closing forecast dates and opportunity values across your pipeline stages. Analyze this data alongside Lead Stages information to identify bottlenecks where deals stall most frequently. The Activities and Calls pipelines enable detailed performance analysis, allowing you to calculate conversion rates by sales representative and identify which engagement patterns drive successful deals. By combining Lead Lifecycle data with Discarded Leads information, you create churn analysis reports that reveal exactly where prospects exit your funnel and why, helping you optimize your sales methodology.
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Replicated to Excel
Exact Sales data available for Excel
Tables Kondado writes into your Excel, on a schedule you control.
17
available pipelines
194
extractable fields
Excel
Destination
Available integrations
Appointments
Includes fields such as id, lead_id, and salesrep_email, enabling tracking of scheduled meetings and their notes.
Activities
Contains information about scheduled activities, including id, leadid, and status, facilitating the management of tasks related to leads.
Boxes
Presents data such as id, leadid, and status, allowing management of meetings and their respective notes.
Lead Lifecycle
Includes fields such as lead_id, origin_stage, and destination_stage, tracking the evolution of leads through the funnel.
Lead Stages
Presents information such as id, active, and funnel_id, detailing the different stages a lead can go through.
Leads
Contains data such as id, closing_forecast_date, and cnpj, providing a detailed profile of leads and their status in the funnel.
Discarded Leads
Includes information about leads that have been discarded, with fields such as lead_id and discard_date, allowing analysis of losses.
Leads: Custom Fields
Presents custom fields associated with leads, allowing for more detailed analysis tailored to specific needs.
Leads: Contacts
Includes information about contacts associated with leads, with fields such as contacts_id and email, facilitating communication.
Leads: Pain Points
Presents the main pain points identified in leads, allowing for a more effective approach in sales strategies.
Lead Qualifications
Includes information about the lead such as id, description, and status, allowing for detailed analysis of qualifications and conversion potential.
Calls
Records details of calls made, including id, lead_id, status, and date, facilitating tracking of interactions with leads.
Markets
Provides information about different markets, including id and name, allowing segmentation and analysis of leads by sector.
Sales Opportunities
Contains data on opportunities, including id, lead_id, and value, essential for assessing sales potential and prioritizing leads.
Sources and Sub-sources
Presents information about lead sources, including id and name, helping to understand where leads come from and their effectiveness.
Sales Development Representatives (SDRs)
Includes data on sales development representatives, such as id, name, and email, allowing for management and analysis of sales team performance.
Sales Representatives
Contains information about sales representatives, including id, name, and email, essential for managing the sales team and their interactions with leads.
Sync data automatically — no code, no manual exports.
1
Connect Exact Sales Account
Log into Kondado and add Exact Sales as a new data source by entering your API credentials to establish the initial connection. The platform will verify your account access and display the available 17 pipelines containing your sales engagement data.
2
Configure Excel Destination
Set up Excel as your destination by specifying the workbook location where Kondado should deposit the replicated data. You can choose to send data to Excel alongside other destinations like Google Sheets or Power BI for parallel reporting workflows.
3
Select Pipelines and Schedule
Choose which of the 17 Exact Sales pipelines to replicate, such as Leads, Sales Opportunities, or Activities, then set your preferred update frequency from 5 minutes to daily. Kondado will begin the automated replication immediately, keeping your Excel spreadsheets synchronized with your latest sales data.
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Answers about sending Exact Sales data to Excel automatically
How does Kondado replicate Exact Sales data to Excel?▼
Kondado uses a direct integration to extract data from your Exact Sales account and load it into Excel workbooks on a schedule you configure. The platform connects to the Exact Sales API to pull information from selected pipelines, then structures this data into spreadsheet format with preserved field relationships. This process runs automatically in the background, updating your Excel files with new records and modified entries without requiring manual intervention.
What Exact Sales data can I export to Excel using Kondado?▼
You can replicate 17 different pipelines encompassing 194 fields, including detailed lead profiles from the Leads pipeline, interaction histories from Activities and Calls, and team performance metrics from Sales Representatives and SDRs pipelines. The available data covers the complete sales engagement lifecycle, from initial lead capture through qualification stages to final opportunity values and discard reasons. This comprehensive dataset enables deep analysis of your Exact Sales operations directly within Excel.
How often does Exact Sales data update in Excel?▼
Kondado updates your Excel workbooks on a configurable schedule that you set based on your reporting needs, with options ranging from every 5 minutes to daily intervals. You select the frequency during setup, and the system automatically refreshes your selected pipelines at those intervals. This ensures your spreadsheets contain near-real-time information for time-sensitive decisions without overwhelming your system with unnecessary API calls.
Can I combine Exact Sales data with other sources in Excel?▼
Yes, you can enrich your Exact Sales reports by replicating data from additional sources into the same Excel environment or into Google Sheets, BigQuery, or PostgreSQL for cross-platform analysis. Many users combine Exact Sales lead data with marketing information from other platforms to calculate complete customer acquisition costs. The standardized format ensures data from different sources aligns properly in your Excel workbooks for consolidated reporting.
What format does Exact Sales data appear in Excel?▼
Each pipeline from Exact Sales becomes a separate worksheet within your Excel workbook, with columns representing the 194 available fields such as lead_id, status, and closing_forecast_date. The data maintains its relational structure, allowing you to create lookup formulas between sheets or build pivot tables that aggregate information across multiple pipelines. This tabular format works seamlessly with Excel's native functions, charts, and filtering capabilities for immediate analysis.
Do I need technical skills to connect Exact Sales to Excel?▼
No coding is required to establish the connection between Exact Sales and Excel through Kondado's interface. You simply authenticate your Exact Sales account, provide your Excel destination details, and select which of the 17 pipelines you want to replicate using point-and-click configuration. The entire setup process takes minutes, and the platform handles all API communication and data formatting automatically.
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